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Maon

Maon
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  • Chimera: Don't Ignore These Red Flags [View article]
    Thanks to IncomeHunter for saying it as it is. Where there is smoke there is fire --and neither NLY nor CIM have moved effectively to put out the fire. So plenty of "red flags" are there.

    I held a stock during the 60s until it went bankrupt and my father, who was younger than I am now, never let me forget it. I learned.
    Jan 15 05:06 PM | 2 Likes Like |Link to Comment
  • Each of the six independent directors of Chimera Investment (CIM) purchased 18,588 shares of company stock the day after Christmas at a price of $2.69/each - summed up, about $300K. They're the first insider buys of 2012. [View news story]
    Don't be fooled by CIM insiders!
    Dec 29 01:16 PM | 1 Like Like |Link to Comment
  • Stock ETFs That Are Ignoring The Fiscal Drumbeat In Washington [View article]
    Very helpful. Thank you.
    Dec 15 11:57 AM | Likes Like |Link to Comment
  • A check of mortgage REITs as the Fed looks to continue banging away at their net interest spread: Among the pure-agency REITs, HTS, which slashed its dividend last night, -2.3%. Also, AGNC -1.2%, but NLY +0.8%. The non-agency players mostly fare better, DX -0.1%, IVR -0.3%, EFC -0.1%[View news story]
    I noted that my CEF and SLW were up today, but I didn't make the connection with REITs until you spoke here. Thanks. I'm going to work the charts and see how the correlation runs. I did buy more AGNC today.
    Dec 12 02:59 PM | Likes Like |Link to Comment
  • Will American Capital Agency Turn Bullish Soon? [View article]
    Thanks, and Mr Mylant, you were not alone in your assessment of last Oct. I did sell, but kept 500 shs to capture something this Dec.

    Maybe its my nature, but I don't l sleep well when a predator is on the hunt for my profits. It could even be that taxed dividends would lower the share price as an adjustment to true yield. Keep alert for intended and unintended consequences out of Washington.
    Dec 11 04:50 PM | Likes Like |Link to Comment
  • 2 Heavily Undervalued mREITs Offering Investors Double-Digit Yields [View article]
    And what else did Mr. Schilling not say or did say or should say or could say?

    I could say that if AGNC bought CIM I would have second thoughts about holding my AGNC stock.
    Dec 2 02:58 PM | 2 Likes Like |Link to Comment
  • A Dividend Reduction Of 15% Is Likely For Annaly [View article]
    Don't attack the person, deal with the argument. To my way of thinking, Mr. Alfonso is right on target.
    Dec 1 02:34 PM | 2 Likes Like |Link to Comment
  • Why High-Yielding Chimera Could Be A Sensible Buyout Target For Annaly [View article]
    True enough, NLY knows all there is to know about CIM -- and when we question CIM's viability, then we ought to question NLY as well. There's a skunk somewhere, the scent in the air.
    Nov 28 03:29 PM | 1 Like Like |Link to Comment
  • Beaten Down American Capital Agency Corp. Is A Buy With Its 16.43% Dividend [View article]
    Know the game, protect your assets. Not much else matters.
    Nov 15 04:51 PM | 1 Like Like |Link to Comment
  • Beaten Down American Capital Agency Corp. Is A Buy With Its 16.43% Dividend [View article]
    Just know the game and find protection.
    Nov 15 04:47 PM | Likes Like |Link to Comment
  • Emerson Electric Has Raised Its Dividend For 56 Consecutive Years [View article]
    Thanks for memory lane -- I was married in 1956 -- and remember well the costs of living and the perpetual increases that make it near impossible for retirees to keep pace. Dennis Miller has recognized a New America, and advised (cynically), just get in line.

    In any case, I'll be watching EMR, again. Thank you!
    Nov 10 12:45 PM | Likes Like |Link to Comment
  • At The Fed, Will Pride Precede A Fall (In Treasury Bonds)? [View article]
    Mr. Lokey makes good observations on the reckless mindset behind our monetary system.

    I am retired and have about lived the normal, expected years. In any case, I have targeted consistent dividend payers above 6% yield, and have about 50% in cash, waiting for opportunity. I think that has something to do with hedging.
    Nov 9 12:50 PM | Likes Like |Link to Comment
  • At The Fed, Will Pride Precede A Fall (In Treasury Bonds)? [View article]
    Of course the Fed will never unwind (agreed). Why should it? Printed money accumulates as endless debt on which taxpayers are obligated to pay interest. Pretty sweet deal.

    As for Japan, it owns the bank and the government pays no interest. Maybe, someday, US taxpayers will wise up!
    Nov 8 09:17 PM | 1 Like Like |Link to Comment
  • Could Whole Life Insurance Be Your Fixed Income Allocation? [View article]
    Need more specifics on how this works.
    Oct 31 01:43 PM | Likes Like |Link to Comment
  • Chimera: Worth The Risk? [View article]
    And Mr. Frangold's writing looks pretty good. I bailed out of CIM months ago.

    My questions: Why judge the credibility of CIM on positive assumptions of NLY? Why not judge the credibility of NLY by the failing history of CIM?

    I own AGNC ... and did very well over the last weekend.
    Oct 16 04:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
28 Comments
15 Likes