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sea0920

sea0920
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  • Annaly And American: OK, How Do The Best Analysts Rate These Stocks? [View article]
    Can I ask you why you don't shortsell stocks? (This is the question from your comment in your previous article that you don't shortsell stocks, especially high dividend ones) Your reference to other analysts show that the current trend heads downward so why not shortsell it?
    Dec 3, 2013. 05:17 PM | 2 Likes Like |Link to Comment
  • Annaly And American: Getting Lured By Yield Is Far Too Risky [View article]
    I don't think anyone will be lured by the dividend payout after seeing mREIT stocks taking a nosedive during the last couple of months. What I really want to see is NLY maintaining its book value.
    Dec 1, 2013. 05:27 AM | Likes Like |Link to Comment
  • Annaly And American: Getting Lured By Yield Is Far Too Risky [View article]
    Could you tell me why we shouldn't short high yield stocks?
    Dec 1, 2013. 01:08 AM | Likes Like |Link to Comment
  • Panicky selling grips the mortgage REITs (REM -3.5%) as Treasury yields soar following the payroll report. American Capital (AGNC -6.9%), (MTGE -5%), Annaly (NLY -6.9%) Chimera (CIM -4.9%), Armour (ARR -3.9%), Invesco (IVR -2.7%), CYS Investments (CYS -3%). CYS' Kevin Grant was public a month ago about being a happy buyer as yields rose - a bit early on that call. [View news story]
    Yeah. It's funny, isn't it? Eventually rate spread will help mREIT. The problem is that in the short term, existing MBS held by mREIT will not help company's revenue.
    Jul 5, 2013. 04:44 PM | 1 Like Like |Link to Comment
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