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  • Shorting The VXX Looks Good Here For A Long-Term Trade [View article]
    where can I borrow Vxx?
    Oct 17, 2014. 12:51 PM | Likes Like |Link to Comment
  • Stop Panicking Over Javelin Mortgage - It Clearly Just Went On A Rare Sale [View article]
    can we panic now? I'm a buyer at 11.50
    Oct 3, 2014. 02:28 AM | Likes Like |Link to Comment
  • Apollo Residential Mortgage: An 11.3% Yielder Too Cheap To Ignore [View article]
    "The dividend has not been hiked once again ,suggesting Q3 earnings will be strong." I suggest this sounds ridiculous if not the opposite.
    Any non- agency due to risk premium has to by definition have a wider Net interest margin than an agency mreit. . For some reason you ignore totally the amount of leverage employed by AMTG or how it hedges interest rate risk
    Oct 2, 2014. 04:58 PM | Likes Like |Link to Comment
  • Stop Panicking Over Javelin Mortgage - It Clearly Just Went On A Rare Sale [View article]
    If wishes were dishes I would have a cupboard full
    Sep 27, 2014. 01:31 PM | Likes Like |Link to Comment
  • Invesco Just Went On Sale - Time To Load Up? [View article]
    Thanks for your articles . Just covered my short position in $JMI which I shorted
    3 weeks ago after your last article.
    Sep 27, 2014. 12:12 PM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 02:58 PM | 1 Like Like |Link to Comment
  • 2 Specialized High-Yield Plays [View article]
    typo under epr you site edr
    Feb 19, 2014. 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, 2014. 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, 2014. 01:21 PM | 2 Likes Like |Link to Comment