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berloe

berloe
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  • Update: Two Harbors Announces Dividends But They May Be Unsustainable [View article]
    The preferred pays well- NYMTP- ~8%
    I have been thinking of adding to my CYS but NYMT may be better, eh?
    Dec 18, 2014. 03:12 PM | Likes Like |Link to Comment
  • Update: Two Harbors Announces Dividends But They May Be Unsustainable [View article]
    Have you also looked at WMC?
    Dec 18, 2014. 01:27 PM | Likes Like |Link to Comment
  • Vector Group: Strategic Moves Likely To Unlock Significant Value For Investors [View article]
    I don't like dividends not covered by EPS.
    Dec 16, 2014. 01:26 PM | Likes Like |Link to Comment
  • A Peachy REIT That Pays Mouth-Watering Dividends [View article]
    Brad,
    You talk about how great the management team is, then someone mentions APTS is externally managed. What's going on?
    Dec 15, 2014. 02:46 PM | Likes Like |Link to Comment
  • 13.1% Dividend Agency RMBS Investor CYS Investments Is Likely To See A Large Pop In Book Value [View article]
    @ N I,

    Neat; explains a lot. What I infer is: decreased velocity = higher bond prices(lower yields). Increasing velocity = higher yields (declining prices)
    I used to follow the St. Louis Fed that covered this velocity thing but found it a look back. Now a believer in only the "market" is a predictor of prices.
    BTW- is there an optimum velocity of money? Or merely the direction?
    Thanks for the reply.
    Dec 15, 2014. 02:03 PM | Likes Like |Link to Comment
  • AT&T: You Must Strike While The Iron Is Hot [View article]
    Lumia,
    You're talking about 30.67. I, too.
    Dec 15, 2014. 01:18 PM | Likes Like |Link to Comment
  • Use AT&T To Build Income [View article]
    As an income investor I am looking at some "B" rated oil junk yielding >12% YTM, and comparing writing covered calls with T. Although CC income is not assured, right now I can enter at close to 11% income including dividends.
    SWAN, anyone?
    Dec 15, 2014. 12:24 PM | 1 Like Like |Link to Comment
  • 13.1% Dividend Agency RMBS Investor CYS Investments Is Likely To See A Large Pop In Book Value [View article]
    Link,

    I am also looking at bank owned condos for sale.
    Saw one recently that has been empty for six years; going to auction this week. Could be a good rental income property. Wish I had more experience with this.
    Dec 15, 2014. 11:27 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources Bonds: Throwing The Baby Out With The Bathwater [View article]
    ...because they are now available @ ~11%. Would you recommend averaging up?

    I am looking at those bonds but keeping an eye on the common which is down >7% again this AM.
    Dec 15, 2014. 11:18 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources Bonds: Throwing The Baby Out With The Bathwater [View article]
    Phillipson,
    I find it interesting that not too long ago E&Ps were judged just the other way- that is- the oil producers were considered better. What goes around, eh?
    Dec 15, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Vanguard Natural Resources Bonds: Throwing The Baby Out With The Bathwater [View article]
    DIA-
    Those bonds (that I am definitely interested in) were offered early last week ~@86; Friday ~@83; this morning ~@ 82 (bid around 78-big spread, yes?)
    Some of the majors up a bit this AM while USO down again and most of the smaller E&Ps down still looking for a bottom.
    My current thinking for what it's worth - I need a bit more convincing. But that's why I never get the bottom!

    OTOH- I'd rather buy a bond at 90 and watch it go up than @80 and follow it down.
    Dec 15, 2014. 10:37 AM | Likes Like |Link to Comment
  • 13.1% Dividend Agency RMBS Investor CYS Investments Is Likely To See A Large Pop In Book Value [View article]
    Gen,
    At my last look CYS dividend was ~30% ROC.
    Dec 15, 2014. 09:35 AM | Likes Like |Link to Comment
  • 13.1% Dividend Agency RMBS Investor CYS Investments Is Likely To See A Large Pop In Book Value [View article]
    @N I,
    But what does decreased velocity mean? Especially as pertains to bonds?
    Dec 15, 2014. 09:32 AM | 1 Like Like |Link to Comment
  • 13.1% Dividend Agency RMBS Investor CYS Investments Is Likely To See A Large Pop In Book Value [View article]
    Interesting, but largely a rehash of a former article. (That I missed. So thanks)
    Dec 14, 2014. 01:37 PM | Likes Like |Link to Comment
  • Understanding Kinder Morgan's Oil Exposure [View article]
    ... and stepping down.
    Dec 14, 2014. 01:13 PM | Likes Like |Link to Comment
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