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Scott Kennedy  

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  • Scott Kennedy
    $ORC AH sell-off is an incorrect initial reaction. Structured portfolio hedged the RMBS losses hence BV outperformed $ARR, $CYS, $HTS
    Jul 29, 9:16 PM
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    • Scott Kennedy: Hi Rob, that will be in my ORC article. Wouldn't have bought the stock if I believed another cut was coming. Hope that helps for now.
      Jul 31, 9:42 PM
    • Scott Kennedy: Hi Rob #2, Yes, I like the stocktalks for quick, real time messaging when I have a couple minutes of free time during the day..
      Jul 31, 9:43 PM
      • Scott Kennedy
        30-year MBS prices have outperformed 15-year MBS this week / first three weeks of Q3 2015. Positive for $AGNC, $NLY, $ORC, $WMC.
        Jul 24, 8:35 PM
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          • Scott Kennedy
            Bought $ORC today at a w/a price of $7.826. Purchase was double my initial investment. A > (35%) current discount is unjustified. $AGNC $NLY
            Jul 24, 2:01 PM
            Reply (15)
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            • Dividend Living: I was able to get in $ORC this morning at $7.80 a share. Lets hope this dividend is sustainable, I done want to be in another $ARR.
              Jul 27, 11:56 PM
            • cubeless: still feel like an orc'n genius this morning... let's see what the afternoon brings...
              Jul 28, 9:46 AM
              • Scott Kennedy
                $ORC Is now in oversold territory. I made an initial purchase today at a w/a price of $8.234 per share. Target = $9 per share. $AGNC $NLY
                Jul 23, 3:31 PM
                Reply (3)
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                • Scott Kennedy: Thank You. It may be dicey through the rest of sector earnings. However, over the next couple months a (30%) discount = a buying opport.
                  Jul 23, 8:07 PM
                • Miz Magic DiviDogs: I agree. I added to my shares today as well. :)
                  Jul 24, 1:13 AM
                  • Scott Kennedy
                    $ORC is now looking attractive at $8.75 per share. Potential for some nice s-t upside potential. $AGNC $NLY $CYS
                    Jul 14, 3:21 PM
                    Reply (3)
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                    • mrmedusa: Picked up some more yesterday- $8.55 and $8.50.
                      Jul 14, 6:01 PM
                    • Scott Kennedy: Yes, it has had a material sell-off. I had a sell recommendation back when it was trading above $13. It now has an attractive valuation.
                      Jul 15, 7:39 PM
                      • Scott Kennedy
                        $AGNC BV of $24.94 at 5/31/2015 slightly below my projected BV of $25.01. Stable $0.20 June 2015 dividend in line with prior projection.
                        Jun 12, 5:31 PM
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                          • Scott Kennedy
                            Quarter to date, seeing more positive correlations between MBS and derivative instruments. Also, yield curve steepening. $AGNC $NLY $CYS
                            May 8, 7:15 PM
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                              • Scott Kennedy
                                $NLY has recently surpassed a (20%) discount to BV. As such, I have now initiated a modest position at a w/a price $10.26 per share.
                                Apr 21, 3:23 PM
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                                  • Scott Kennedy
                                    Update: Assessing Fifth Street Senior Finance's Fiscal Q4 Results And Several Metrics Regarding The... $FSFR http://seekingalpha.com/a/1nbs7
                                    12/19/14
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                                      • Scott Kennedy
                                        Understanding Prospect Capital's Recently Announced Material Dividend Reduction And Change In Policy $PSEC http://seekingalpha.com/a/1n4kr
                                        12/16/14
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                                          • Scott Kennedy
                                            Update: Assessing Fifth Street Finance Corp.'s Results For Fiscal Q4 2014 $FSC http://seekingalpha.com/a/1molr
                                            12/8/14
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                                              • Scott Kennedy
                                                Fifth Street Senior Floating Rate's Upcoming Fiscal Q4 2014 Net Asset Value Projection $FSFR http://seekingalpha.com/a/1mg6p
                                                12/4/14
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                                                  • Scott Kennedy
                                                    Comparing American Capital Agency Corp.'s BV, Dividend, Risk, And Valuation To Several mREIT Peers $AGNC http://seekingalpha.com/a/1mcnh
                                                    12/1/14
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                                                      • Scott Kennedy
                                                        Fifth Street Finance's Upcoming Fiscal Q4 2014 Net Asset Value Projection $FSC http://seekingalpha.com/a/1ltrr
                                                        11/21/14
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                                                          • Scott Kennedy
                                                            American Capital Agency's Dividend Projection For November - December 2014 $AGNC http://seekingalpha.com/a/1labr
                                                            11/12/14
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                                                              • Scott Kennedy
                                                                Assessing Prospect Capital's Results For Fiscal Q1 2015 $PSEC http://seekingalpha.com/a/1l2q5
                                                                11/10/14
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                                                                  • Scott Kennedy
                                                                    Prospect Capital Corp.'s Upcoming Fiscal Q1 2015 Net Asset Value Projection $PSEC http://seekingalpha.com/a/1kfn1
                                                                    11/3/14
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                                                                      • Scott Kennedy
                                                                        Assessing American Capital Mortgage Investment Corp.'s Results For Q3 2014 $MTGE http://seekingalpha.com/a/1ka3v
                                                                        10/31/14
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                                                                          • Scott Kennedy
                                                                            Update: American Capital Agency's Earnings For Q3 2014 And My Thoughts On The Results $AGNC http://seekingalpha.com/a/1jtnn
                                                                            10/28/14
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                                                                              • Scott Kennedy
                                                                                American Capital Agency's Upcoming Q3 2014 Book Value Projection $AGNC http://seekingalpha.com/a/1jfz5
                                                                                10/23/14
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