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Vartu

Vartu
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  • American Capital Agency: Impact Of Last Week's Fed Statement On Its MBS Portfolio [View article]
    The market dropped because even the idea of tapering spooked it and they perceived a coming change. Liesman on CNBC did a short piece on Friday quoting dovish comments from Ben's appearance and how the market took it the opposite way. Of course, it's perception, right or wrong, that counts.

    Have you noticed how members of the FOMC have been doing their best in the last couple of days to correct the misperception?
    Jun 25 09:14 AM | 1 Like Like |Link to Comment
  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory [View article]
    Yeah, the time frame was off sometime in the future.
    He said:
    "A premature tightening of monetary policy could lead interest rates to rise temporarily but would also carry a substantial risk of slowing or ending the economic recovery and causing inflation to fall further. Such outcomes tend to be associated with extended periods of lower, not higher, interest rates, as well as poor returns on other assets. Moreover, renewed economic weakness would pose its own risks to financial stability."
    Jun 24 05:21 PM | 1 Like Like |Link to Comment
  • American Capital Agency: Impact Of Last Week's Fed Statement On Its MBS Portfolio [View article]
    I read all these analyses of what Bernanke said and wonder if the analysts were watching the same presentation I was.

    I didn't hear that he said anything very different from before. In fact, he even said that the Fed "is prepared to INCREASE or reduce the pace of its asset purchases..." based on the various criteria it has outlined before.
    Jun 24 10:04 AM | 3 Likes Like |Link to Comment
  • American Capital Agency Downgraded: Corrective Actions Proved Insufficient [View article]
    Not sure where you got the idea that Bernanke gave a schedule for easing. He was purposely vague, saying that it was dependent on unemployment, inflation, etc.

    In fact, Bernanke even said: "it (the FOMC) is prepared to increase or reduce the pace of its asset purchases..." Notice the word "increase."
    Jun 23 10:23 PM | Likes Like |Link to Comment
  • Annaly And mREIT Investors: Don't Fight The Fed [View article]
    I sure didn't hear Bernanke give any specific time that tapering would begin. He left his options open based on unemployment, inflation and other factors.
    Jun 22 11:54 AM | Likes Like |Link to Comment
  • "I have become Mr. Linn Energy (LINE). I don't want to be. I happen to like the stock" Jim Cramer writes, citing the Berry Petroleum (BRY) merger: "It's an incredibly valuable property, much more than I think most people realize." Short-term traders should stay away, but for long-termers, the Berry deal - if it goes through - is a huge win for LINE shareholders. "If it doesn't, it will be because the bear raid worked." [View news story]
    Yeah, Cramer and his "mentor," Leon Cooperman helped prevent the attacks from driving the LINE price too far down. It was a good chance to buy at $29.xx.

    Cramer catches a lot of flak, but how many other stock pickers do a whole lot better? Cramer and his support staff give us a basis to go from, and then we have to decide if we agree or not.
    Jun 21 10:52 PM | 2 Likes Like |Link to Comment
  • One doesn't expect anti-drilling protests in the U.S. oil and gas heartland, but residents of Gardendale, Tex., are waging such a crusade against Berry Petroleum (BRY). The town’s residents get little financial reward from the exploitation of their local resources, an unusual situation in most of the U.S., but it could foreshadow how shale drilling could play out in the U.K., Poland or China, where land rights rarely belong to locals. [View news story]
    Much (all?) of the problems thought to be related to fracking is from the disposal of the waste water.

    If there is an excess of oil in the world the price gets pressed down, although the Saudis need it at $100 to keep their population relatively happy. Also, if the price goes down too much, the oil from the Canadian oil-sands becomes uneconomic.
    Jun 21 10:42 PM | Likes Like |Link to Comment
  • One doesn't expect anti-drilling protests in the U.S. oil and gas heartland, but residents of Gardendale, Tex., are waging such a crusade against Berry Petroleum (BRY). The town’s residents get little financial reward from the exploitation of their local resources, an unusual situation in most of the U.S., but it could foreshadow how shale drilling could play out in the U.K., Poland or China, where land rights rarely belong to locals. [View news story]
    Somewhere around 30% of what flows though the Keystone XL is coming from the Bakken, thus benefitting those companies drilling there by lowering cost of shipping. Where the refined products go from there isn't important, oil gets imported and exported based on where it is and where it's needed. We probably still get a lot of gasoline refined in India.
    Jun 21 10:33 PM | Likes Like |Link to Comment
  • Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
    Forget Linn, many (most?) high dividend/distribution stocks have take it on the chin in the recent few days. Strange to me how these have suddenly fallen out of favor. They are still paying much more than government bonds, etc.
    May 31 11:09 AM | Likes Like |Link to Comment
  • Use Linn Energy To Build Income Now [View article]
    Yeah, he forgot about how that illusory 4% yield on my VZ and DUK shrinks when I have to pay tax on their dividends.
    May 19 01:40 PM | Likes Like |Link to Comment
  • David Tepper And The Coming 'Cash On The Sidelines' [View article]
    Take a look at how fast new jobs are being created and you'll see that "over time" could likely be a decade or two.
    May 15 06:46 PM | Likes Like |Link to Comment
  • Use Linn Energy To Build Income Now [View article]
    Problem is that very few people are accountants or oil experts, so much of the analysis is simply examining the "experts" opinions to see who makes the better case.
    May 15 09:07 AM | 2 Likes Like |Link to Comment
  • Linn Energy And LinnCo Increase Value To Investors With Monthly Dividends [View article]
    Can you explain that a bit more for me? BRY closed yesterday at $48.56 and Linn is paying $46.24 for those shares.
    Apr 26 05:10 PM | 1 Like Like |Link to Comment
  • Avoid Armour Residential [View article]
    CorvetteKid, looks like you feel that almost every positive or neutral comment about ARR means you need to bash ARR again.

    We get your point!! You don't like the way ARR is managed. Your comments are getting tiresome.
    Mar 17 08:57 AM | 1 Like Like |Link to Comment
  • Avoid Armour Residential [View article]
    MUDDUCK, SA has an article about a possible drop in AGNC's dividend.

    Looks like Bernanke's moves are affecting other REITs.
    Mar 15 03:18 PM | Likes Like |Link to Comment
COMMENTS STATS
129 Comments
105 Likes