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  • Why Can't American Capital Agency Corp Deliver 20% Returns Anymore? [View article]
    Thank you for this very clear analysis. How could the yield curve get steeper?
    Nov 11, 2015. 08:22 PM | Likes Like |Link to Comment
  • ARMOUR Residential REIT: Best-Of-Breed? [View article]
    I sold several months ago based on recommendations on this site. That turned out to be a good move. I bought a little right before earnings because it had gone down so much since I sold. So far, things are going well. But I am certainly not going to load up.
    Nov 10, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • Mortgage REITs aiming for sustained rally [View news story]
    You may be ignorant but when it comes to MREITs, even the experts don't seem to have a clue.
    Oct 7, 2015. 02:46 PM | 8 Likes Like |Link to Comment
  • Armour Residential REIT: So What? [View article]
    Wrong again? This analyst saved me a ton of money by warning us about ARR.
    Sep 28, 2015. 04:42 PM | 3 Likes Like |Link to Comment
  • Dividend Sustained: ARMOUR Residential REIT Makes The Right Choice [View article]
    My take is this is a horrible MREIT but I might actually have a positive return if I bought it. I think you said that even if management kills it off we could still profit.
    Sep 25, 2015. 02:16 PM | 2 Likes Like |Link to Comment
  • Western Asset Mortgage Capital Cuts Dividend, But The Worst Isn't Over. Bears Party On [View article]
    Frankly, I did not have a problem with the tone of this article.
    Sep 25, 2015. 12:46 AM | 8 Likes Like |Link to Comment
  • Western Asset Mortgage Capital declares $0.60 dividend [View news story]
    WMC up in after hours.
    Sep 24, 2015. 05:07 PM | 1 Like Like |Link to Comment
  • American Capital Agency: The 8% Yielding Preferred Stock Is Not Looking Bad At All [View article]
    I have a positive return on my AGNCP investment which is my larges MREIT holding and far superior to the common stock.
    Sep 24, 2015. 03:24 PM | 2 Likes Like |Link to Comment
  • REITs early winners as Fed holds its fire [View news story]
    As long as we are being ridiculous, it's about time we are ridiculous on the way up. If you don't want ridiculous, the stock market is not the place to be.
    Sep 17, 2015. 02:48 PM | 5 Likes Like |Link to Comment
  • American Capital eyes getting more aggressive [View news story]
    If it is not priced in now, I am not sure it will ever be priced in. Having said that, I have been doing some nibbling at near lows and it is working fairly well so far. A rate increase, if it happens will be a good test. I lean towards the idea that the fear is worse than the reality. The reality will show it has been priced in.
    Sep 16, 2015. 07:32 PM | 3 Likes Like |Link to Comment
  • Colbert wins late night for CBS with 6.6M viewers in debut [View news story]
    I'm a boomer and I am not moving aside as I am a yuuuuuuge Colbert fan. I thought he was funny last night but perhaps just a bit nervous. It is the first late night show I have ever recorded in my life.
    Sep 9, 2015. 04:54 PM | Likes Like |Link to Comment
  • Why 12% Dividend Yields May Be Less Risky Than You Think [View article]
    Yes, you would think all this fear of rising rates would be priced in by now. But I said that a year ago. Yes, the market is absurd as there is no way a 1/4 percent increase could possibly logically cause all this pain for the MREITs. The author's thesis seems reasonable, but I would not be surprised if prices continue to plummet.
    Sep 7, 2015. 06:56 PM | 1 Like Like |Link to Comment
  • The Plain Truth About Armour Residential REIT [View article]
    Thanks for all your warnings on this stock. I sold several months ago on your recommendation and obviously have not regretted it.
    Sep 4, 2015. 09:40 PM | 3 Likes Like |Link to Comment
  • Little working in financials, but REITs outperform [View news story]
    Whose handle? It appears he was deleted and it is about time.
    Sep 1, 2015. 05:34 PM | 2 Likes Like |Link to Comment
  • Weighing The Week Ahead: What Are The Lessons From The Market Turmoil? [View article]
    After the fact, it is easy to say that the individual investor should have done nothing on Monday. However, on Monday, who knew that the rest of the week wasn't going to be much worse. I did not sell and I bought some which was lucky. But I also put in some hedges. That, obviously did not turn out well. But maybe they would this week.
    Aug 30, 2015. 11:26 PM | 1 Like Like |Link to Comment