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pfifla1

pfifla1
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  • All About Book Value? How It's Affecting Your Mortgage REIT [View article]
    hold quite a bit of NLY and AGNC - this one will recover as will agnc. most the anomalies were due to the mark to market accounting methods i think we will see good improvement during q2.
    May 20, 2013. 09:05 PM | Likes Like |Link to Comment
  • 3 Waste Management Dividend Stocks: 1 To Buy, 1 To Hold And 1 To Avoid [View article]
    Florida - people have to build due to such low inventory levels.... lowest in 5 years. WM owns landfills, sanitation and recycling services, all are markets in decline. right... with our consumer - throw i away society, this will only grow stronger. - holder of WM
    May 20, 2013. 09:01 PM | Likes Like |Link to Comment
  • JPMorgan - Why I'm All In With Jamie Dimon [View article]
    my question is.... who other than J.D. should be chairman or CEO? as a shareholder the pool is shallow and he has proven he knows how to navigate the landscape.
    May 18, 2013. 02:09 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    listen to the call and make up your mind. i think the stock will rebound. i have held for 3 years and am up almost 70%...
    May 3, 2013. 11:41 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    not a bad idea... if it goes back into the 20s i will increase my position.
    May 3, 2013. 11:33 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    my curiosity is with the reduced leverage. what is causing them to drop to 5.6 to 1? lack of good product? rates higher?
    May 3, 2013. 08:26 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    have to wonder why... unfortunately I have a full time job so I will be not be able to listen to the call - forced to check the updates on here from my phone.

    NLY beats estimates, AGNC for the first time in a while will get clobbered after earnings.

    Looks like the pullback everyone was looking for is happening now.
    May 3, 2013. 07:29 AM | 1 Like Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    advzr, i have done the same. now hold 1200 shares as i have bought 100 for the last 12 quarters and have seem some wonderful appreciation.

    Secondary offerings do not worry me much as long as they can use the proceeds to buy quality products and turn them into cash.

    its funny when 7-1 leverage seems scary when most of the wall street banks were 40-1 and 50-1 or more at the time of the crisis.
    May 2, 2013. 01:51 PM | 1 Like Like |Link to Comment
  • Even In The Wake Of A Strong Quarter, QE3 Still Hinders Annaly's Earnings Performance [View article]
    It is a double edged sword, in times of turmoil you will praise conservative management for navigating the terrain, then when the continue to be cautious we chastise them. I prefer management to hit singles and doubles not HR every time out.

    I do think AGNC will continue to see a faster rate of appreciation. but i will continue to hold both.
    May 2, 2013. 01:45 PM | Likes Like |Link to Comment
  • Even In The Wake Of A Strong Quarter, QE3 Still Hinders Annaly's Earnings Performance [View article]
    one thing that i don't get is - as an owner of both NLY and AGNC, the latter appears to be performing significantly better in the same market conditions. stock appreciation coupled with higher yield - my gains in AGNC are more than double that of NLY. What is holding NLY back?
    May 2, 2013. 11:56 AM | Likes Like |Link to Comment
  • Even In The Wake Of A Strong Quarter, QE3 Still Hinders Annaly's Earnings Performance [View article]
    Fingers crossed... NLY is due for some good news.
    May 2, 2013. 07:48 AM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Detailed Dividend Sustainability Analysis [View article]
    Wow great analysis. Must admit some a tad over my head but I like seeing them covering the dividend with little issue. AGNC is one of the best run REITs on the market.
    May 2, 2013. 07:42 AM | 4 Likes Like |Link to Comment
  • Intel: Slow But Steady Wins The Race [View article]
    Amen! Q3 Headlines will read "Intel faithfuls rewarded with healthy gains as Intel soars past previous 52 week highs!"

    Feeling good about owning INTC.

    It is always fun to watch the market sentiment flip... I own HPQ from the dark depths of the low teens, when it was the poor step child nobody wanted. Pretty soon the analysts will start the "ARMH is over priced" articles. Haswell will kick some butt and intel's price will be back where it should have been all along. Always buy stocks when no one wants to write positive articles, bought JPM durring the whale - up 38%. Bought Intc at 19.8, Ford at 5... INTC should be a 30$ stock.
    May 1, 2013. 10:02 AM | 2 Likes Like |Link to Comment
  • The ETFs You Should Be Buying (Or Waiting To Buy) In May [View article]
    Nice article. SDIV is going on my watch list to pick up during a pullback.

    thank you!
    Apr 30, 2013. 07:31 AM | 1 Like Like |Link to Comment
  • Intel: Haswell Release On June 3rd Could Be Huge [View article]
    like your strategy, very long INTC and picked up HP when the market pushed its price below book value. sitting on some nice gains there.
    Apr 30, 2013. 07:24 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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