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Dutch Reader

Dutch Reader
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  • Is Annaly Capital Management Moving Forward? [View article]
    I am long and holding.
    Oct 23, 2012. 11:09 AM | Likes Like |Link to Comment
  • Liquidation in mortgage REITs picks up where it left off on Friday, with nearly the entire sector lit up bright red. Leading today's decline is CYS Investments (CYS -4.6%) after being cut to hold at Wunderlich. No details are available, but presumably the analysts there read the papers: interest margins are declining and mortgage refinance activity (prepays) is on the rise. [View news story]
    If you can,t stand heat you should not be in the kitchen .I sell nothing and keep collecting div:
    Oct 15, 2012. 04:58 PM | 2 Likes Like |Link to Comment
  • Annaly Capital (NLY -1.1%) is downgraded to Sell at Morgan Stanley. No details are yet available, but with MBS yields falling, it's crystal clear more dividend cuts are on the way for the mREIT sector (though rising MBS prices may delay that for another quarter). On absolute terms mREITs may be overpriced, but relative to other income opportunities they still look to have value. [View news story]
    NLY should be able to in prove their position by raising the leverage from 6.3 to where AGNC is 8,5 and some of the other REITS.
    NLY have proven them self in the past.

    Long: AMGC . MTGC . AMTG .NLY .TWO . NYMT.
    Oct 5, 2012. 06:17 AM | Likes Like |Link to Comment
  • The mortgage REIT sector as a whole gains following the QE3 announcement of $40B/month in MBS purchases (though some remain red for the session). Agency REITs are in a tricky spot as the resulting higher MBS prices will help book values, but lower rates should heighten prepayment risk. A couple of selections: AGNC +0.6% after being flat, NLY -0.6% after being off 1.3%. [View news story]
    Yes ! ,how about copper ?
    Sep 13, 2012. 02:08 PM | 1 Like Like |Link to Comment
  • This $4 Stock Yields 12% And The CEO Is Loading Up On Shares Now [View article]
    Tell my a story Mr .Hawkinvest, 2012 earnings 28 cents and a div: of 56 cents ! ???
    Sep 4, 2012. 03:16 PM | Likes Like |Link to Comment
  • China's Leveraged Buyout Spree Not Ending [View article]
    I had invested a lot of money in Chinese stocks.Although my wife a Chinese lady from Hong Kong had warned me for doing business with mainland Chinese (excluding Hong Kong).I went ahead and did it anyway and I got burned big time. All I can say : WHEN YOU SHAKE HANDS WITH THEM,YOU BETTER COUNT YOUR FINGERS !

    I am sure there are also good honest companies ,but why stick out your neck.
    Aug 28, 2012. 07:46 AM | 1 Like Like |Link to Comment
  • SeaDrill: Secure 2 New Income Streams And Earn As Much 11.9% [View article]
    In your explanation above means that a buyer of puts or calls can exercise his rights any time prior to the expiration date.

    Selling uncovered calls can be very costly in case of an unexpected event such as a buy out or other newsier stock can skyrocket,so will the call. The loss can be without a limit and I question if any banks will take uncovered calls !

    Dutch Reader
    Aug 26, 2012. 06:39 AM | Likes Like |Link to Comment
  • A Technology Double Threat [View article]
    Everyone wants to make money,but is trembling with fear to loose it.Higher reword go with higher risk.If you can,t stand the heath you should not be in the kitchen !

    I am long : Psec Ticc Bkcc Glad Tcap
    May 6, 2012. 09:42 AM | Likes Like |Link to Comment
  • Annaly (NLY +0.6%) is upped to a buy at Compass Point. As Dividend Master notes, something does not compute when mortgage REITs that invest only in agency paper are getting sold (NLY is off 3% in a month, -9% Y/Y) while MBS prices MBB are ripping to a near 52-week high.  [View news story]
    I have been in the stock market for a long time with ups and downs.
    Two years ago changed to dividend stock investing with gives me over 10% or better a year. I am always surprised to see so many opposing articles in SA on the same stocks.Now I have learned to stay calm and not to jump in and out of a stock,so long they keep paying me 8% or more.By doing so I realize that stocks go up and down!
    4-10 2012
    Apr 10, 2012. 07:07 AM | 1 Like Like |Link to Comment
  • A Big Mea Culpa About Seadrill's Dividend [View article]
    I admire your honesty,your credibility is not at stake.You corrected the mistake in very humble way !

    Thank you:
    Apr 9, 2012. 09:21 AM | 4 Likes Like |Link to Comment