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HEC

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  • ATAC Week In Review: January 26, 2014 - The 2011/2012 Playbook [View article]
    He tells you in his article where to go in a deflationary period...long treasuries. This is why the REITs have started doing so well. In deflation cash is king as are the things which a secure and generate cash...high quality paper like treasuries.
    Jan 26, 2014. 11:00 PM | Likes Like |Link to Comment
  • American Capital Agency (AGNC -0.2%) estimates a similar decline in book value through June 7 as that experienced in Q1 (8.6%), putting June 7 book value at $26.44. At the current price, the stock is trading at about a 7% discount to book. The numbers were disclosed in slides prepared for the company's presentation at the Morgan Stanley conference at 3:35 ET this afternoon. [View news story]
    What you are seeing is a panic, by the low information investor and the uninformed who look at this as a tradeable equity. It is a machine for producing income. Those who need/want income are not selling.
    Jun 13, 2013. 12:13 AM | Likes Like |Link to Comment
  • Some green creeps into the mortgage REIT sector (MORT) after a panicky morning. Sector giants AGNC and NLY post small gains, while hybrid Invesco (IVR +2.8%) and agency adjustable-rate player Hatteras (HTS +3.1%) have moved strongly higher. Not only did insiders step in to buy plunging Armour Residential today, but they were also buyers (I, II) of sister-company Javelin Mortgage (JMI -2.3%) which got hit with a downgrade to Hold at Citigroup. At the morning's low of $14.69, the stock was trading at a 20% discount to March 31 book value. [View news story]
    I agree. There are the facts and there are the perceptions. You gotta get it straight to get it right. The massive exit by the gazelles caused the share loss. There serious owners, in for the income are going nowhere.
    May 30, 2013. 11:51 AM | Likes Like |Link to Comment
  • Risks Prevail At Annaly And American Capital [View article]
    You really don't understand AGNC or its real business. Most don't so you aren't alone. Their intellectual capital is what you are buying. Their risk management on the securities they select and how they use leverage is what gives them their impressive dividend. How they get the dividend off the leverage is their key. Read their materials, they are quite transparent. Good Luck
    Dec 13, 2011. 01:28 PM | 3 Likes Like |Link to Comment
  • China Will Stumble; I Guarantee It [View article]
    Excellent. Congrats. Thoughtful, critical thinking. Thanks for sharing!
    Dec 12, 2011. 05:21 PM | Likes Like |Link to Comment
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