Seeking Alpha


Send Message
View as an RSS Feed
View kingdad's Comments BY TICKER:
Latest  |  Highest rated
  • Annaly: Buying The Dips Before The Company Announces The Next Dividend [View article]
    RS, Long Time no comment, I'm still neck deep in mReits of my own choosing even after last year's bloodbath.

    Seems that with this year's slight recovery for the sector and those much maligned Dividends I'm even or ahead in all my positions with even more Divy's coming up next week. Putting my last year's positions on solid footing going forward.

    Yellin's Comments should keep the rules the same for months to years to come.
    The best part continues to be their slow metered withdrawal from the Marketplace along with the negative influences that their purchases have upon free enterprise vs Gov't attempts to fix prices. But only time will tell.

    Have to say I agree that this will be an UP Year for the Reits of all sorts, Barring any major Political Missteps on the international stage. I would appreciate your thoughts on the mReit Preferred Shares marketplace. Given that they are often times providing 8% or better returns and many are trading below Call Price by a good margin to further boost the overall ROR or ROI for those stocks, they seem to offer opportunities for the more Conservative Investors. Regards to you RS ;)
    Mar 20 12:14 PM | 2 Likes Like |Link to Comment
  • I Ran For The Hills And Found These mREIT Preferreds [View article]
    Having been invested in mReits and Preferred mReits I can say I am happy, I own NRFPRB and PRC and RSOPRB CIM and IVR.
    I have owned REM and many of the of the other mReit stocks and traded in and out of them for fun and Profit. The Past year and change has been hard on that sector. The New Year is starting out well for both the Common and Pref shares. We still need to see what the Fed will do and when and at what rate(s). The Housing and Bldg Sectors are showing some signs of picking up too.

    The mReit Preferred still offer some lower than BV buy-in points and thus enhanced rate of return from the initial offering rate.
    Do you need to monitor the stocks and be reaqdy to trade in and out as you deem necessary? Absolutely! Are these stocks for the Risk Adverse conservative type of investors, Perhaps to a small degree, esp. given the poor returns from Bonds, CDs, MMs and Annuities. A small position certainly could pay your Holiday bills or a getaway vacation. The Common shares more so but they require a more significant investment in time and monitoring with an exit strategy in place. The article was of good quality and didn't misrepresent anything. 2014 could prove to be a very good year for the Reit Sector as a whole. I certainly hope so.
    Jan 17 10:54 AM | Likes Like |Link to Comment
  • Chimera halted with news pending [View news story]
    just the release of the 2012 4th Qtr 10K report which showed upside results.
    All in all a good report, long over due. No negative hits also a big Plus looking forward.
    any NLY Buyout will have to wait until 2014
    Jan 1 10:10 AM | Likes Like |Link to Comment
  • Chimera halted with news pending [View news story]
    What up? still awaiting my special 20 cent ps dividend.
    Dec 31 12:47 PM | Likes Like |Link to Comment
  • An 8.2% Yielding Safer Alternative To Annaly Capital [View article]
    Decent article reminded me of one I wrote a year or so ago touting the benefits of mReit Preferred shares over the Common stock.
    I have owned and still own some good issues that have both increased and decreased in value over that time period with no interruption in the dividends. Today many Preferred mReit stocks are trading in the bargain basement range which greatly enhances their rate of return vs first issuance ROR. Given the normal and predictable upswing in the housing markets before us these could prove to be very good times to initiate a position in this area. Noting one's tolerance for need and factoring in ROR or ROI a good case can be made for a wide range of these and cReit preferred stocks.
    cim, ivr, rsoprb, nrfprb nrfprc are my current holdings in this sector.
    I have no plans to divest myself of any of them since Daddy needs the Divy Money!
    Dec 31 09:29 AM | Likes Like |Link to Comment
  • Will The Fed Tapering Help The mREITs? Well, It Depends (Part 2) [View article]
    RS Thanks for the article. What are your thoughts on CIM and esp. that 20cent ps special div in Jan.?

    ll that being said. My Best Wishes for a Merry Christmas and a Happy New Year. Make a safe one too! ;)
    Dec 22 10:32 AM | Likes Like |Link to Comment
  • Annaly And American: OK, How Do The Best Analysts Rate These Stocks? [View article]
    One BIG PROBLEM I personally have with Fidelity and one I have made them aware of, is there slowness in posting any current data/News on a stock, mReits for sure. I have to come here and seek out today's and yesterday's news about almost any stock. Thus their ratings are affected and about a week behind (or more) anything we can find here at SA. Yes I trade through them so I can complain.

    That being said what are your thoughts on the Preferred shares within the mREeit sector. The Share prices have all taken significant hits the past 3 months but the Dividends are all holding steady. I'd like to hear your opinions and thoughts on NLY, AGNC, RSO, NRF, IVR and others preferred shares and outlook going forward. regards and Best wishes for a Joyful Holiday season to you and the family.
    Dec 4 12:18 PM | Likes Like |Link to Comment
  • Annaly Capital Is De-risking, De-leveraging, Diversifying, And Growing Its Core Earnings ROE [View article]
    Other mReits have also been diversifying with the same results. they get slammed with the group each and everytime. Seems there are a lot of short-sellers continuing to put unnecessary downward pressure on this segment. Gov't Policies have done precious little to help the Reit and mReit sectors and the proposed new Fed Head is just going to lock-step behind her predecessor if she can be believed.

    Even the Preferred shares of many of the better and more diversified mReits have taken a beating though that at least bodes well for return on investment if one buys in now. At a rough return rate of 8% +or- .5% (some at or near 9%) on the Preferreds I have chosen to hide there for the time being.
    Nov 12 09:04 AM | 5 Likes Like |Link to Comment
  • American Capital Agency's Dividend Range Scenarios For Q3 2013 [View article]
    Scott I'm more interested in your thoughts on this month's Fed Meeting and the likelihood of a slight lowering of QE3 purchases and what the effect will be across the sector. Sorry I haven't commented in a while but I've been laying low licking my wounds and recapturing some of my losses.
    Sep 9 12:33 PM | 4 Likes Like |Link to Comment
  • New 7.50% Preferred Stock, Get In While You Can [View article]
    Now is a good time to pick up shares of the mReit preferreds if you can. Most are below Book value and still retaining their value and the rate of return is generally quite good. Conservative investors should certainly have some in their portfolios, I do.
    Jul 19 11:23 AM | Likes Like |Link to Comment
  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory [View article]
    Glad to see folks coming around to the mreit preferreds they are at bargain prices of late.
    Jun 26 12:17 PM | Likes Like |Link to Comment
  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory [View article]
    I do not believe the Fed is confused at all! The markets reaction to the continued policy of printing bonds and then buying them with our own freshly printed money was overdue and is proving to be a disastrous idea that is coming home to roost after adding a trillion plus dollars of new debt upon the backs of an already overburdened American Taxpayer.

    Clearly the Fed didn't look long, hard or well at the State of the Global economy. The EU, the Asian Dynamo, and the emerging nations are all in major slumps with no sign of improvement on the horizon. I serious doubt if Ben or his associates gave much thought at all to this of the the effects that their increased spending and creation of long term additional debt would have upon us. Maybe they did. Maybe they just figure to skip out and stick the next Congress and President with all the Bills and troubles. Given the past 4.5 yrs., I've seen precious little in Government Policy or actions from the Fed to be optimistic about from any of the aforementioned players.
    Jun 24 11:16 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Updated Dividend Sustainability Analysis (Through Q1 2013) [View article]
    11am 6/24 $22.44 down another 4.25% this AM. Sorry you missed the bottom!

    People get mad when I bring politics and policy up in here BUT CLEARLY bad decisions based on Bad Policies have contributed to the previous malaise and current (long overdue) Market correction. The false bubble of psuedo- Economic growth just could not carry the world's failing economies as well as our own. Unemployment in the EU is reaching new Highs in the poorest nations. We now appear to have a permanent Un/under-employed sector within our own economy (just look at the history making unemployment rates within this nations cities) with no new visionary plans, policies etc. being proposed to help America recover. The Asian dynamo is slowing down again and this all plays into a vicious little circle of a spiralling down set of economies across the globe. This lack of leadership at home and abroad is truly saddening and disastrous for this nation and the world.
    Jun 24 11:05 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Updated Dividend Sustainability Analysis (Through Q1 2013) [View article]
    GD Bernanke and his failed policies.l They've done precious little to help grow the economy and they load America down with Trillions more in debt! Another blood-letting for this sector is before us and this nation's markets too.
    Jun 20 09:41 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Updated Dividend Sustainability Analysis (Through Q1 2013) [View article]
    Lets hope we hear some good news for this overly abused and rundown sector!
    Jun 19 09:59 AM | 1 Like Like |Link to Comment