Seeking Alpha

tstreet

tstreet
Send Message
View as an RSS Feed
View tstreet's Comments BY TICKER:
Latest  |  Highest rated
  • Annaly Capital Is A Steal At $9 [View article]
    At this point, aren't the possible higher interest rates priced in? Or, with MREITs, is nothing ever priced in?
    Jul 1, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Wind And Solar Will Soon Become The 'Least-Cost Option' [View article]
    You need to talk to some other people.
    Jun 30, 2015. 06:07 PM | Likes Like |Link to Comment
  • Wind And Solar Will Soon Become The 'Least-Cost Option' [View article]
    You went a bit too far there with the mass murder. Solar has been coming down in price rapidly, exceeding expectations. Solar, of course, is just one piece of the puzzle but the way things are going, it will be the rational choice for the consumer. No mass murder required. There will be suffering in the future but that does not mean we cannot prevent a catastrophic collapse.

    Yes, people will adapt but many won't, like the hundred that just died from the heat in Pakistan. Many people will have to move but it is doubtful if there is any place to move to or if they will be welcome. In essence, it is global warming that will, in effect, result in massive deaths, if not mass murder.
    Jun 30, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • Wind And Solar Will Soon Become The 'Least-Cost Option' [View article]
    No they haven't
    Jun 30, 2015. 05:59 PM | Likes Like |Link to Comment
  • Mortgage REITs tumble as 10-year yield hits 2015 high [View news story]
    What does this have to do with socialism?
    Jun 26, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • TBT Is The Best Inverse Bond ETF On The Market [View article]
    The president has nothing to do with interest rates unless you are saying he is dictating policy to the FED.
    Jun 24, 2015. 05:02 PM | 1 Like Like |Link to Comment
  • First Solar: A Few Reasons Why This Solar Stock Is Primed For More Upside [View article]
    Isn't it also true that FSLRs manufacturing costs are lower as well? So, even if they have the same efficiency, they will be cheaper than the firms who use a different technology.
    Jun 23, 2015. 07:49 PM | 1 Like Like |Link to Comment
  • MORL's Still Attractive Dividend Yield May Exceed 30% [View article]
    You should point out that total returns for MORL have been negative for the past year even with reinvested dividends.
    Jun 22, 2015. 11:47 PM | 9 Likes Like |Link to Comment
  • First Solar Is At A Tipping Point [View article]
    I have been following solar PV since the 70s. From that perspective, the current costs of solar are absolutely spectacular. Regardless of which company does well, we all win. I am in the red right now with FSLR but will stick with it for the long haul.
    Jun 20, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    I am not concerned about the dividend cut per se but share the concern about lack of transparency. We shouldn't have to speculate about why they cut the dividend.
    Jun 19, 2015. 11:47 PM | 2 Likes Like |Link to Comment
  • Addressing Western Asset Mortgage Capital's Perplexing Dividend Cut [View article]
    willy

    I do not understand your comment about performance if you are talking about stock performance. Over the last year, it has performed better than just about all the other MREITs. They lowered their dividend but it is still has one of the highest yields. This is not to say it won't perform poorly in the future but I do not think any of us really know how that will turn out.
    Jun 19, 2015. 11:44 PM | 6 Likes Like |Link to Comment
  • Armour Residential REIT's Smoke, Mirrors And Bandage [View article]
    Dividends are not nice if losses exceed the dividend.
    Jun 18, 2015. 07:42 PM | 5 Likes Like |Link to Comment
  • Armour Residential REIT's Smoke, Mirrors And Bandage [View article]
    Thanks for this. I sold shortly after your last article on this which obviously turned out to be a good move. I bought some puts today right after the announcement on the reverse split. This smacks of desperation on ARR's part.
    Jun 18, 2015. 04:34 PM | 3 Likes Like |Link to Comment
  • Armour Residential sets reverse split, expects small boost to dividend [View news story]
    I find this less, not more attractive. Just bought some puts.
    Jun 18, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • Why Investors Should Prepare For A Correction [View article]
    You're probably right but then I would have said the same thing a few years ago.
    Jun 13, 2015. 09:30 AM | 1 Like Like |Link to Comment
COMMENTS STATS
963 Comments
1,414 Likes