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Patrick Harden

 
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  • Patrick Harden
    Another day, another mREIT preferred offering. This time, it's Apollo Commercial Real Estate Finance (ARI) issuing a Series A preferred.
    7/25/12
    Reply (2)
    • Patrick Harden: Also announcing a preferred offering today is Dynex Capital (DX).
      7/25/12
    • Patrick Harden: mREIT preferred issuances keep coming - more from CYS and MITT today
      7/26/12
      • Patrick Harden
        Another mortgage REIT preferred issuance - Invesco Mortgage (IVR) to issue Series A - prelim prospectus here: http://1.usa.gov/MneJiX
        7/19/12
        Reply
          • Patrick Harden
            Resource Capital (RSO) also struggling...company's G&A expenses are growing too quickly.
            8/2/11
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              • Patrick Harden
                Mortgage REITs AGNC and HTS deliver solid Q2 but caution that agency MBS are pricey and that future upside may be limited. A top?
                7/26/11
                Reply
                  • Patrick Harden
                    Today's Chinese reverse merger explosion courtesy of A-Power Energy (APWR.OB).
                    6/27/11
                    Reply
                      • Patrick Harden
                        PennyMac (PMT) posts disappointing Q1; earnings propped up by fair value marks on distressed debt. G&A was very high.
                        5/4/11
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                          • Patrick Harden
                            A surprising 15 million share secondary from Newcastle Investment (NCT). NCT was close to bankruptcy in 2009. We'll see how market reacts.
                            3/22/11
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                              • Patrick Harden
                                A quiet beneficiary of the government rethinking its role in housing - Redwood Trust (RWT), gaining for the fifth day on increasing volume.
                                2/11/11
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                                  • Patrick Harden
                                    A Medicare advisory panel is scheduled to vote today on whether to accept Dendreon Corporation's (DNDN) prostate cancer drug, Provenge.
                                    11/17/10
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                                      • Patrick Harden
                                        Weak Q3 results at NYMT. Company's net interest spread barely covered G&A expenses. Company needs to reduce expense ratio in line w/ peers
                                        11/3/10
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                                          • Patrick Harden
                                            A miss for Annaly (NLY) in a noisy quarter. Spreads continue to slowly contract and exposure to premium amortization grew substantially.
                                            10/27/10
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                                              • Patrick Harden
                                                The SEC issued Berkshire Hathaway (BRK-A BRK-B) a closure letter re: 2009 10-K on September 8. SEC must have agreed with Berkshire.
                                                10/25/10
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                                                  • Patrick Harden
                                                    A fresh Cramer pump sends NLY back towards the $17 mark on heavy volume. But are mREIT investors missing cheaper deals in ANH or CMO?
                                                    5/28/10
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                                                      • Patrick Harden
                                                        A surprising secondary offering announcement from Resource Capital (RSO) and poor pricing on the deal may be a stunning buy opportunity.
                                                        5/20/10
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