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amorti

amorti
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  • How To Properly Think About Stock Prices In Today's Volatile Markets [View article]
    I believe it an absolute luxury to incorporate earnings into a rational of buying and selling, as your decision to do so is predicated on your financial position and time in life available. The discussion of Fundamentals vs Technical has gone on for longer than any of us have resided in the markets. The conclusion of using one or the other as a guide has and will always be debated. However, I go back to what the investor has to play with, i.e. money and plenty of time to do so. If one moves on "value" only, be prepared to sit and wait, if on technical, it comes down to a profit or loss. I have found incorporating "what is" to "what should be" a greater motivator in decision making.
    Feb 10, 2013. 07:34 PM | Likes Like |Link to Comment
  • Resource Capital (RSO) declares $0.20/share quarterly dividend, in line with previous. Forward yield 13.66%. For shareholders of record Dec. 31. Payable Jan. 28. Ex-div date Dec. 27. (PR[View news story]
    Thank-you all for the explanations.
    Jan 31, 2013. 03:44 AM | Likes Like |Link to Comment
  • Resource Capital (RSO) declares $0.20/share quarterly dividend, in line with previous. Forward yield 13.66%. For shareholders of record Dec. 31. Payable Jan. 28. Ex-div date Dec. 27. (PR[View news story]
    Thank-you all for the explainations.
    Jan 31, 2013. 03:43 AM | Likes Like |Link to Comment
  • Chimera: Don't Ignore These Red Flags [View article]
    We are children and as such like to play with fire. I suggest to those long, that stops be placed to protect the principal. To get dividends and lose the capital is child like. The theme runs though the REITS, i.e. there are just as good (if not better) returns from those not suspect.
    But children are children and a thrill available in a mundane world of dividend appreciate becomes secondary.
    Jan 16, 2013. 06:47 PM | Likes Like |Link to Comment
  • Resource Capital (RSO) declares $0.20/share quarterly dividend, in line with previous. Forward yield 13.66%. For shareholders of record Dec. 31. Payable Jan. 28. Ex-div date Dec. 27. (PR[View news story]
    Out of this conversation, is there any meaning to "shareholders of record", which is said to be Dec. 31st. What loss end is this taking into consideration, or explaining?
    Dec 29, 2012. 04:20 PM | Likes Like |Link to Comment
  • Resource Capital (RSO) declares $0.20/share quarterly dividend, in line with previous. Forward yield 13.66%. For shareholders of record Dec. 31. Payable Jan. 28. Ex-div date Dec. 27. (PR[View news story]
    re: RSO dividend payment.
    Do I understand correctly if you are a shareholder of record, i.e. you purchase RSO anytime between the 28th-31st of Dec., you will receive a dividend Jan 28th, even through the Ex-div date was Dec 27. Or is it that you have to own prior the Dec 27 and still be a holder until Dec 31st, to be entitled to a dividend?
    Dec 21, 2012. 01:01 PM | Likes Like |Link to Comment
  • Chimera: Time To Jump In Or Bail Out? [View article]
    I think we have agreed to agree. Although "...a low-ball order trailing way underneath mReits" may be more sympathetic then a Stop-Loss, then have at it. I think we've told the SA universe that "thinking" of the protection of their assets and income is pre-emptive and I would be sympathetic to that frame of mind.
    Dec 14, 2012. 08:21 PM | 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]
    Hate the hyperbole... HTS "modest reduction". The dividend was "slashed" 12-1/2 %. We deal in % (yields), a reduction from $.80 to $.70 cents is not modest. I don't know why "Everybody" should expect some dividend reductions due to the tightening of spreads. Its up to the REITS to move on, if their investment over the past (days, mos or yrs starts to "Tank". Is that a better hyperbole?) Where do "THEY" go, maybe non-agency "backed" mortgages? Not "Everybody" thinks so, but its a start to protect an investment that yields % (dividends)
    Dec 14, 2012. 08:13 PM | Likes Like |Link to Comment
  • What's up with mortgage REITs and special dividends (first CYS, now AMTG)? REIT dividends have always been taxed as ordinary income, and thus won't be hit by a hike in the dividend tax rate. It smells of the companies trying to throw in some nominal good news amidst big dividend cuts. Trouble is, the use of this "slush fund" money now makes bigger cuts more likely in the new year. AMTG now -0.2% premarket. [View news story]
    Agree with TMK. In addition, REITs' will do what they perceive is good for them, sans the investor. Therefore, the only thing that would force the REIT to pay are the regulations, (there is always the exception, CIM?). One explanation, dividend security, as the mkts unfold, hold to ensure dividends, til the end, when regs cut in.
    Dec 14, 2012. 07:50 PM | Likes Like |Link to Comment
  • Chimera's Fair Value: 35% Upside Potential On A High Dividend mREIT [View article]
    So, so many words and numbers galore, for one REIT. Many, many REITs out there. Why oh why the need to justify procurement of CIM? There's something going on! Why the hipe. Never, never a clear indication of buy, sell, hold, just speculation and for what, to see one's words in print? One of the more interesting points is the fact there have been no required financial reporting, yet still active stock (not delisted). How does one get around this "requirement"
    Dec 13, 2012. 09:13 PM | 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]
    Blondie-this what we all do; but, its hard to find admission.
    Dec 13, 2012. 02:37 PM | 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]
    NLY. If you remove the dividend question, what happens to the stock value? That's right...and it reduces further value speculation.
    Dec 12, 2012. 02:10 PM | Likes Like |Link to Comment
  • Chimera: Time To Jump In Or Bail Out? [View article]
    I guess if your experience has been "stop-loss orders have been a recipe for big losses" then I fully understand that you "totally disagree"
    If others follow the advice "best to sell it outright" I believe they will have missed the point I was trying to make, i.e. protection of gains realized, as sell points, profits and losses are subjective and unique to the "investor'.
    If the investor has working knowledge of the "system", why hesitate to use it? Obviously, if their experience is similar to yours, well... Therefore, I can't agree with an all or nothing approach. We'll have to leave it up to the SA universe to decide. Sell out right and move on, or incrementally take profits as the decline ensues, or conversely buy additional qty as the price increases.
    Its their choice.
    Dec 11, 2012. 09:56 AM | Likes Like |Link to Comment
  • 10 High-Yield Stocks For Retirement Investing In An Uncertain 2013 [View article]
    First, I consider investing history info older than a year pro-log.
    Second my base for dividends and their relevance must be current, with a year's history displaying relevance.
    Third, since I use REITs as a source of dividends, this may be "my bad" in judging this article.
    I'm absolutely NOT talking total return, i.e. appreciation of the underlying investment plus it dividend. My interest is short term, as I can watch daily, weekly, etc. I have no interest in projected growth or loss, unless of its directly effects dividend outcome.
    However, there appears to be two schools of thought regarding investment income, i.e. if the dividend is "low" (2-4%), the principle is protected. I however, the dividend is "high" (lets use >10%) that the risk of principle depreciation is possible. I wonder if its the "told you so group" of the low risk, protecting philosophy, while eliminating wealth potential.
    Believe me with SA's group of contributors, no opinion is lost. But please consider, e.g. CIM. There is no one out there now that doesn't know of a potential risk.
    In essence, follow the general overall advice from the members, decision by a group has merit. And do not let the people waiting to "tell you so" on possible investments to guide your actions.
    Dec 9, 2012. 10:08 PM | Likes Like |Link to Comment
  • Chimera: Time To Jump In Or Bail Out? [View article]
    Come on. Don't wait for something to happen, as it will occur in the wee hours on Saturday morning. Oh yes, you'll be informed, on Monday, if you're watching?
    Set a limit sell point. Mentally this is not easy as you'll have to consider how much you willing to lose, then go 7.5% below that. Now you've, covered you're self, no 24/7 watching necessary. One note, this is a psychological move, you don't want to second guess, so go lower than you fell is necessary to "reward" yourself for getting out. Oh, yes never use common points of whole number, sell a 1.88, 2.13, give yourself a little room above you're point, as others will congregating around that 3/4, 1/2, 5/8's trigger. Oh yes, this method can be used to tie in a profit. Don't let seller's regret establish a foot hold in your investment thinking.
    Dec 8, 2012. 04:13 AM | Likes Like |Link to Comment
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