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  • They're calling it the "DeMarco Trade," and it's nailing mortgage REITs (at least those who focus on Agency paper) already stung by vanishing interest spreads. Agency MBS paper has been falling in price since the election, as Ed DeMarco's days as FHFA chief seem numbered, paving the way for principal forgiveness, "the mother of all pre-payment waves." [View news story]
    Mortgage REITs were one of the few ways individual investors had to make a little money . To the Obama administration investment income is a sin. That will soon be gone, thanks to government meddling.
    Nov 13 11:07 AM | 2 Likes Like |Link to Comment
  • How To Trade The 8% Yielding Alpine Total Fund Before It Splits And Raises Its Payout [View article]
    All of you people down on AOD and Mr. Davis are behind the times.
    It is true that Alpine still runs things but my understanding is that Alpine itself is under new management with a completely new way of running things. Conservative dividends and conservative holdings,Apple is the #1 stock held.

    I have held it for some time now and am very satisfied with what is going on there now. (not before)

    If you like a nice quiet stock with nice quiet dividends, one that lets you sleep well at night, this fits the bill nicely.
    Jan 9 06:46 PM | 1 Like Like |Link to Comment
  • Constructing A High Income, Lower Risk CEF Portfolio [View article]
    Jazznut I like the way you think concerning CEFL and DVHL. I recently picked up a small amount of each to add to my existing CEFs, many of which are listed in this article.
    Apr 14 04:43 PM | Likes Like |Link to Comment
  • It's Time To Unravel SPDR Gold Trust Positions On Crimea [View article]
    Doug, I hope you bought that DUST this morning. If you did you made a pretty good killing today.
    I didn't but am very glad I sold NUGT yesterday.
    Mar 19 05:03 PM | Likes Like |Link to Comment
  • Invesco Mortgage Capital Inc. Announces First Quarter 2014 Common and Preferred Stock Dividends [View article]
    No change. I suppose no news is good news in this case.
    Mar 18 08:23 PM | Likes Like |Link to Comment
  • It's Time To Unravel SPDR Gold Trust Positions On Crimea [View article]
    Ok. I sold my NUGT today. Just a small gain but better than a loss.
    Mar 18 08:23 PM | Likes Like |Link to Comment