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Vartu

Vartu
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  • Full Circle Capital's Inferior Operational Performance Means Dividend Cuts Are Likely [View article]
    You could always buy an existing or construct your own BDC "motif" at motifinvesting.com -- there are already some there. One is up 6.4% since the end of June, but FULL is one of the six BDCs in that motif.
    Oct 11 01:34 PM | Likes Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    "I wish I had seen Cramer's reference to forensic accountants"
    I wonder if anyone has seen that reference.
    Sep 22 05:54 PM | Likes Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    Lady Di, looks like you're hell-bent on spreading what's likely a false rumor.

    Getting a lot of cheap ARR shares?
    Sep 22 08:52 AM | 1 Like Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    Hmmm! If you go to The Street, Cramer's website, the article written about a week before NLY, ARR, AGNC, etc. cut their dividends, is entitled "Hold These Top 3 Hold-Rated Dividend Stocks Today: BMR, ARR, EEP."

    Forensic accountant? Nice try. Lady Di!
    Sep 22 08:47 AM | 4 Likes Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    Since ARR has been joined by NLY, MTGE and AGNC in reducing dividends, it looks as though the sector in general is finding difficulty navigating the current interest rate environment. Will ARR perform any better or worse than the others? At least, with DRIP, my lower dividends are buying lower priced shares that will appreciate when things finally settle down.
    Sep 20 12:53 PM | 5 Likes Like |Link to Comment
  • Are The Wheels Falling Off For Armour Residential REIT? [View article]
    The author of that article points out in the comments how ARR and Bimini are different animals. "4) Bimini was different because they were a 100% agency paper MREIT. The current ARR leadership chose to go non-agency with Bimini."
    Sep 19 11:58 AM | Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes [View article]
    A more positive POV at http://bit.ly/1a6IfCM
    Sep 19 09:04 AM | 4 Likes Like |Link to Comment
  • Armour Residential cuts monthly payout by 28.5%. [View news story]
    After hours yesterday, ARR took a big dip,but recovered much of it and closed up on the day.
    Sep 19 08:28 AM | Likes Like |Link to Comment
  • Has Armour Residential Become A Value Trap? [View article]
    Yeah, but if you are reinvesting those dividends, you're buying ARR at bargain basement prices.
    Eventually, ARR will work its way out of this, just perhaps a little longer than NLY and AGNC do.
    Sep 8 03:15 PM | Likes Like |Link to Comment
  • Rising Mortgage Rates Makes Annaly Capital A Strong Buy [View article]
    I'm still operating under the assumption that these mREIT guys will adjust to the new realities of higher interest rates over the next months or year or two, and the share prices will regain most, if not all, of what they were.

    And while I'll be averaging down via DRIP, I ought to end up with nice gains. Fortunately, other than my pride getting crushed from not getting out at the highs, the declines of recent months don't affect my ability to pay my bills.
    Aug 20 10:26 AM | 3 Likes Like |Link to Comment
  • Annaly Capital: Several Cautionary Catalysts To Consider Before Establishing A Position [View article]
    But how about those of us who established positions months ago when the Fed's promise of low rates for years made us think we were okay?

    As NLY, AGNC, MTG and others adjust to the new realities, won't share prices regain what they lost? Granted, it won't happen overnight, but at least we will be getting low-priced shares via DRIP while we wait.
    Aug 19 08:48 AM | 4 Likes Like |Link to Comment
  • Excess Cash: What's An Investor To Do? [View article]
    Most of my so-called "excess cash" will go into ETFs like IWM, IWO or TRowePrice's New Horizons fund that seems to track those ETFs. That is, when the market dips again like it did last month.

    I'm tired of trying to out-guess where the market is going, altho I will still try -- just with less money.
    Jul 20 09:35 AM | Likes Like |Link to Comment
  • Bakken Update: EOG, Whiting Well Results Prove Parshall Field More Productive Than The Sanish [View article]
    I also saw the Gulf Oil guy and was surprised that there was almost no reaction from any of the CNBC folks or their guests. I suspect that Gulf is not nearly as important as it was 25 or 30 years ago. If the CEO of Exxon or Chevron made the same comment, I'd be much more worried.

    Also, aren't they able to get better prices for Bakken oil nowadays? Maybe $75 isn't as crushing as it used to be.
    Jul 17 06:30 PM | 1 Like Like |Link to Comment
  • High Yield Names For Every Situation [View article]
    "The company (Linn) is currently under investigation by the SEC," but it really is the much less serious sounding "informal inquiry." Several very recent upgrades on the stock since Linn voluntarily announced the inquiry.
    Jul 8 03:17 PM | 4 Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    The "investigation?" I think you mean the informal inquiry.
    Jul 5 02:47 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
133 Comments
107 Likes