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BFSVA

BFSVA
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  • It's a jittery mortgage REIT sector as last night's election assures the Fed will continue to strangle the leveraged operators' net interest margins. Annaly (NLY -2.8%) - the purest of the pure-play agency REITs - still reeling from Monday's poor earnings, leads to the downside. AGNC -2%, TWO -2.3%, HTS -2.1%[View news story]
    I bought low on today's news -- added to my already heavy holdings of ARR. Pretty happy.
    Nov 7 07:48 PM | 1 Like Like |Link to Comment
  • In addition to solid earnings and a stock repurchase announcement, American Capital Agency (AGNC +2.5%) basks in the glow of an upgrade to Buy from Hold at Wunderlich. The entire mREIT sector is lit up bright green. MORT +1.6%[View news story]
    Wild Ride!!! But I hung on! Proud of myself.
    Oct 31 10:53 PM | Likes Like |Link to Comment
  • The buzz behind the satellite radio airwaves is that Sirius XM Radio (SIRI +1.6%) star personality Howard Stern could leave the company with longtime supporter Mel Karmazin easing out of the CEO's office. Will Pandora (P -5.5%) try to shake up its lineup by making a play for the "King of All Media?" [View news story]
    wow. i love SIRI, but Stern, not so much.
    Oct 24 02:13 PM | 4 Likes Like |Link to Comment
  • How Did The Sirius XM Investor Bump His Head? [View article]
    I don't think big dog selling is necessarily bad -- there are lots of reasons to sell. There is only reason to buy, so I like "buying" news more and will take it more seriously than "sell" news.
    Oct 24 01:42 PM | Likes Like |Link to Comment
  • How Did The Sirius XM Investor Bump His Head? [View article]
    ...hope you're right....
    Oct 24 01:40 PM | 1 Like Like |Link to Comment
  • How Did The Sirius XM Investor Bump His Head? [View article]
    Wish I had someone like SF to keep me level on my REITS.
    Oct 24 01:39 PM | Likes Like |Link to Comment
  • How Did The Sirius XM Investor Bump His Head? [View article]
    That's why I like you so much, Stephen Faulkner -- you're a straight shooter.
    Oct 24 01:38 PM | Likes Like |Link to Comment
  • How Did The Sirius XM Investor Bump His Head? [View article]
    I kind of like straight language like "falling off the cliff" because I am a lay person, a simple "home" investor, not an financial whizz. These types of terms help me understand what is happening better than a bunch of terms and math and economic explanations -- which he also uses. So, this man writes for his audience, which is diverse. Thank you Faulkner, you keep me sane in a world that seems chaotic. Thanks to you, I've managed to ride the SIRI boom for about a year. I read everything you write and you do a great job! Thank you. Keep it coming. I'm counting on you!
    Oct 24 01:37 PM | Likes Like |Link to Comment
  • American Capital Agency (AGNC) falls 4.2% premarket as the stock goes ex-dividend today. The $1.54 decline thus far is quite a bit bigger than the $1.25 dividend. Secondary offering on the way? [View news story]
    i agree w/ capt brian. i don't claim to be the sharpest knife in the drawer - but, my arithmetic has me buying more shares when the stock price price goes down which = more dividend $ three months later. so i'm okay with it.
    Sep 19 02:40 PM | 1 Like Like |Link to Comment
  • American Capital Agency (AGNC) falls 4.2% premarket as the stock goes ex-dividend today. The $1.54 decline thus far is quite a bit bigger than the $1.25 dividend. Secondary offering on the way? [View news story]
    nope, $1.25
    Sep 19 02:35 PM | 1 Like Like |Link to Comment
  • Value Investors: Wal-Mart Is A Bargain At $58 [View article]
    And then there is the "debt bondage" crisis over shrimp workers in Thailand.
    http://bit.ly/LxgcD5
    May 7 02:51 PM | Likes Like |Link to Comment
  • Priceline Remains A Powerhouse Stock [View article]
    Bill, it's April 23 now and the stock has fallen about 50 points in the last couple of weeks. What has changed to cause this?
    Apr 24 05:10 PM | Likes Like |Link to Comment
  • More on CSX: Q1 earnings beat on both revenue and a per share basis, despite anemic coal volume growth due to slumping demand. Net earnings still managed to rise by 14% Y/Y however, as the railroad reported an 8.5% increase in intermodal volume, which helped to offset the decline. Intermodal volume accounts for about 35% of CSX's overall business, while coal volume accounts for about 25%.  [View news story]
    atta' boy. =8)
    In it for the long haul.
    Apr 17 05:18 PM | Likes Like |Link to Comment
  • Short Or Hold Sirius XM, Just Don't Buy It [View article]
    See the related article below on Seeking Alpha -- it addresses the "conversion rate" of XM Radio trials to paid subscriptions.

    http://seekingalpha.co...

    "Sirius XM has at one point stated that they see the percentage of conversion of these trials to self paying status in the "mid-thirties." That was a nugget of information from Sirius XM. Now we can use other sources to make some decent assumptions."

    Long article, basically says SIRI business plan calls for slow but steady growth that adds value to the bottom line without adding enormous debt to support the growth.
    Mar 25 03:13 PM | Likes Like |Link to Comment
  • Short Or Hold Sirius XM, Just Don't Buy It [View article]
    I read this article with interest because I am considering buying SIRI. But I have a different opinion than Mr. Pendola concerning the XM radio business model. I do not want to hear any advertising or "sponsorships" when listening to XM Radio. That is the reason I pay the subscription price.

    I would use the word "partnerships" to describe what Sirius is doing to embed itself in the auto industry. This is a different kind of "advertising" because the product benefits Sirius XM, the car dealership, and the consumer all at once. It is in fact advertising, of a different nature. Isn't the point of the article -- to do the ordinary in extraordinary ways?

    The product is is free to the customer for three months. The customer doesn't have to do anything to access the free trial -- it comes with the car. Then, the customer must pay for the product, if they want to keep it. That's three full months of advertising to a prime audience. And no unnecessary commercial hype. Additionally, if the customer doesn't want the programming, the technology stays with the vehicle so the secondary purchaser has the opportunity to activate it later. That's what I did when I bought my used Ford. Now, I can't imagine life without Sirius XM Radio.

    I wonder what is the percentage of customers who opt out of SIRI after three months of free use. I bet it's a small number because, for the price, commercial free XM Radio is an inexpensive luxury. After hearing ringing phones and chattering all day at the office, I want only music in my ears on my commute home. I'm betting that's why most people buy this product. Advertising would kill XM Radio.

    I am not affiliated in any way whatsoever with this company, except that I am a satisfied customer who is considering purchasing this stock.
    Mar 25 12:18 PM | 1 Like Like |Link to Comment
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