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  • Annaly Moves Smartly To Lower Hedge Positions, Thereby Increasing Core EPS [View article]
    all your arguments for stable rates were in place in Q2 2013.Bernanke opened his mouth and the 10 year doubled in yield in a week When I bought mortgage reits I assumed hedges were in place to protect against rising long term rates. Obviously the hedges were non existent or wildly ineffective. After the 10 year hits 3.25% they announce put buying to protect the downside- only to see the current rally take the 10 year to 2.4%. Now they sell there puts at a loss and we should be overjoyed
    Aug 19 04:23 PM | 1 Like Like |Link to Comment
  • Notes from American Capital earnings call [View news story]
    This is the guy who shortened maturities when the 10 year was over 3% last June probably at the lows . Now he is extending maturities at a market top .brilliant
    Jul 30 12:28 AM | 1 Like Like |Link to Comment
  • Atlas Air Has What It Takes To Make Profits Fly High [View article]
    it is trading at 70% of book value or 30% below bv. long $AAWW
    Jul 28 04:37 PM | Likes Like |Link to Comment
  • 5 Mid-April MoPay Dogs Point To 20% To 39% Upsides [View article]
    Not sure why author includes royalty trusts in his calculations. In reality you're buying oil in the ground and receiving cash when it's pumped out. There are no earnings associated with this process ,Just return of capital. I would love to see the analyst report on NDRO and the argument for a $17 dollar price target. Analysts are just too lazy or ashamed to drop price targets after the bottom dropped out of a stock. if there is a chance of a dividend cut better to wait til afterward
    Apr 22 06:13 PM | 1 Like Like |Link to Comment
  • Consolidation Of Global Liners Spells Trouble For Container Lessors [View article]
    nice hit piece
    Apr 3 10:29 AM | Likes Like |Link to Comment
  • BP reinstated with Buy rating at BofA/Merrill [View news story]
    how about the lake Michigan oil spill?
    Mar 27 12:54 PM | 1 Like Like |Link to Comment
  • Why I Sold Access Midstream Partners With Its Juicy 3.78% Dividend Yield [View article]
    always fade people who use juicy and divvy in their posts!
    Feb 27 02:58 PM | 1 Like Like |Link to Comment
  • 2 Specialized High-Yield Plays [View article]
    typo under epr you site edr
    Feb 19 10:42 AM | Likes Like |Link to Comment
  • Banks ease standards as mortgage business slows down [View news story]
    Every American should have his or her own home. 0% 1 year adjustable. 110% ltv
    government guarantee. Right to keep home in bankruptcy for everyone!
    Feb 13 12:44 AM | 1 Like Like |Link to Comment
  • BP Prudhoe Bay Royalty Trust: What Is BPT's Fair Value? [View article]
    Totally biased by his position .show details of how you get the $163 of future distribution. that looks like the $9.25 will last for the next 18 years.
    Jan 21 01:21 PM | 2 Likes Like |Link to Comment
  • Kimco Is A Sleep-Well-At-Night REIT That Knows How To Keep It Simple, Stupid [View article]
    on some graphs/charts labeled ABR instead of KIM?
    Sep 30 11:40 AM | Likes Like |Link to Comment
  • American Capital Agency: Dividend Cut In The Cards [View article]
    great scare piece. Keep up the good work
    Aug 29 01:26 PM | 1 Like Like |Link to Comment
  • American Capital Agency: A Few Reasons Why I'm Still Bullish On This Particular Mortgage REIT [View article]
    arguments like "it's better than NLY" seem specious. the only consideration is what direction are long rates going.If they are going higher you have to stay out of the way. I'd like to congratulate Bernanke for in one utterance he was able to counteract two years of QE, In that long rates are now higher than when QE began. while the fed balance sheet has exploded in size. Also if your forcast is a 3.75% -4.25 % ten year in twelve months get out of this stock now
    Aug 27 02:00 PM | 1 Like Like |Link to Comment
  • Insurance Stock ETFs For Higher Interest Rates [View article]
    don't understand why the argument starts with analysis of life insurance, how they make more with higher long term rates ,then you send me to p&c etf.which won,t benefit much. in fact short rates probably won't move for a while
    Jul 8 11:45 AM | Likes Like |Link to Comment
  • Oversold Safe Haven, 8.9% Dividend Payer Vanguard Natural Resources Is Seeing Growth [View article]
    have held for years .Has a hard time breaking 30-31 level .been selling 30 calls against it when it gets there.
    Jun 12 12:55 PM | 2 Likes Like |Link to Comment