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  • Agency MBS fail to bounce from the "massive liquidation" following Bernanke's testimony yesterday, according to CIBC's Tom Tucci. Suggestions of a tapering of Fed purchases sent Fannie Mae MBS with 3% coupons to their lowest levels of the year. "Right now it seems the only source of demand is the Fed," says BAML's Brad Scott. Unsurprisingly, pure agency mREITs like AGNC and ARR hit 52-week lows today. Annaly (NLY) - now diversified into the commercial space with the CXS purchase - outperforms[View news story]
    10% dividend is not attractive? what are they thinking-you can do better with a 10 year T Note
    May 23, 2013. 04:48 PM | 1 Like Like |Link to Comment
  • Sirius XM Will Tune In Another Good Quarter [View article]
    Maybe he made a mistake at 2.34 instead of 9.34 !
    Apr 28, 2013. 08:38 AM | 1 Like Like |Link to Comment
  • AT&T (T -5.4%) gets slammed as 3 downgrades arrive in response to its Q1 revenue miss, the result of soft wireless subscriber adds and declining wireline revenue. There might also be concerns about whether lowering 2014/2015 capex targets (to fuel more buybacks?) is a bright idea in light of flagging growth. AT&T's 296K Q1 postpaid net adds (boosted by tablets) and 184K prepaid net losses are easily worse than Verizon's respective net adds of 677K and 43K. On the earnings call, AT&T mostly blamed wireline weakness on macro and government issues, rather than legacy voice service declines. VZ -1.9%. CTL -4%. WIN -2.2%. FTR -1.1%[View news story]
    why was the stock pushed up on Monday and Tuesday when there was a chance of a poor showing with its landline subscribers?
    Apr 24, 2013. 12:26 PM | 2 Likes Like |Link to Comment