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jerryW01

jerryW01
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  • A big player in the mortgage REIT sector catches an upgrade amidst the sell-off, American Capital Agency (AGNC -3%) being moved to Buy from Hold at Sterne Agee. Shares were down about 8% at the session lows. [View news story]
    So many conflicting articles either AGNC is good or bad with OE3......

    The drop of 8% is incredible....to me I don't know if any information presented on this site is credit worthy......

    Take a stance on a stock - one way or the other instead of offering what if's.....
    Oct 15, 2012. 02:45 PM | 5 Likes Like |Link to Comment
  • "Rates go down you get killed, rates go up you get killed," says hedge fund manager Brad Golding, summing up the situation for mortgage REITs. The days of double-digit yields are over - at least at Annaly (NLY) - where new co-CEO Wellington Denahan-Norris calls it "fantasy" to think the company can just jack up leverage to replicate the returns of the past. [View news story]
    I find it funny that most of the articles talked about REIT's positioning themselves against higher interest rates and that the spreads were smaller but till will yeild good returns.

    Then in on day AGNC saw 42,000,000 shares trading on one day when the avg. is only about 8,000,000......Someone knew something for the big share holders to sell off so quick.....

    Why was the average investor not privilage to the same information that cause these big fund companies to sell off...??????????
    Oct 16, 2012. 12:54 PM | 3 Likes Like |Link to Comment
  • Coping With Mortgage REIT Chaos Part II: Additional Thoughts [View article]
    If it is true only 49% of the share holders are large institutions, then 51% are small and would have had to sell over 24,500,000 shares.... I find this hard to believe....

    Also, I believe that individuals who write about stocks need to be much more careful inform the reader of what is important for a stock to be good and what to watch for problems..

    I believe if a writter is unable to do this, then they need to write about something else......Your misguiding the reader......

    Please provide me with several articles that mention the reader (investor of REIT's) should sell....

    I want to know what 59% of the investor knew, where they got their information, and what indicators were used to determine this large sell off...

    Thanks
    Oct 18, 2012. 12:40 PM | 1 Like Like |Link to Comment
  • Is Armour Residential A Danger To Your Portfolio? [View article]
    It is funny On August 20th, 2012 Seeking Alpha posted this article " Armour Residential REIT will Maintain A Big Dividend through 2014..."

    and now you post this article.....

    How can an investor trust anything that "Seeking Alpha" writes with two articles contradicting each other...

    My opinon "Seeking Alpha" and writers have no clue what the other is doing and investors cannot trust any of the writers or seeking Alpha.....

    Seeking Alpha should desolve itself due to these contridicting articles...
    Aug 29, 2012. 02:27 PM | 1 Like Like |Link to Comment
  • These 10 mREITs Will Rise On Record Low Rates [View article]
    how does NYMT reit do in a low interest rate market.
    May 30, 2012. 02:10 PM | 1 Like Like |Link to Comment
  • Several Reasons Why I Think The Double-Digit Mortgage REIT Yields May Soon Decline [View article]
    What would you recommend instead of mREIT?
    Nov 11, 2012. 07:15 PM | Likes Like |Link to Comment
  • "Rates go down you get killed, rates go up you get killed," says hedge fund manager Brad Golding, summing up the situation for mortgage REITs. The days of double-digit yields are over - at least at Annaly (NLY) - where new co-CEO Wellington Denahan-Norris calls it "fantasy" to think the company can just jack up leverage to replicate the returns of the past. [View news story]
    You were very smart to get out and sell off....Just would like to know where you got your information that prompted you to sell your shares and how determined how many shares to sell...

    I want to be tied into the sites you used for your information...
    Oct 18, 2012. 11:37 AM | Likes Like |Link to Comment
  • "Rates go down you get killed, rates go up you get killed," says hedge fund manager Brad Golding, summing up the situation for mortgage REITs. The days of double-digit yields are over - at least at Annaly (NLY) - where new co-CEO Wellington Denahan-Norris calls it "fantasy" to think the company can just jack up leverage to replicate the returns of the past. [View news story]
    I agree and have......a sell off of 42,000,000 shares in a day when the average volume is only 5,000,000 - someone hand is the cookie jar......especially when this site and many others indicated buy signals and price target of $37.00.

    I would like to know where "JLesinski" (above) got his information to sell when he did and why he choose the amount to sell...
    Oct 18, 2012. 11:29 AM | Likes Like |Link to Comment
  • "Rates go down you get killed, rates go up you get killed," says hedge fund manager Brad Golding, summing up the situation for mortgage REITs. The days of double-digit yields are over - at least at Annaly (NLY) - where new co-CEO Wellington Denahan-Norris calls it "fantasy" to think the company can just jack up leverage to replicate the returns of the past. [View news story]
    Thanks for your reply......I investigated several different sites and charts and other investment firms and no one said there should be a sell off of this magitude.......to the opposite.....there were buy signals out .......

    So if you don't mind, let me know the site(s) you go to that presented information indicating there were problems and you may want to consider selling ....

    I would appreciate your input......because this site never indicated a problem large enough that a 42,000,000 share sell off is possible....One third of the total outstanding shares..

    Please I would really like the site information you used to prompt you to sell and also how you knew how much to sell...

    Thanks
    Oct 18, 2012. 11:24 AM | Likes Like |Link to Comment
  • Can CYS Investments Survive The Changing Mortgage Market? [View article]
    I would like to know about AGNC, TWO, ARR, NYMT.....is it time to sell, buy, or hold?????

    Also, thoughts on BDC - like PNNT, BKCC, KFN

    THanks
    Oct 13, 2012. 02:00 PM | Likes Like |Link to Comment
  • Can CYS Investments Survive The Changing Mortgage Market? [View article]
    I would like to know about AGNC, TWO, ARR, and NYMT....is it time to sell them, buy more, or hold...???
    Oct 13, 2012. 01:58 PM | Likes Like |Link to Comment
  • High Yield mREIT Investors Are Missing Out On The Alpha [View article]
    So what is good to buy where they are priced now? Looking for income and if I get appreciation that's great..

    AGNC, ARR, TWO, NYMT,

    or combination or comgination of something else....

    Thanks
    Sep 25, 2012. 01:06 PM | Likes Like |Link to Comment
  • High Yield mREIT Investors Are Missing Out On The Alpha [View article]
    How do the following Ranks?

    - AGNC
    - ARR
    - TWO
    - NYMT

    Thanks
    Sep 23, 2012. 02:04 PM | Likes Like |Link to Comment
  • Is Armour Residential A Danger To Your Portfolio? [View article]
    Hi VicBc, Thanks for clearing that up, I agree........I understand what your saying, " these are only articles so take them for what they are worth, very little." I agree with you, as author(s) offer their comments for the purpose of writting an article, neither offer what they would do or how they would invest based on their comments....Therefore, I agree with you that you should not use what they write about as investment advise but for enjoyment of reading....Thanks for helping me see these article for what they are, entertainment....and if you want to know what to do stick to the professional investment analyist who "CAN" provide an investment position based on information.....Thanks VicBC
    Aug 31, 2012. 10:46 AM | Likes Like |Link to Comment
COMMENTS STATS
14 Comments
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