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Anonymous 2

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  • Investors tiptoe back into mREITs (REM +0.7%) following Friday's drubbing which was the exclamation point (at least the bulls hope so) on 3 months of major losses for the sector. In what could turn out to be a sell side classic, Wunderlich cuts a swath of pummeled names from Buy to Hold: American Capital (AGNC), (MTGE +0.7%), CYS (CYS +1.2%), Invesco (IVR +0.9%), Western Asset (WMC -0.4%), AG (MITT -2.5%). Others of interest this morning: Annaly (NLY +1.6%), Armour (ARR +1.2%), Hatteras (HTS +0.6%), MFA (MFA +0.4%), Anworth (ANH +1.8%), Dynex (DX +1%). [View news story]
    mybguess is that most investors using technical analysis would describe a "ideal selling climax" would consist of a lower than previous close OPEN, followed by relatively huge selling at even lower and lower levels, followed by a rally - also on relative huge volume raising the price above the OPEN and CLOSING ABOVE the opening price.
    Friday's price OPENED at the high for the day and closed Down for both the day as well as BELOW the opening price. It did have relatively high volume - but definitely not big enough to qualify as an "ideal" selling climax.
    EWould be interested in other who might have a more refined description of awn "Ideal Selling Climax".
    Jul 8 10:26 AM | Likes Like |Link to Comment
  • Are mREITS The New Inverse Floaters? [View article]
    To what extent would you - or would you not - also invest in REM - or in lieu of MORT ? they seem to have many similar large positions of the same REITS/mREITs.
    Comparing them what are the pros and cons?
    Jul 7 08:18 PM | Likes Like |Link to Comment
  • 2 Financial Sector Small Caps With Recent Intensive Insider Buying [View article]
    What with BANC currently trading at 13.5 and the proposed entry price at the 200 DMAL of 11.78, patience will be required. Obviously the author believes that buying on a pull back of 12.7% might be a profitable exercise. And instead of receiving a 3.5% yield you'll be able to get it at a 4% yield.
    Same goes for - with current price at 12.36, ll we have to do is wait until it "corrects" 34% to 8.10. Many would classify an stock which "corrects" 35 % to be in a bear market.
    Obviously, buying at a lower price than it is currently selling at makes sense.
    But … does the author have any other suggestions which seem to offer value now?
    Hopefully, he will remind us if and when these two proposed entrance prices come within reach.
    Jul 6 04:31 PM | Likes Like |Link to Comment
  • Undervalued Energy Titan Yields 5.6% With A 6.6% Special Dividend [View article]
    Thanks Mike for a great article
    Tothose who have commented on the diff between the a and the b shares and relative to the taxation of the dividends. for those US investors buying shares in an IRA or 401k type tax sheltered plan, going for the one with the highest yield seems to make sense unless the dividend is taxed before it hits the investors account since IRA investors usually do not pay taxes on dividends received.Obviously I am still not sure: which one pays me more dollars per investment dollars net of any and all taxes paid to an IRA/401k investor? presumably shareholders of both receive equivalent benefit from the profits earned.
    Jun 30 12:46 PM | Likes Like |Link to Comment
  • Royal Dutch Shell (RDS.A, RDS.B) says it is considering building the Philippines' first liquefied natural gas import terminal, a floating facility near Shell's refinery in Batangas, a province just south of Manila. Aside from the refinery, one of only two operating in the Philippines, Shell also owns the landing terminal of the natural gas from the Malampaya field, which started commercial operation in 2002. [View news story]
    For investors what is the difference in the a and the b shares - other than the fact that they pay different dividends and thus have different yields.
    Jun 30 12:32 PM | Likes Like |Link to Comment
  • Dividend Payer MFA Financial Well Positioned For Rapid Rate Increases [View article]
    Dividends - 1099's and K-1s.
    For a taxable investor vs for a taxable investor's IRA or 401k.
    could one of yopu CPA's (or tax expersts) explain the "so what" things to know and be concerned with when receiving these from investing in companies (stocks) who issue them to IRA /401k investors?
    Jun 27 10:07 PM | Likes Like |Link to Comment
  • Isis Pharmaceuticals Making Antisense [View article]
    In less than 10 day all those who commented above on Cory's thoughtful and well informed comments might choose to also ask them as part of the conference call a week from today on 6/25 at 2pm PCT ISIS conference call.
    Hopefully hnaros is right and i have his faith for the next 5 years.
    Jun 18 10:18 AM | Likes Like |Link to Comment
  • Armour Residentail (ARR +4.8%) surges after holding its monthly distribution steady at $0.07/share. Capstead Mortgage (CMO +2%) gains as well after maintaining its quarterly payout at $0.31. The mREIT sector (REM +1.5%). Some other names moving: Invesco (IVR +2.1%), Two Harbors (TWO +1%), Hatteras (HTS +1.6%), Anworth (ANH +1.8%), Western Asset (WMC +3.4%), PennyMac (PMT +2.1%). [View news story]
    When one lists the mREITs in order by current (past 12 month rolling dividend) yield it is difficult to understand how either MORT or REM comes up with their double digit yields - UNLESS of course - and this is the answer - the manager heavily weights the portfolio to include more dollars allocated tithe higher paying mREITS. This it is important to understand the criteria of each of the two ETFs - but a double digit current yield is pretty good in that it does provide the "safety" of diversification in a relatively misunderstood sector subject to influences which are macro and generic and thus not subject to the traditional service or product oriented corporation.
    Jun 13 11:11 AM | Likes Like |Link to Comment
  • Bullish Sign For A Little-Known Income Investment [View article]
    If Not the diversified (WF) ETN or the (VE) ETF - basically same stocks in each - too bad you did not choose to share with us your two bits as to which of the 2 dozen or so BDCs you feel merit special attention. ETFs are pretty straight forward - but as I am sure you know, ETNs have important issues of interest to IRA or other tax exempt retirement fund investors.
    Jun 12 10:51 PM | 1 Like Like |Link to Comment
  • U.S. Housing: Out Of The Woods [View article]
    Re your On-Line Name
    Are you THE Investment Biker who wrote the book entitled "The Investment Biker" authored by the famous hedge fund investment manager for Soros - Jim Rogers? or just happened to have a mutual interest on "bikes"?
    Jun 11 12:05 PM | Likes Like |Link to Comment
  • Taking A Closer Look At iShares Dow Jones Select Dividend ETF [View article]
    It would be of interest to learn the Risk adjusted TOTAL returns of the monthly changes in price/value of the 5 ETFs you mention since the inception of the last one to go public.
    What was the Monthly % change and total change in price from the date of inception of the last of the 5 to IPO - in price and what was the total dividend payout and what was the Standard Deviation of their monthly returns?
    Obviously such data could be kept (and would be useful) if provided for viewers for all US and or non US, International or Global ETFs which use the term Dividends, Growing and/or Growth in their names
    Jun 10 02:23 AM | Likes Like |Link to Comment
  • Apco Oil & Gas: Unjustified Selling Leads To Unjustified Valuation [View article]
    If APAGF is a great buy and if APAGF goes up, presumably WPX will be worth more, so where does that put WPX - what with it having it's own investment attributes. And if APAGF moves from 11-12 levels back up IT's highs of only 2 years ago,WPX valuation wold benefit. After all, WPX recently hit a three year high for reasons appreciated by WPX's current investors.
    Jun 8 02:51 PM | Likes Like |Link to Comment
  • Stocks turn down at lunchtime, the Dow (DIA -0.3%), S&P 500 (SPY -0.2%), and Nasdaq 100 (QQQ -0.4%) all at session lows as some may be trimming positions ahead of what should be a vital employment report tomorrow morning. Long-term Treasury prices (TLT +0.4%) move to their highest levels in about 2 weeks. [View news story]
    The decline of SPY from May hi to the 50 DMAL is 5%. The additional decline from current 50 DMAL to the 200 DMAL at 148.60 is 7 %
    or a total of "only" 12% from the 3 week ago all time high.
    The above mentioned current 200 DMAL is at about the same correction low of late February of 148.07.
    Jun 6 12:47 PM | Likes Like |Link to Comment
  • Cyber Security The Next Big Thing In Internet Stocks; Lessons From The Tech Bubble [View article]
    Did ou forget, overlook or otherwise purposely not include ISC8 (ISCI)?
    Jun 6 09:33 AM | Likes Like |Link to Comment
  • American Capital Agency And Rising Interest Rates: Cut Your Losses Or Wait It Out? [View article]
    I note your 3% goal of allotment for your retirement
    How about the other 1/3rd of the investors who are IN retirement seeking a diversified portfolio of securities generating growing of BOTH dividend income and growth of capital.To what extent REITs, mREITS, and HiBred REITS and how about a diversified portfolio of the BDCs?
    Jun 5 05:42 PM | 3 Likes Like |Link to Comment