Seeking Alpha

E Nuff Sed » Comments » BIDU

  • How Retail Investors Might Play Julian Robertson's Ideas [View article]
    A play on interest rates is buying a stock like Annaly (NLY). It has been a good investment for me as its a it borrows money short term to buy long term agency mortgages. It it leveraged around 8 times. It is basically a yield curve play as it take interest rate risk but no credit risks as it deals exclusively with agency guaranteed mortgages.
    I plan to sell when the yield curve starts to flatten out.
    Sep 26 20:43 pm |Rating: +1 0 |Link to Comment
More on BIDU by E Nuff Sed
Comments by Ticker
AA, AAPL, ABB, ABK, ABT, ABX, ACAS, ACV, ADI, ADM, ADP, ADRE, ADVNA, ADVNB, ADVS, AES, AFL, AFN, AGN, AGNC, AGQ, AGU, AIG, ALGT, AMD, AMGN, AMZN, AN, ANH, APA, APEI, ARDNA, ARO, ARST, ATPWF.PK, AVP, AXP, AZN, AZO, BA, BAC, BAM, BAX, BBBY, BBT, BBVA, BBY, BC, BCR, BDX,
E Nuff Sed's
Comments Stats
568 comments
Rating: 124 (681 - 557 )