Seeking Alpha

Cavalaw

Cavalaw
Send Message
View as an RSS Feed
View Cavalaw's Comments BY TICKER:
Latest  |  Highest rated
  • American Capital Agency Investors Could Get Crushed, Again [View article]
    Perhaps the best way to own AGNC is indirectly through REM
    Nov 10, 2013. 02:20 PM | 1 Like Like |Link to Comment
  • mREITS: The Time Is Now To Buy... Not Sell [View article]
    Akaralph

    " if you look at earning.......etcetc. " Reread the first sentence of your comment !! And your argument in support of divs cuts is weaker earnings!!! You can always change your mind instead of pretending you didn t say what is written and published.
    Nov 8, 2013. 02:53 PM | Likes Like |Link to Comment
  • Mortgage REITs take out new lows post-jobs report [View news story]
    hummerh25

    What Reit are you referring to?
    Nov 8, 2013. 11:51 AM | Likes Like |Link to Comment
  • mREITS: The Time Is Now To Buy... Not Sell [View article]
    Akaralph.

    If I look at earnings in Q3 , that were disastrous and dismal for Reits, as a compelling sign of what is coming next ....you would be right . But will earnings in Q4 be even worse than Q3?
    In fact , I thought the metrics in Q 3 would be even worse than they actually were for most Reits.
    You may " think" or " believe" that earnings will be worse at the end of this quarter ...but when you "know" that they definitely will, you are playing with fire with your own credibility .....
    Nov 8, 2013. 11:48 AM | 3 Likes Like |Link to Comment
  • mREITS: The Time Is Now To Buy... Not Sell [View article]
    RS

    Actually, . you are the one being irresponsible here . You dont even consider divs cuts as a strong possibility but as an outright certainty......and therefore you put your entire credibility at stake. Ok....you may or may not be right. ..but for the sake of your overall credibility , I hope divs will be cut
    Nov 8, 2013. 10:32 AM | 3 Likes Like |Link to Comment
  • Annaly Capital: More Pain Will Come After It Announces Another Dividend Cut [View article]
    The real issue for NLY is how much downside there will be from $11 a share. If that s not a bottom, then there will be pain ahead
    Nov 7, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Annaly Capital: More Pain Will Come After It Announces Another Dividend Cut [View article]
    RS

    Granted. You are not bashing . But when you "state the facts". ..would nt it be better if you also state. what your expectations were?......Trust me ...it makes a tremendous difference. The NLY report is not good in absolute terms , but it is in relative terms
    Nov 7, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Annaly book value slips 2.5% after dividend [View news story]
    It is better to own NLY indirectly through REM......owning that stock directly is not advisable right now

    Long NYMT, REM, PSEC , EFC and ARR
    Nov 6, 2013. 05:28 PM | 1 Like Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    jbbson

    Considering that REits have the guarantee of the federal government......it s hard to say
    Nov 6, 2013. 04:06 PM | 2 Likes Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    ezrhino

    Following the logic of your reasoning, ARR s management is destroying the company on purpose.......with the complicity of the SEC that is looking the other way........
    Nov 6, 2013. 01:54 PM | Likes Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    ezrhino

    Insanity is trying to predict the future by looking through the rear mirror, just like you do.
    Nov 6, 2013. 01:27 PM | 4 Likes Like |Link to Comment
  • Competitive Dividend Yield, Significant Price Appreciation Potential Set Armour Apart [View article]
    ARR will eventually recover .......Granted, it definitely will take some time....but the fundamentals are improving. and I dont see a dividend cut looming on the horizon....Q3 was disastrous and dismal but it is the past.....
    Nov 6, 2013. 12:59 PM | 3 Likes Like |Link to Comment
  • Annaly: 2014 Dividend Projections Look Everything Else But Pretty [View article]
    Akaralph

    The problem with your answer is that it is highly hypothetical ..even....bordering on mistaking your wishes for realities.....not really a good investment strategy
    Nov 2, 2013. 01:24 PM | 1 Like Like |Link to Comment
  • Annaly: 2014 Dividend Projections Look Everything Else But Pretty [View article]
    Akaralph

    Do ypu have any idea what it means to short high dividends paying REITS?
    Nov 2, 2013. 09:48 AM | 2 Likes Like |Link to Comment
  • Armour Residential REIT's Headline Numbers Are Misleading, But The Company Did Make Mistakes [View article]
    Bleepingjelly

    I can give the answer to your question on capital losses. For each investor, it all depends primarily on two factors. entry level and time horizon. So you are wrong to assume everybody is losing money here. Some have lost big others are hitting it big. As to the bottom for ARR.....it would have been nice if you had provided some basis for your conclusion
    Oct 31, 2013. 07:51 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
127 Comments
243 Likes