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  <channel>
    <title>Christopher F. Davis's Comments</title>
    <description>Christopher F. Davis's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/3949741/comments</link>
    <item>
      <title>All About Book Value? How It's Affecting Your Mortgage REIT</title>
      <link>http://seekingalpha.com/article/1447921/comments?source=feed#comment-19043511</link>
      <guid isPermaLink="false">19043511</guid>
      <content>
        <![CDATA[Hi Jacob,<br/><br/>Mea Culpa. Large error here and I have submitted the correction. It should update soon.]]>
      </content>
      <pubDate>Mon, 20 May 2013 16:32:19 -0400</pubDate>
      <description>
        <![CDATA[Hi Jacob,<br/><br/>Mea Culpa. Large error here and I have submitted the correction. It should update soon.]]>
      </description>
    </item>
    <item>
      <title>All About Book Value? How It's Affecting Your Mortgage REIT</title>
      <link>http://seekingalpha.com/article/1447921/comments?source=feed#comment-19043401</link>
      <guid isPermaLink="false">19043401</guid>
      <content>
        <![CDATA[Apologies I grabbed the wrong line from the reports. A correction has been submitted. Considering the story is on book value...kind of an important number to have straight.]]>
      </content>
      <pubDate>Mon, 20 May 2013 16:31:07 -0400</pubDate>
      <description>
        <![CDATA[Apologies I grabbed the wrong line from the reports. A correction has been submitted. Considering the story is on book value...kind of an important number to have straight.]]>
      </description>
    </item>
    <item>
      <title>Silver Demand Remains Exceptionally Strong</title>
      <link>http://seekingalpha.com/article/1443601/comments?source=feed#comment-19030521</link>
      <guid isPermaLink="false">19030521</guid>
      <content>
        <![CDATA[Free shipping from which company?]]>
      </content>
      <pubDate>Mon, 20 May 2013 12:06:24 -0400</pubDate>
      <description>
        <![CDATA[Free shipping from which company?]]>
      </description>
    </item>
    <item>
      <title>Silver Demand Remains Exceptionally Strong</title>
      <link>http://seekingalpha.com/article/1443601/comments?source=feed#comment-18989801</link>
      <guid isPermaLink="false">18989801</guid>
      <content>
        <![CDATA[That may be true in the copper market, but there has been a clear divergence in the silver market. Demand has increased, supply decreased, premiums up (recall January and February when US mint sold out of ASEs).  I think things will revery eventually to the mean. Silver at such low prices will put folks out of business. This is fact.]]>
      </content>
      <pubDate>Sat, 18 May 2013 18:50:39 -0400</pubDate>
      <description>
        <![CDATA[That may be true in the copper market, but there has been a clear divergence in the silver market. Demand has increased, supply decreased, premiums up (recall January and February when US mint sold out of ASEs).  I think things will revery eventually to the mean. Silver at such low prices will put folks out of business. This is fact.]]>
      </description>
    </item>
    <item>
      <title>Silver Demand Remains Exceptionally Strong</title>
      <link>http://seekingalpha.com/article/1443601/comments?source=feed#comment-18988631</link>
      <guid isPermaLink="false">18988631</guid>
      <content>
        <![CDATA[But see thats just it. The PAPER market has distorted everything. Supply is limited. A recent report said there may be less silver in the world than gold!  Further, with this downshot in price, some miners will go out of business. This will further hurt supply. Demand isnt going anywhere but up, both on precious and industrial sides.]]>
      </content>
      <pubDate>Sat, 18 May 2013 17:35:23 -0400</pubDate>
      <description>
        <![CDATA[But see thats just it. The PAPER market has distorted everything. Supply is limited. A recent report said there may be less silver in the world than gold!  Further, with this downshot in price, some miners will go out of business. This will further hurt supply. Demand isnt going anywhere but up, both on precious and industrial sides.]]>
      </description>
    </item>
    <item>
      <title>Silver Demand Remains Exceptionally Strong</title>
      <link>http://seekingalpha.com/article/1443601/comments?source=feed#comment-18952041</link>
      <guid isPermaLink="false">18952041</guid>
      <content>
        <![CDATA[Dont hold it for long. The leveraged nature is dangerous and can suffer from slippage. ]]>
      </content>
      <pubDate>Fri, 17 May 2013 13:25:14 -0400</pubDate>
      <description>
        <![CDATA[Dont hold it for long. The leveraged nature is dangerous and can suffer from slippage. ]]>
      </description>
    </item>
    <item>
      <title>After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital</title>
      <link>http://seekingalpha.com/article/1430901/comments?source=feed#comment-18948811</link>
      <guid isPermaLink="false">18948811</guid>
      <content>
        <![CDATA[Hi Ralph,<br/><br/>I will take a look at that. Sometimes its the lower yields that are the highest quality. ]]>
      </content>
      <pubDate>Fri, 17 May 2013 12:20:23 -0400</pubDate>
      <description>
        <![CDATA[Hi Ralph,<br/><br/>I will take a look at that. Sometimes its the lower yields that are the highest quality. ]]>
      </description>
    </item>
    <item>
      <title>After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital</title>
      <link>http://seekingalpha.com/article/1430901/comments?source=feed#comment-18948791</link>
      <guid isPermaLink="false">18948791</guid>
      <content>
        <![CDATA[Thanks James]]>
      </content>
      <pubDate>Fri, 17 May 2013 12:19:43 -0400</pubDate>
      <description>
        <![CDATA[Thanks James]]>
      </description>
    </item>
    <item>
      <title>Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now</title>
      <link>http://seekingalpha.com/article/1439821/comments?source=feed#comment-18909331</link>
      <guid isPermaLink="false">18909331</guid>
      <content>
        <![CDATA[Because up until now, I havent really worried about the REITs. They just kept plugging along]]>
      </content>
      <pubDate>Thu, 16 May 2013 14:36:44 -0400</pubDate>
      <description>
        <![CDATA[Because up until now, I havent really worried about the REITs. They just kept plugging along]]>
      </description>
    </item>
    <item>
      <title>Is This The Market Top? How To Best Position For A Sell-Off</title>
      <link>http://seekingalpha.com/article/1412791/comments?source=feed#comment-18908921</link>
      <guid isPermaLink="false">18908921</guid>
      <content>
        <![CDATA[Yes recession indeed. USA numbers not too hot either. However, I think things wont nosedive until confimation of QE tapering by the Fed]]>
      </content>
      <pubDate>Thu, 16 May 2013 14:29:41 -0400</pubDate>
      <description>
        <![CDATA[Yes recession indeed. USA numbers not too hot either. However, I think things wont nosedive until confimation of QE tapering by the Fed]]>
      </description>
    </item>
    <item>
      <title>Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now</title>
      <link>http://seekingalpha.com/article/1439821/comments?source=feed#comment-18903941</link>
      <guid isPermaLink="false">18903941</guid>
      <content>
        <![CDATA[who is bashing AGNC?]]>
      </content>
      <pubDate>Thu, 16 May 2013 12:56:18 -0400</pubDate>
      <description>
        <![CDATA[who is bashing AGNC?]]>
      </description>
    </item>
    <item>
      <title>Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now</title>
      <link>http://seekingalpha.com/article/1439821/comments?source=feed#comment-18900241</link>
      <guid isPermaLink="false">18900241</guid>
      <content>
        <![CDATA[I believe actual book value right around $20.00 if the spreads have widened and pressure has subsided from QE3 ending too soon fears subsiding.]]>
      </content>
      <pubDate>Thu, 16 May 2013 11:46:59 -0400</pubDate>
      <description>
        <![CDATA[I believe actual book value right around $20.00 if the spreads have widened and pressure has subsided from QE3 ending too soon fears subsiding.]]>
      </description>
    </item>
    <item>
      <title>Replace American Capital After Dismal Earnings? What I'm Doing With The Stock Now</title>
      <link>http://seekingalpha.com/article/1439821/comments?source=feed#comment-18896071</link>
      <guid isPermaLink="false">18896071</guid>
      <content>
        <![CDATA[MJ-<br/><br/>I never said to do anything. Read carefully. I simply shared my thoughts and what I was considering.  Here, I say I sold 25% of my AGNC position and used half to initiate a small position in WMC.  I am still considering allocating the remainder to one mREIT with a lot of commerical MBS]]>
      </content>
      <pubDate>Thu, 16 May 2013 10:23:50 -0400</pubDate>
      <description>
        <![CDATA[MJ-<br/><br/>I never said to do anything. Read carefully. I simply shared my thoughts and what I was considering.  Here, I say I sold 25% of my AGNC position and used half to initiate a small position in WMC.  I am still considering allocating the remainder to one mREIT with a lot of commerical MBS]]>
      </description>
    </item>
    <item>
      <title>After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital</title>
      <link>http://seekingalpha.com/article/1430901/comments?source=feed#comment-18826791</link>
      <guid isPermaLink="false">18826791</guid>
      <content>
        <![CDATA[Thats a nice piece of data. People sell stocks for all sorts of reasons, but only buy them for one...]]>
      </content>
      <pubDate>Tue, 14 May 2013 18:15:04 -0400</pubDate>
      <description>
        <![CDATA[Thats a nice piece of data. People sell stocks for all sorts of reasons, but only buy them for one...]]>
      </description>
    </item>
    <item>
      <title>The Pain Of Lower Gold Prices: Barrick To Sell Assets</title>
      <link>http://seekingalpha.com/article/1355721/comments?source=feed#comment-18787571</link>
      <guid isPermaLink="false">18787571</guid>
      <content>
        <![CDATA[Im not sure why the materials sector was down so much. No real data to support it. Im bought some (<a href='http://seekingalpha.com/symbol/joy' title='Joy Global Inc.'>JOY</a>) today down 4% for now reason. It will be over 60 real quick.]]>
      </content>
      <pubDate>Mon, 13 May 2013 19:19:17 -0400</pubDate>
      <description>
        <![CDATA[Im not sure why the materials sector was down so much. No real data to support it. Im bought some (<a href='http://seekingalpha.com/symbol/joy' title='Joy Global Inc.'>JOY</a>) today down 4% for now reason. It will be over 60 real quick.]]>
      </description>
    </item>
    <item>
      <title>After Dismal Earnings, 3 Hybrid REITs I Am Considering To Replace American Capital</title>
      <link>http://seekingalpha.com/article/1430901/comments?source=feed#comment-18777101</link>
      <guid isPermaLink="false">18777101</guid>
      <content>
        <![CDATA[I still like AGNC very much, but yes we need to see how the progress moving forward. I have trimmed my position.  Might look to sell half altogether and diversify to the hybrids]]>
      </content>
      <pubDate>Mon, 13 May 2013 15:33:26 -0400</pubDate>
      <description>
        <![CDATA[I still like AGNC very much, but yes we need to see how the progress moving forward. I have trimmed my position.  Might look to sell half altogether and diversify to the hybrids]]>
      </description>
    </item>
    <item>
      <title>Insiders Sold Ahead Of Fusion-io's Major Selloff: Buy Or Sell At $14 A Share?</title>
      <link>http://seekingalpha.com/article/1424341/comments?source=feed#comment-18684471</link>
      <guid isPermaLink="false">18684471</guid>
      <content>
        <![CDATA[Fair comment. Sales in April were 5 times average the sales in the last 6 months prior.]]>
      </content>
      <pubDate>Fri, 10 May 2013 14:21:25 -0400</pubDate>
      <description>
        <![CDATA[Fair comment. Sales in April were 5 times average the sales in the last 6 months prior.]]>
      </description>
    </item>
    <item>
      <title>The Pain Of Lower Gold Prices: Barrick To Sell Assets</title>
      <link>http://seekingalpha.com/article/1355721/comments?source=feed#comment-18607341</link>
      <guid isPermaLink="false">18607341</guid>
      <content>
        <![CDATA[I think we are seeing a rotation into metals and mining. Look at the action in (<a href='http://seekingalpha.com/symbol/cat' title='Caterpillar Inc.'>CAT</a>) (<a href='http://seekingalpha.com/symbol/joy' title='Joy Global Inc.'>JOY</a>) (<a href='http://seekingalpha.com/symbol/clf' title='Cliffs Natural Resources Inc.'>CLF</a>) (<a href='http://seekingalpha.com/symbol/fcx' title='Freeport-McMoRan Copper & Gold Inc.'>FCX</a>) (<a href='http://seekingalpha.com/symbol/abx' title='Barrick Gold Corporation'>ABX</a>) (<a href='http://seekingalpha.com/symbol/gg' title='Goldcorp Inc.'>GG</a>) etc.]]>
      </content>
      <pubDate>Wed, 08 May 2013 22:21:27 -0400</pubDate>
      <description>
        <![CDATA[I think we are seeing a rotation into metals and mining. Look at the action in (<a href='http://seekingalpha.com/symbol/cat' title='Caterpillar Inc.'>CAT</a>) (<a href='http://seekingalpha.com/symbol/joy' title='Joy Global Inc.'>JOY</a>) (<a href='http://seekingalpha.com/symbol/clf' title='Cliffs Natural Resources Inc.'>CLF</a>) (<a href='http://seekingalpha.com/symbol/fcx' title='Freeport-McMoRan Copper & Gold Inc.'>FCX</a>) (<a href='http://seekingalpha.com/symbol/abx' title='Barrick Gold Corporation'>ABX</a>) (<a href='http://seekingalpha.com/symbol/gg' title='Goldcorp Inc.'>GG</a>) etc.]]>
      </description>
    </item>
    <item>
      <title>Is This The Market Top? How To Best Position For A Sell-Off</title>
      <link>http://seekingalpha.com/article/1412791/comments?source=feed#comment-18588331</link>
      <guid isPermaLink="false">18588331</guid>
      <content>
        <![CDATA[UVXY i wouldnt hold for more than two days. Its probably the worst performing fund I know of. its going to need another reverse split.]]>
      </content>
      <pubDate>Wed, 08 May 2013 14:17:17 -0400</pubDate>
      <description>
        <![CDATA[UVXY i wouldnt hold for more than two days. Its probably the worst performing fund I know of. its going to need another reverse split.]]>
      </description>
    </item>
    <item>
      <title>Is This The Market Top? How To Best Position For A Sell-Off</title>
      <link>http://seekingalpha.com/article/1412791/comments?source=feed#comment-18582461</link>
      <guid isPermaLink="false">18582461</guid>
      <content>
        <![CDATA[Hi Ted.<br/><br/>I have covered the risk of these elsewhere. You are correct, it does deserve to be highlighted more clearly here too.<br/><br/>I did however state under SDS &quot; Funds that seek daily performance never track the long-term performance of an underlying index due to a concept known as &quot;slippage.&quot; More on that can be found here.&quot;  With a link to describing slippage.  Of course, if the market goes the other way, you really get creamed.]]>
      </content>
      <pubDate>Wed, 08 May 2013 12:11:10 -0400</pubDate>
      <description>
        <![CDATA[Hi Ted.<br/><br/>I have covered the risk of these elsewhere. You are correct, it does deserve to be highlighted more clearly here too.<br/><br/>I did however state under SDS &quot; Funds that seek daily performance never track the long-term performance of an underlying index due to a concept known as &quot;slippage.&quot; More on that can be found here.&quot;  With a link to describing slippage.  Of course, if the market goes the other way, you really get creamed.]]>
      </description>
    </item>
    <item>
      <title>What's In Your Gold Miner ETF? The Implications Of A Reverse Split In The Pure Gold Miners ETF</title>
      <link>http://seekingalpha.com/article/1410651/comments?source=feed#comment-18564851</link>
      <guid isPermaLink="false">18564851</guid>
      <content>
        <![CDATA[Well it is &quot;passive&quot; but they still need to adjust holdings. This is a fact. Selling and buying occurs.]]>
      </content>
      <pubDate>Wed, 08 May 2013 00:33:21 -0400</pubDate>
      <description>
        <![CDATA[Well it is &quot;passive&quot; but they still need to adjust holdings. This is a fact. Selling and buying occurs.]]>
      </description>
    </item>
    <item>
      <title>What's In Your Gold Miner ETF? The Implications Of A Reverse Split In The Pure Gold Miners ETF</title>
      <link>http://seekingalpha.com/article/1410651/comments?source=feed#comment-18552081</link>
      <guid isPermaLink="false">18552081</guid>
      <content>
        <![CDATA[Yes it is interesting how the price action in these stocks can affect what the indices do, which in turn can hurt (or help) miners stock prices. I think ABX was hit particularly hard by selling on all fronts, then compounded with GDX management selling.]]>
      </content>
      <pubDate>Tue, 07 May 2013 16:27:46 -0400</pubDate>
      <description>
        <![CDATA[Yes it is interesting how the price action in these stocks can affect what the indices do, which in turn can hurt (or help) miners stock prices. I think ABX was hit particularly hard by selling on all fronts, then compounded with GDX management selling.]]>
      </description>
    </item>
    <item>
      <title>Why I Believe Silver Prices Will Rise</title>
      <link>http://seekingalpha.com/article/1395901/comments?source=feed#comment-18499281</link>
      <guid isPermaLink="false">18499281</guid>
      <content>
        <![CDATA[Thats the beauty of silver. Its precious AND industrial. I prefer it over gold.]]>
      </content>
      <pubDate>Mon, 06 May 2013 13:30:48 -0400</pubDate>
      <description>
        <![CDATA[Thats the beauty of silver. Its precious AND industrial. I prefer it over gold.]]>
      </description>
    </item>
    <item>
      <title>Capital Trust: What Does A Reverse Split Of Shares Mean For REIT Investors?</title>
      <link>http://seekingalpha.com/article/1393981/comments?source=feed#comment-18498111</link>
      <guid isPermaLink="false">18498111</guid>
      <content>
        <![CDATA[Apologies it should read May 17th]]>
      </content>
      <pubDate>Mon, 06 May 2013 13:02:05 -0400</pubDate>
      <description>
        <![CDATA[Apologies it should read May 17th]]>
      </description>
    </item>
    <item>
      <title>Interesting Times For All Commodities And Investments!!</title>
      <link>http://seekingalpha.com/instablog/5038891-interesting-times/1823941-interesting-times-for-all-commodities-and-investments?source=feed#comment-18428681</link>
      <guid isPermaLink="false">18428681</guid>
      <content>
        <![CDATA[well done.<br/><br/>new silver article here<br/><br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/tx31'>http://seekingalpha.co...</a><br/><br/>'im bullish on copper too]]>
      </content>
      <pubDate>Fri, 03 May 2013 21:14:19 -0400</pubDate>
      <description>
        <![CDATA[well done.<br/><br/>new silver article here<br/><br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/tx31'>http://seekingalpha.co...</a><br/><br/>'im bullish on copper too]]>
      </description>
    </item>
    <item>
      <title>Why I Believe Silver Prices Will Rise</title>
      <link>http://seekingalpha.com/article/1395901/comments?source=feed#comment-18408651</link>
      <guid isPermaLink="false">18408651</guid>
      <content>
        <![CDATA[Its 61 to 1. Not 61 to 4.]]>
      </content>
      <pubDate>Fri, 03 May 2013 12:25:21 -0400</pubDate>
      <description>
        <![CDATA[Its 61 to 1. Not 61 to 4.]]>
      </description>
    </item>
    <item>
      <title>Why I Believe Silver Prices Will Rise</title>
      <link>http://seekingalpha.com/article/1395901/comments?source=feed#comment-18387991</link>
      <guid isPermaLink="false">18387991</guid>
      <content>
        <![CDATA[Honestly? If I dont include the SLV tag, no one will read the article. The SLV sucks. ]]>
      </content>
      <pubDate>Thu, 02 May 2013 22:54:53 -0400</pubDate>
      <description>
        <![CDATA[Honestly? If I dont include the SLV tag, no one will read the article. The SLV sucks. ]]>
      </description>
    </item>
    <item>
      <title>Capital Trust: What Does A Reverse Split Of Shares Mean For REIT Investors?</title>
      <link>http://seekingalpha.com/article/1393981/comments?source=feed#comment-18386601</link>
      <guid isPermaLink="false">18386601</guid>
      <content>
        <![CDATA[If I get long you can short sell mine :)]]>
      </content>
      <pubDate>Thu, 02 May 2013 22:24:02 -0400</pubDate>
      <description>
        <![CDATA[If I get long you can short sell mine :)]]>
      </description>
    </item>
    <item>
      <title>Capital Trust: What Does A Reverse Split Of Shares Mean For REIT Investors?</title>
      <link>http://seekingalpha.com/article/1393981/comments?source=feed#comment-18386571</link>
      <guid isPermaLink="false">18386571</guid>
      <content>
        <![CDATA[Well I think I did indeed mention Blackstone. I did not mention Nash though. Im a fundamentalist here, and I see MAJOR opportunity with this stock. So although I &quot;missed the whole point&quot; we are indeed in agreement!!]]>
      </content>
      <pubDate>Thu, 02 May 2013 22:23:29 -0400</pubDate>
      <description>
        <![CDATA[Well I think I did indeed mention Blackstone. I did not mention Nash though. Im a fundamentalist here, and I see MAJOR opportunity with this stock. So although I &quot;missed the whole point&quot; we are indeed in agreement!!]]>
      </description>
    </item>
    <item>
      <title>Why I Believe Silver Prices Will Rise</title>
      <link>http://seekingalpha.com/article/1395901/comments?source=feed#comment-18385551</link>
      <guid isPermaLink="false">18385551</guid>
      <content>
        <![CDATA[Hey nothing wrong with that...at the very least you will contribute to physical demand! lol. They will hold their value over time.]]>
      </content>
      <pubDate>Thu, 02 May 2013 21:39:31 -0400</pubDate>
      <description>
        <![CDATA[Hey nothing wrong with that...at the very least you will contribute to physical demand! lol. They will hold their value over time.]]>
      </description>
    </item>
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