Seeking Alpha


Send Message
View Cavalaw's Comments BY TICKER:
  • Annaly And American: OK, How Do The Best Analysts Rate These Stocks? [View article]
    I think the best way to own these two stocks is indirectly through REM......I own 1000 shares of it. .....Hopefully my risk exposure is quite limited
    Dec 3, 2013. 05:34 PM | 2 Likes Like |Link to Comment
  • 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
  • The mREITs Face Even Greater Headwinds - Avoid Them [View article]

    The basic business model for MReits require paying out high yields . No matter how many times dividends cuts occur, yields have to remain high relative to other alternatives, like an annuity at 6 percent, right? As far as price /book , how much downside can be expected. ? Even with some downside, a good entry point would ensure an adequate margin of safety . Now , if you are implying that some Reits might collapse and go out of business or that shares prices will never recover, that would be an entirely different matter. Not sure if that is a scenario you envision.
    Oct 13, 2013. 09:55 PM | 1 Like Like |Link to Comment
  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory [View article]
    Also , unless you think ARR is going to go bankrupt in a near future , it is a hell of a buy right now
    Jun 24, 2013. 12:24 PM | 1 Like Like |Link to Comment
More on AGNC by Cavalaw