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    <title>Bear Fight's Comments</title>
    <description>Bear Fight's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1087390/comments</link>
    <item>
      <title>Diversify Your mREIT Portfolio Using Both Agency And Non-Agency Entities</title>
      <link>http://seekingalpha.com/article/784701/comments?source=feed#comment-8145381</link>
      <guid isPermaLink="false">8145381</guid>
      <content>
        <![CDATA[Given the low cost of commissions today, I think investors can create a decently diverse set of names in the space.  I would opt for greater exposure to MFA, TWO, MTGE (non agencies).  I would also pass on CIM.]]>
      </content>
      <pubDate>Mon, 06 Aug 2012 17:23:30 -0400</pubDate>
      <description>
        <![CDATA[Given the low cost of commissions today, I think investors can create a decently diverse set of names in the space.  I would opt for greater exposure to MFA, TWO, MTGE (non agencies).  I would also pass on CIM.]]>
      </description>
    </item>
    <item>
      <title>Diversify Your mREIT Portfolio</title>
      <link>http://seekingalpha.com/article/738071/comments?source=feed#comment-7642561</link>
      <guid isPermaLink="false">7642561</guid>
      <content>
        <![CDATA[I actually own common AGNC, MFA, TWO, NLY.  In addition, I own AGNC, MFA, and NLY preferred.  ]]>
      </content>
      <pubDate>Sun, 22 Jul 2012 14:13:09 -0400</pubDate>
      <description>
        <![CDATA[I actually own common AGNC, MFA, TWO, NLY.  In addition, I own AGNC, MFA, and NLY preferred.  ]]>
      </description>
    </item>
    <item>
      <title>Diversify Your mREIT Portfolio</title>
      <link>http://seekingalpha.com/article/738071/comments?source=feed#comment-7642501</link>
      <guid isPermaLink="false">7642501</guid>
      <content>
        <![CDATA[eMBS.]]>
      </content>
      <pubDate>Sun, 22 Jul 2012 14:12:14 -0400</pubDate>
      <description>
        <![CDATA[eMBS.]]>
      </description>
    </item>
    <item>
      <title>Diversify Your mREIT Portfolio</title>
      <link>http://seekingalpha.com/article/738071/comments?source=feed#comment-7642481</link>
      <guid isPermaLink="false">7642481</guid>
      <content>
        <![CDATA[I am holding off on MTGE for now.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/casb'>http://seekingalpha.co...</a>.  I will revisit it soon.]]>
      </content>
      <pubDate>Sun, 22 Jul 2012 14:12:05 -0400</pubDate>
      <description>
        <![CDATA[I am holding off on MTGE for now.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/casb'>http://seekingalpha.co...</a>.  I will revisit it soon.]]>
      </description>
    </item>
    <item>
      <title>Diversify Your mREIT Portfolio</title>
      <link>http://seekingalpha.com/article/738071/comments?source=feed#comment-7642441</link>
      <guid isPermaLink="false">7642441</guid>
      <content>
        <![CDATA[No particular reason.  I need to do some work on ARR.  ]]>
      </content>
      <pubDate>Sun, 22 Jul 2012 14:10:59 -0400</pubDate>
      <description>
        <![CDATA[No particular reason.  I need to do some work on ARR.  ]]>
      </description>
    </item>
    <item>
      <title>Focused On Rebuilding Wealth With Income</title>
      <link>http://seekingalpha.com/article/658991/comments?source=feed#comment-6423311</link>
      <guid isPermaLink="false">6423311</guid>
      <content>
        <![CDATA[Two very different reits.  AGNC is agency and TWO is hybrid (a lot of non agency).  I like the low balance strategy at AGNC and the risk management at TWO on the non agency.  The subprime was acquired at 50 cents.  ]]>
      </content>
      <pubDate>Thu, 14 Jun 2012 12:40:17 -0400</pubDate>
      <description>
        <![CDATA[Two very different reits.  AGNC is agency and TWO is hybrid (a lot of non agency).  I like the low balance strategy at AGNC and the risk management at TWO on the non agency.  The subprime was acquired at 50 cents.  ]]>
      </description>
    </item>
    <item>
      <title>These 11 Charts Prove The Economy Has Gone Ice Cold</title>
      <link>http://seekingalpha.com/article/658791/comments?source=feed#comment-6417521</link>
      <guid isPermaLink="false">6417521</guid>
      <content>
        <![CDATA[Nice article.]]>
      </content>
      <pubDate>Thu, 14 Jun 2012 10:50:54 -0400</pubDate>
      <description>
        <![CDATA[Nice article.]]>
      </description>
    </item>
    <item>
      <title>Focused On Rebuilding Wealth With Income</title>
      <link>http://seekingalpha.com/article/658991/comments?source=feed#comment-6410231</link>
      <guid isPermaLink="false">6410231</guid>
      <content>
        <![CDATA[More on AGNC: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/e0qv'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Thu, 14 Jun 2012 08:13:20 -0400</pubDate>
      <description>
        <![CDATA[More on AGNC: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/e0qv'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>A Look Inside American Capital Agency</title>
      <link>http://seekingalpha.com/article/654151/comments?source=feed#comment-6376601</link>
      <guid isPermaLink="false">6376601</guid>
      <content>
        <![CDATA[Walvestor - what is your view on non agency M reits?]]>
      </content>
      <pubDate>Wed, 13 Jun 2012 10:18:51 -0400</pubDate>
      <description>
        <![CDATA[Walvestor - what is your view on non agency M reits?]]>
      </description>
    </item>
    <item>
      <title>REITs Yielding 12% And Trading Near Book Value</title>
      <link>http://seekingalpha.com/article/654981/comments?source=feed#comment-6363471</link>
      <guid isPermaLink="false">6363471</guid>
      <content>
        <![CDATA[Most REITs trade around book value.  Anytime they trade meaningful above book (10%) the manager will issue shares.]]>
      </content>
      <pubDate>Tue, 12 Jun 2012 22:23:55 -0400</pubDate>
      <description>
        <![CDATA[Most REITs trade around book value.  Anytime they trade meaningful above book (10%) the manager will issue shares.]]>
      </description>
    </item>
    <item>
      <title>How To Construct A High Dividend REIT Portfolio</title>
      <link>http://seekingalpha.com/article/649311/comments?source=feed#comment-6311081</link>
      <guid isPermaLink="false">6311081</guid>
      <content>
        <![CDATA[What is your view on Mortgage REITs?  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Mon, 11 Jun 2012 12:55:34 -0400</pubDate>
      <description>
        <![CDATA[What is your view on Mortgage REITs?  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>Building A Do-It-Yourself Dividend Portfolio: Critical Rules To Follow (Part 1)</title>
      <link>http://seekingalpha.com/article/649721/comments?source=feed#comment-6306291</link>
      <guid isPermaLink="false">6306291</guid>
      <content>
        <![CDATA[I agree 100% with the diversification aspect.... specifically as its relates to M REITs.  I think investors need to realize that all the large well established players trade around book value so you can own 4 - 5 in smaller allocations vs. going all-in on AGNC or NLY....<br/><br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Mon, 11 Jun 2012 10:54:23 -0400</pubDate>
      <description>
        <![CDATA[I agree 100% with the diversification aspect.... specifically as its relates to M REITs.  I think investors need to realize that all the large well established players trade around book value so you can own 4 - 5 in smaller allocations vs. going all-in on AGNC or NLY....<br/><br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>1 Dividend Stock For Retirees To Avoid And 3 To Buy</title>
      <link>http://seekingalpha.com/article/649601/comments?source=feed#comment-6305971</link>
      <guid isPermaLink="false">6305971</guid>
      <content>
        <![CDATA[I suggest that investors hold a more diversified pool of REITs given they all trade around book value.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Mon, 11 Jun 2012 10:47:00 -0400</pubDate>
      <description>
        <![CDATA[I suggest that investors hold a more diversified pool of REITs given they all trade around book value.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>TARP Warrants Revisited Part 2: Opportunities Exist For Long-Term Investors</title>
      <link>http://seekingalpha.com/article/637321/comments?source=feed#comment-6287911</link>
      <guid isPermaLink="false">6287911</guid>
      <content>
        <![CDATA[I own the PNC 2018 warrants.  In addition investors can play the survival of these banks with an options play.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dv0r'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Sun, 10 Jun 2012 14:38:11 -0400</pubDate>
      <description>
        <![CDATA[I own the PNC 2018 warrants.  In addition investors can play the survival of these banks with an options play.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dv0r'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>5 Picks For A Diversified Retirement Portfolio</title>
      <link>http://seekingalpha.com/article/649181/comments?source=feed#comment-6285901</link>
      <guid isPermaLink="false">6285901</guid>
      <content>
        <![CDATA[I think all investors should have some exposure to M REITs given the interest rate environment.  Here are my ideas.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a><br/><br/>Thesis is to accumulate a diversified pool of 5 - 6 M Reits.]]>
      </content>
      <pubDate>Sun, 10 Jun 2012 13:27:00 -0400</pubDate>
      <description>
        <![CDATA[I think all investors should have some exposure to M REITs given the interest rate environment.  Here are my ideas.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/dus5'>http://seekingalpha.co...</a><br/><br/>Thesis is to accumulate a diversified pool of 5 - 6 M Reits.]]>
      </description>
    </item>
    <item>
      <title>Building A Mortgage REIT Portfolio</title>
      <link>http://seekingalpha.com/article/646421/comments?source=feed#comment-6248301</link>
      <guid isPermaLink="false">6248301</guid>
      <content>
        <![CDATA[My view on MTGE - <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/casb'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 17:21:22 -0400</pubDate>
      <description>
        <![CDATA[My view on MTGE - <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/casb'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>Building A Mortgage REIT Portfolio</title>
      <link>http://seekingalpha.com/article/646421/comments?source=feed#comment-6245581</link>
      <guid isPermaLink="false">6245581</guid>
      <content>
        <![CDATA[I would rather lighten up on your exposure so you can sleep or look for M Reits like HTS that would perform against a rate rise.  ]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 16:00:23 -0400</pubDate>
      <description>
        <![CDATA[I would rather lighten up on your exposure so you can sleep or look for M Reits like HTS that would perform against a rate rise.  ]]>
      </description>
    </item>
    <item>
      <title>Building A Mortgage REIT Portfolio</title>
      <link>http://seekingalpha.com/article/646421/comments?source=feed#comment-6245551</link>
      <guid isPermaLink="false">6245551</guid>
      <content>
        <![CDATA[I own DBL from Doubleline.]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 15:59:17 -0400</pubDate>
      <description>
        <![CDATA[I own DBL from Doubleline.]]>
      </description>
    </item>
    <item>
      <title>Building A Mortgage REIT Portfolio</title>
      <link>http://seekingalpha.com/article/646421/comments?source=feed#comment-6235961</link>
      <guid isPermaLink="false">6235961</guid>
      <content>
        <![CDATA[No question you could buy the ETF.  I like doing the security selection here given the transparency into the strategy.  But not a bad way to go.]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 11:31:44 -0400</pubDate>
      <description>
        <![CDATA[No question you could buy the ETF.  I like doing the security selection here given the transparency into the strategy.  But not a bad way to go.]]>
      </description>
    </item>
    <item>
      <title>Options On Recovery: Betting On Bank Stocks</title>
      <link>http://seekingalpha.com/article/646731/comments?source=feed#comment-6235701</link>
      <guid isPermaLink="false">6235701</guid>
      <content>
        <![CDATA[You could certainly deploy a strategy that utilized further OTM options.  You will simply generate less yld on the cash used to secure the sale of the option.]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 11:23:31 -0400</pubDate>
      <description>
        <![CDATA[You could certainly deploy a strategy that utilized further OTM options.  You will simply generate less yld on the cash used to secure the sale of the option.]]>
      </description>
    </item>
    <item>
      <title>Options On Recovery: Betting On Bank Stocks</title>
      <link>http://seekingalpha.com/article/646731/comments?source=feed#comment-6231941</link>
      <guid isPermaLink="false">6231941</guid>
      <content>
        <![CDATA[I should have mentioned.  Put sellers should always sell cash secured puts.]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 10:06:25 -0400</pubDate>
      <description>
        <![CDATA[I should have mentioned.  Put sellers should always sell cash secured puts.]]>
      </description>
    </item>
    <item>
      <title>Building A Mortgage REIT Portfolio</title>
      <link>http://seekingalpha.com/article/646421/comments?source=feed#comment-6231721</link>
      <guid isPermaLink="false">6231721</guid>
      <content>
        <![CDATA[I have researched CIM and just never got comfortable with it.  Part of the thesis on these REITs is getting comfortable with the managers.  Not impressed with what the CIM management team has done since 07.  These are income plays that all trade around book and yield between 13 - 18%.  I rather stick with what I think it best in class. ]]>
      </content>
      <pubDate>Fri, 08 Jun 2012 10:02:05 -0400</pubDate>
      <description>
        <![CDATA[I have researched CIM and just never got comfortable with it.  Part of the thesis on these REITs is getting comfortable with the managers.  Not impressed with what the CIM management team has done since 07.  These are income plays that all trade around book and yield between 13 - 18%.  I rather stick with what I think it best in class. ]]>
      </description>
    </item>
    <item>
      <title>How To Generate 10%+ Returns On These Blue Chip Equities</title>
      <link>http://seekingalpha.com/article/645381/comments?source=feed#comment-6217691</link>
      <guid isPermaLink="false">6217691</guid>
      <content>
        <![CDATA[For Part I of this series please visit: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/do77'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Thu, 07 Jun 2012 19:26:52 -0400</pubDate>
      <description>
        <![CDATA[For Part I of this series please visit: <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/do77'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>Inflation: The Next Crisis, And How To Protect Your Investments</title>
      <link>http://seekingalpha.com/article/638271/comments?source=feed#comment-6128731</link>
      <guid isPermaLink="false">6128731</guid>
      <content>
        <![CDATA[TBT might not perform they way you want.  There might be significant financial repression and inflation and TBT will not provide the hedge you want.  Serious investors should take a read of Chris Cole's latest piece.  Very interesting.  <a rel='nofollow' target='_blank' href='http://bit.ly/KKNZYz'>http://bit.ly/KKNZYz</a>]]>
      </content>
      <pubDate>Tue, 05 Jun 2012 12:20:29 -0400</pubDate>
      <description>
        <![CDATA[TBT might not perform they way you want.  There might be significant financial repression and inflation and TBT will not provide the hedge you want.  Serious investors should take a read of Chris Cole's latest piece.  Very interesting.  <a rel='nofollow' target='_blank' href='http://bit.ly/KKNZYz'>http://bit.ly/KKNZYz</a>]]>
      </description>
    </item>
    <item>
      <title>How To Generate 11% Yield On These Blue Chip Names</title>
      <link>http://seekingalpha.com/article/637891/comments?source=feed#comment-6123331</link>
      <guid isPermaLink="false">6123331</guid>
      <content>
        <![CDATA[Somewhat agree with the sentiment from the general public.  Not to say there are not &quot;risks.&quot;  But I view the risks as lost opportunity costs as opposed to loss of capital or purchasing power.  Lost opp cost in terms of the stock getting called away from you.  If you are an investor that has shunned options due to the perceived risk I suggest picking up a book and reading about the different strategies.  Knowledge is power.  You can make up your mind after you have educated yourself.]]>
      </content>
      <pubDate>Tue, 05 Jun 2012 10:25:21 -0400</pubDate>
      <description>
        <![CDATA[Somewhat agree with the sentiment from the general public.  Not to say there are not &quot;risks.&quot;  But I view the risks as lost opportunity costs as opposed to loss of capital or purchasing power.  Lost opp cost in terms of the stock getting called away from you.  If you are an investor that has shunned options due to the perceived risk I suggest picking up a book and reading about the different strategies.  Knowledge is power.  You can make up your mind after you have educated yourself.]]>
      </description>
    </item>
    <item>
      <title>The Miners Are Forming A Major Bottom</title>
      <link>http://seekingalpha.com/article/635451/comments?source=feed#comment-6098751</link>
      <guid isPermaLink="false">6098751</guid>
      <content>
        <![CDATA[Thanks for the article.  I think the margin of safety on these miners is high.  I like the sector.  Own... GDX, GDXJ, NEM, PAAS.  ]]>
      </content>
      <pubDate>Mon, 04 Jun 2012 14:44:00 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the article.  I think the margin of safety on these miners is high.  I like the sector.  Own... GDX, GDXJ, NEM, PAAS.  ]]>
      </description>
    </item>
    <item>
      <title>What Makes MFA A Compelling Investment</title>
      <link>http://seekingalpha.com/article/626561/comments?source=feed#comment-6029181</link>
      <guid isPermaLink="false">6029181</guid>
      <content>
        <![CDATA[I like NLY, AGNC, MFA, and TWO.  All these REITs have different strategies so listening to all the conference calls and reading the Ks and Qs is important.  In terms of NLY and MFA the tenure of the mgmt team (internally managed) are comforting.  For AGNC and TWO - I like the specific strategies.  thanks.]]>
      </content>
      <pubDate>Fri, 01 Jun 2012 19:00:36 -0400</pubDate>
      <description>
        <![CDATA[I like NLY, AGNC, MFA, and TWO.  All these REITs have different strategies so listening to all the conference calls and reading the Ks and Qs is important.  In terms of NLY and MFA the tenure of the mgmt team (internally managed) are comforting.  For AGNC and TWO - I like the specific strategies.  thanks.]]>
      </description>
    </item>
    <item>
      <title>Building A Portfolio Of Low Beta Equities For A Tumultuous Market</title>
      <link>http://seekingalpha.com/article/623871/comments?source=feed#comment-5935701</link>
      <guid isPermaLink="false">5935701</guid>
      <content>
        <![CDATA[Sorry, was not meant to be all inclusive.  These are some of the name I think people should look at adding.]]>
      </content>
      <pubDate>Wed, 30 May 2012 11:23:59 -0400</pubDate>
      <description>
        <![CDATA[Sorry, was not meant to be all inclusive.  These are some of the name I think people should look at adding.]]>
      </description>
    </item>
    <item>
      <title>High Yielding Investments For Your Retirement</title>
      <link>http://seekingalpha.com/article/621771/comments?source=feed#comment-5912971</link>
      <guid isPermaLink="false">5912971</guid>
      <content>
        <![CDATA[Investors looking for yld should contemplate hybrid mortgage reits.]]>
      </content>
      <pubDate>Tue, 29 May 2012 18:00:08 -0400</pubDate>
      <description>
        <![CDATA[Investors looking for yld should contemplate hybrid mortgage reits.]]>
      </description>
    </item>
    <item>
      <title>Building A Retirement Portfolio In A Tumultuous Time</title>
      <link>http://seekingalpha.com/article/618881/comments?source=feed#comment-5863891</link>
      <guid isPermaLink="false">5863891</guid>
      <content>
        <![CDATA[I do like a small allocation to mortgage REITs.  Take a look at the hybrid M REITs that invest in the non agency space.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/d32n'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Sun, 27 May 2012 23:06:18 -0400</pubDate>
      <description>
        <![CDATA[I do like a small allocation to mortgage REITs.  Take a look at the hybrid M REITs that invest in the non agency space.  <a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/d32n'>http://seekingalpha.co...</a>]]>
      </description>
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