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William Packer  

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  • William Packer
    Update on current holdings... 42,000 shares of $MDLY @ $9.10 cost average. Willing to buy more over the next couple days depending on market
    4 hours ago
    Reply (1)
    • William Packer: May increase size of holding to 90,000 shares or so. We'll see.
      4 hours ago
      • William Packer
        just got off phone with folks at $MDLY. They have no lawsuit against them currently. Company is looking to grow dividend.
        4 hours ago
        Reply (5)
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        • William Packer: A private BDC over the next couple years
          4 hours ago
        • William Packer: They are looking into launching a CLO and a commercial REIT
          4 hours ago
          • William Packer
            $MCC, $PSEC, $FSC, $FSFR, $ARCC. Who are you? Show me who you are. Are you a scared child cowering in fear when you should be buying these?
            8 hours ago
            Reply (8)
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            • dalatinIJR: BDCs are in the dog house via the Index drops.. Why not buffer a bad 1/4 by using the ETN an 2X the yield at these 52 week lows
              8 hours ago
            • cubeless: drats... thought my corner was deep enough to hide in... i'll just take my $orc and find another corner to hide my big fearful self in...
              6 hours ago
              • William Packer
                $MCC, $PSEC, $FSC, $FSFR, $ARCC. Best buying opportunity for BDCs since 2009. These levels will not last as interest rates rise.Price ^ soon
                8 hours ago
                Reply (10)
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                • dalatinIJR: DOW goes any lower and into the 16Ks any rate hike is put off until year 3011
                  7 hours ago
                • dalatinIJR: Yellen will have her own pyramid.. probably on the Vegas strip near the other one
                  7 hours ago
                  • William Packer
                    Long $PSEC, short $AGNC offsets $AGNCs positive carry and then sum. You make a killing as book value continues to drop at $AGNC.
                    Fri, 8:45 AM
                    Reply (1)
                    • William Packer: PSEC also trades at a bigger discount to NAV than AGNC.
                      Fri, 8:45 AM
                      • William Packer
                        Disclosure: Short $AGNC @ $19.00 in client accts. I see book value erosion, continued selling pressure... dividend cuts as fed raises rates
                        Fri, 8:30 AM
                        Reply (9)
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                        • William Packer: Throw in the towel and get out... in my opinion. If yield hungry, buy $PSEC instead. NAV much more stable, higher yield, recurring income
                          Fri, 8:40 AM
                        • William Packer: PSEC to benefit from rising interest rates. Tide is turning... you can either suffer or take advantage... PSEC is at a deeper discount
                          Fri, 8:40 AM
                          • William Packer
                            Bought 19,000 shares of $ESSX for a client today. See $2.00 stock price over next 12 months, Waiver from lenders, improved earnings, costcut
                            Jul 20, 10:32 AM
                            Reply
                              • William Packer
                                $AGNC $MTGE http://cnb.cx/1TCzYxK
                                Jul 15, 11:03 AM
                                Reply
                                  • William Packer
                                    $PSEC NAV is a depreciating asset. Value will never be recovered, discount will be norm. Externally managed BDC model broken
                                    Jul 12, 11:45 AM
                                    Reply (2)
                                    • William Packer: Can only be fixed be large share repurchases and deleveraging
                                      Jul 12, 11:45 AM
                                    • William Packer: By*
                                      Jul 12, 11:52 AM
                                      • William Packer
                                        $PSEC could cut distribution yet again, drop stock to $5. PSEC unlikely to be repurchasing stock. They never have before.
                                        Jul 12, 11:38 AM
                                        Reply (5)
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                                        • William Packer: Nii will drop once spin-offs occur
                                          Jul 12, 11:49 AM
                                        • William Packer: It will take time to redeploy the capital
                                          Jul 12, 11:49 AM
                                          • William Packer
                                            People making big deal out of nothing. $AGNC. Fed would, if it even does, raise rates in extremely tiny amounts over long period of time.
                                            Jul 10, 7:32 PM
                                            Reply (6)
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                                            • IndyPEG: short interest further complicates matters. Hmm. What to do?
                                              Jul 10, 9:53 PM
                                            • William Packer: The price per share has halved since the highs... yeah.
                                              Jul 11, 1:58 PM
                                              • William Packer
                                                41,500 shares $AGNC @ close today. Sold $PSEC
                                                Jul 10, 5:39 PM
                                                Reply
                                                  • William Packer
                                                    bought $PSEC today 106,800 shares. NO other positions. $AGNC
                                                    Jul 7, 11:13 AM
                                                    Reply
                                                      • William Packer
                                                        Greece should reach a deal Tuesday $AGNC, $SPY
                                                        Jul 7, 12:36 AM
                                                        Reply
                                                          • William Packer
                                                            $AGNC to rally back to book value or higher. AGNC trade desk positioned very long ahead of Greek vote.
                                                            Jul 5, 2:55 PM
                                                            Reply (3)
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                                                            • William Packer: Gary finally hits home run
                                                              Jul 5, 2:57 PM
                                                            • William Packer: Fed will be unable to raise rates in 2015 or 2016. If lucky 2017
                                                              Jul 5, 3:02 PM
                                                              • William Packer
                                                                the No vote would only makes sense. Old people cannot get to polls as easy. Young ppl are no votes. Old people are yes votes. $AGNC
                                                                Jul 4, 1:08 PM
                                                                Reply (5)
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                                                                • William Packer: If they vote yes, that is very sad for their country and it still may turn out that way if Enough Greeks are scared of what a no vote means.
                                                                  Jul 4, 4:59 PM
                                                                • William Packer: I'm Excited to find out either way on Sunday.
                                                                  Jul 4, 5:00 PM
                                                                  • William Packer
                                                                    you'd think the lower for longer theory would result in better stock price for $AGNC... September liftoff chance moved to 30% from 60%
                                                                    Jun 30, 7:08 PM
                                                                    Reply
                                                                      • William Packer
                                                                        mREITS are strong buys at today's valuations. http://tinyurl.com/q9glkcm $MTGE $AGNC
                                                                        Jun 30, 10:54 AM
                                                                        Reply (4)
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                                                                        • William Packer: $ORC is run by some really shady guys... that destroyed other mREITS in the past.
                                                                          Jun 30, 12:12 PM
                                                                        • KSchmidt3: I really tanked myself with that buy. Bought for the yield and the "research" I had done. Obviously I suckered myself buying in at $13.
                                                                          Jun 30, 2:42 PM
                                                                          • William Packer
                                                                            $MTGE is a buy $16.05
                                                                            Jun 29, 3:25 PM
                                                                            Reply
                                                                              • William Packer
                                                                                How is it that I make money every week in treasury futures but lose money in $AGNC? AGNC makes no sense. Rates up = AGNC sells. Then...
                                                                                Jun 29, 12:25 PM
                                                                                Reply (6)
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                                                                                • William Packer: Lol it did it again. "Liquidate entire portfolio"
                                                                                  Jun 29, 12:27 PM
                                                                                • Stanford Chemist: Just a whole market selloff methinks
                                                                                  Jun 29, 5:01 PM