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  • Punishment continues for financial stocks  [View news story]
    And just when you think it's safe to go back in the water.....
    Jan 13, 2016. 03:26 PM | Likes Like |Link to Comment
  • Oil Producer Venezuela Is Facing Very Rough Times  [View article]
    Sounds like a great time for a "hostile takeover" of Venezuela.
    Dec 26, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Brad Thomas Positions For 2016: Attractive Opportunities Present Themselves In REITs  [View article]
    Merry Christmas to you and yours, Brad. Thanks for all the great info. Prior to reading your articles and signing up for the life membership in your premium newsletter, I had no idea about Reit sectors and diversification within the Reit space.
    Dec 21, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Don't Shoot The Messenger Because You Missed The Train  [View article]
    I've made quite a bit on naked puts then capital gains then naked puts etc. since Brad found HASI. Last cap gain sale was a solid 10% gain. Currently awaiting new entry point for more. If a trader doesn't have patience nor skills to make money on this stock I would suggest that trader find another way to lose his money.
    Dec 18, 2015. 08:45 AM | 2 Likes Like |Link to Comment
  • Resource Capital: Did You Expect Anything Less?  [View article]
    Bought the preferred at 23.50 Went as low as 15.90. Not what I'd call "more safety".
    Dec 15, 2015. 05:48 PM | 2 Likes Like |Link to Comment
  • The Bleeding Has Only Begun: Western Asset Mortgage Capital  [View article]
    Book value fell by 66 cents. Hence today's beating. Pretty simple actually.
    Jul 31, 2015. 02:38 PM | 3 Likes Like |Link to Comment
  • The Future Of Greece, The Euro And The Impact On Global Markets  [View article]
    Greece is like the U.S.-----25 years from now, if we don't stop govt. expansion and spending ourselves into oblivion. Will be like a lighthouse warning for the future of our economy if we don't decide that we have done enough damage to our children's economic prospects and tighten our own bloated belts with cuts in govt programs and bureaucracies.
    Jul 7, 2015. 09:40 AM | 4 Likes Like |Link to Comment
  • The Future Of Greece, The Euro And The Impact On Global Markets  [View article]
    Then why not let the "rest of Europe" worry about the "rest of Europe"? They all climbed into bed on this one and will have to deal with ALL of the self indulgent partners without ignoring just the worst.
    Jul 7, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • Are REITs Overvalued? Only A Fool Believes (Video)  [View article]
    Phil---You are absolutely correct. Thing is---it doesn't matter if you and I are right. All that matters is that the market perceives all REIT's to be the same. We can use this knowledge to our advantage by picking a bottom at the first interest rate increase and wait for reality to set in to Mr. Market (credit to Brad for that one). Just a whisper of rate increases currently send the REIT market reeling now so the actual event ought to be a doozy---up or down is anybody's guess. If you are in it for the long haul, realize that the stocks Brad covers are way less likely to have a fundamental negative change in metrics due to interest rate increases than mREITS and bonds. The investment we make today may fluctuate in asset value but will most likely return the same or better dividend $ per share consistently over time. So if I am happy with the 4% return in div's on my investment, why not be happy next year when I am still getting it, regardless of the value of the stock (to a point, of course).
    May 8, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Are REITs Overvalued? Only A Fool Believes (Video)  [View article]
    What matters for capital preservation is market perception, not reality. mReits ARE bond like (at least in the short haul once interest rates start to go up)and the market is apparently lumping ALL Reits into this category.

    2016 is too early for the Fed to raise rates. A 1% rate (even gradual) increase will effectively bankrupt the treasury as it is using something like 60% of current tax revenue to service the debt at the low interest rates we have now. Again, reality matters not. If the market thinks interest rates will rise soon, Reits will continue to be punished and there is no foreseeable end in sight to this scenario. The Fed will continue to "threaten" rate increases and will not do so soon (if ever). The conflicted market will therefore remain.
    May 7, 2015. 08:09 AM | 2 Likes Like |Link to Comment
  • Comparing American Capital Agency Corp.'s BV, Dividend, Risk, And Valuation To Several mREIT Peers  [View article]
    Thanks, Scott. Great work,
    by the way.
    Dec 10, 2014. 07:51 AM | 1 Like Like |Link to Comment
  • Comparing American Capital Agency Corp.'s BV, Dividend, Risk, And Valuation To Several mREIT Peers  [View article]
    Scott, please share your opinion on the reason for the crash in REITs over the last few days. I don't see any interest rate changes that would have caused it. Have I missed some big news?
    Dec 9, 2014. 07:48 AM | 1 Like Like |Link to Comment
  • Sucker Yield REITs: Does Annaly Capital Management Qualify?  [View article]
    I understand how you feel about the common stock. What is your view about owning the just short of 8% yield preferred?
    Sep 5, 2014. 07:23 AM | 3 Likes Like |Link to Comment
  • iShares Mortgage REIT Capped ETF announces quarterly distribution of $0.2917  [View news story]
    Surprised at such a sharp reduction over previous since sector seems to have stabilized and most are maintaining divs.
    Jun 24, 2014. 03:41 PM | Likes Like |Link to Comment
  • American Capital Agency's Recent Book Value And Dividend Compared To Its Agency mREIT Peers - Part 1  [View article]
    Scott,

    Do you think AGNC is holding off on Div announcement due to bad news to come?
    Mar 20, 2014. 12:24 PM | 3 Likes Like |Link to Comment
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