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Patrick Harden » StockTalks

  • ACAS threatening bankruptcy if debt exchange fails: http://bit.ly/5AnNod
    about 3 hours ago
  • Hatteras Financial (HTS) beats by $0.03 on EPS - HTS earned $1.26/share for Q3. Numbers look clean, leverage stable, CPRs up slightly.
    Tue, Oct 27, 2009
  • AGNC up 1% headed into earnings while most agency mREITs down today. Looking at 3Q results for clarification on nature of $1.40 dividend.
    Tue, Oct 20, 2009
  • Ouch - AIG marking Nan Shan to market either shows a 65% discount for the acquirer, major unrecognized impairment loss, or some of both.
    Thu, Oct 15, 2009
  • Unusual volume and upside movement in Impac Mortgage (IMPM.PK) today following JPM comments on housing market in Calif. "stabilizing"
    Wed, Oct 14, 2009
  • AGNC continues tumble following ex-dividend date. Forward dividend yield now above 20% again. Considering entry below $26.
    Fri, Oct 02, 2009
  • Share price of AI is now roughly equivalent to value of AI's remaining stake in FBCM - no value ascribed to cash on hand or MBS portfolio
    Tue, Sep 22, 2009
  • Sub $5 zombie mREITs still on a tear this afternoon AFN up 29.4% NCT up 19.9% ABR 23.6% GKK 31.7% AHR 10.8% AI 12.5%
    Tue, Sep 22, 2009
  • Zombie mortgage REITs lifted by...something -- ABR up 18.5%, GKK up 15.4%, and NCT up 11.8%. Left out is AHR down 4.5%.
    Tue, Sep 22, 2009
  • NLY ups dividend to $0.69/share - bodes well for fellow agency mREITs (AGNC) and (HTS) with more fixed components to portfolio
    Mon, Sep 21, 2009
  • Is CapitalSource (CSE) resurrecting its spinoff IPO of its healthcare REIT unit? Check out CRE's 9/15 8-K filing. CSE is buying more loans
    Mon, Sep 21, 2009
  • Zombie REITs running again (NCT) up 17% and (AHR) up 15%
    Fri, Sep 18, 2009
  • Short CMO before today's Q3 dividend announcement. Expect dividend cut on lower net interest spread and higher share count.
    Thu, Sep 10, 2009
  • Long CYRV.OB. Expect Brookfield to buy out at a modest premium to eliminate distraction for upcoming Brookfield Realty Capital IPO.
    Mon, Aug 31, 2009
StockTalks by Ticker
ABR, ACAS, AFN, AGNC, AHR, AIG, CMO, CRE, CSE, EPS, FBCM, GKK, HTS, JPM, K, NCT, NLY