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jbbson

jbbson
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  • Big Oil Under Serious Threat [View article]
    Newton is wrong. His observations are scalar.

    The problem with your science argument is the fact that global warming is not science. It is simply observations, accuracy and reliability questionable, that are used to point to trends, remember the hockey stick graph that has been debunked as nonsense, from which conclusions are drawn, all political in the case of global warming or what ever.

    Its all political and Im sorry the author does not have the insight to realize when (s)he is being taken. Propaganda is a terrible thing. Young children are already being bullied and ostracized in our school systems to conform to the "thinking" on this issue. Please, lets not take food from their mouths with expensive climate boondoggles too.

    There is no science in the global warming political movement. Please show it to me if there is.
    May 14 02:30 PM | 5 Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    The authors comment is one of pure denial. the scientists this offer keeps holding out as beyond reproach turn out to be liars and schemers vying for government funds. tin foil hats anyone?
    May 14 10:14 AM | 2 Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    Subsidizes and tax breaks. those profits were taken from others that were actually earning them.
    May 14 09:58 AM | 2 Likes Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    Thats probalbly a good idea. Natural gas demand will go up. I have VNR.
    May 14 09:57 AM | 2 Likes Like |Link to Comment
  • How To Prepare For Rising Interest Rates [View article]
    2.58% and falling today. 33 yrs of falling rates from all time highs to lows. Rates will rise to a level the economy can support. I used to thInk that might be around 4%. Now it looks like the ceiling is 3%. I have held steady with my investments.
    May 14 07:35 AM | 1 Like Like |Link to Comment
  • Big Oil Under Serious Threat [View article]
    The ignorant among us remain our greatest threat. I'm backing away slowly from ignorance and tin foil hats worn by the leftist. Back away slowly, ignorance is dangerous.
    May 14 07:17 AM | 2 Likes Like |Link to Comment
  • Armour Residential: Long Or Short? [View article]
    ARR is not the best mREIT to own. All the negatives are true. It did increase the spread to 1,82% however. It also looks like the drop in income is a one time event resulting mostly from sales of securities.

    The core income was .15/share which covers the dividend. Leverage is higher than peers but with the growing net interest spread the investments seem to be working. That bodes well for the future and shows that income is on the rise.

    Another positive is the buyback program. They have authority to buy back 50 million shares. Last qtr they purchased 600,000.
    May 13 01:56 PM | 4 Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    Thanks for the correction.
    May 13 01:36 PM | Likes Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    Im not sure xxabatarxx, I think broadening the portfolio for conditions that exist now, not 2008, is smart. I would be concerned if they were putting together a portfolio that mirrored their 2008 book. My belief is that interest rates will continue to find themselves range bound as we have seen this past 6 months or so. There are clear resistance points. NLY and other mREITS will continue to pay good dividends. I expect some increases too - see AMTG.
    May 13 09:56 AM | Likes Like |Link to Comment
  • mREITs' Less-Than-Stellar Quarter: One Diamond In The Rough [View article]
    I'm going to be adding more to my mREIT portfolio. Thanks for the good look at these companies. Ive owned AGNC in the past and like its size.
    May 12 08:42 PM | Likes Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    Look at the ten year chart. There's no way you can lose money on this stock, unless of course total return forced you to sell low. Dividend and price fluctuate, so what? Returns, especially cash dividends, are unusually good.
    May 12 08:29 PM | Likes Like |Link to Comment
  • Avoid These 2 High-Yield Mortgage REITs [View article]
    Yes, no question there are several causes to the problems. Im hoping the fix is in.
    May 12 04:34 PM | Likes Like |Link to Comment
  • Avoid These 2 High-Yield Mortgage REITs [View article]
    I would direct your attention to this link Western Asset -3.4% as earnings dive amid strategy shift:

    http://seekingalpha.co...

    From the link:

    "Actions taken to diversity portfolio away from agency REIT to more of a hybrid model "had a negative impact on both operating results for the period and book value."

    I can find the same for NLY but the evidence is not as direct:

    Annaly moves ahead with commercial RE plans:

    http://bit.ly/1oIXDfZ

    From the link:

    "As tipped off during its earnings call this morning, Annaly Capital (NLY) has started its plan to acquire net leased commercial property across a wide range of markets and industries and has tapped the Inland Real Estate Group to select and manage the properties."

    Hope that helps you guys!
    May 12 01:01 PM | Likes Like |Link to Comment
  • Avoid Annaly Capital [View article]
    I did petergrt,

    AMTG hasn't had any insider buying in 2014 but have an average of about 29K for the past 3 yrs. 69% of the stock is owned by large block holders.

    WMC has encouraging insider buying with several transaction this year and last. They were of modest size. 21% is held by big block owners.

    NLY has a 46% big block ownership and no insider buying in the past 12 months.

    I wasn't able to establish trends on either of the metrics.
    May 12 11:20 AM | 1 Like Like |Link to Comment
  • Why Invest In Farmland? (2014 Edition) [View article]
    Thanks. I was puzzled by that. Interesting article.
    May 12 10:40 AM | Likes Like |Link to Comment
COMMENTS STATS
737 Comments
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