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cgm

cgm
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  • Why The Fed Is Not Tightening Anytime Soon [View article]
    You said easing instead of tightening in two places. Perhaps some time should be spent editing before submitting articles.
    Jun 3, 2013. 01:34 PM | 5 Likes Like |Link to Comment
  • Agency MBS fail to bounce from the "massive liquidation" following Bernanke's testimony yesterday, according to CIBC's Tom Tucci. Suggestions of a tapering of Fed purchases sent Fannie Mae MBS with 3% coupons to their lowest levels of the year. "Right now it seems the only source of demand is the Fed," says BAML's Brad Scott. Unsurprisingly, pure agency mREITs like AGNC and ARR hit 52-week lows today. Annaly (NLY) - now diversified into the commercial space with the CXS purchase - outperforms[View news story]
    The fact of what happened may result in the FED deciding to not stop its QE3 program for quite a while, or to make its exit extremely slow. That would be better for agency REITS.
    May 23, 2013. 05:25 PM | Likes Like |Link to Comment
  • Stratasys: Only One Thing Is Missing [View article]
    These companies appear to have a good future, but their P/Es are insane. I'd wait for a pullback before buying any. There always are pullbacks in these sky-high P/E stocks, and they can be very painful for those who bought before the pullbacks.
    May 14, 2013. 06:52 PM | Likes Like |Link to Comment
  • American Capital Agency's Unamortized Net Premium Prepayment Risk Finally Kicks In [View article]
    If you don't need the income, perhaps you should invest in growth stocks instead of income stocks. There are lots of other ways to diversify.
    May 8, 2013. 12:49 PM | Likes Like |Link to Comment
  • American Capital Agency's Unamortized Net Premium Prepayment Risk Finally Kicks In [View article]
    Unlikely the dividend will go down the next couple of quarters, as they have to pay about the same amount to remain an REIT.
    May 5, 2013. 08:02 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    I would suggest that unless you need the funds within the next 6 months, I would hold, collect the dividends, and probably see the book value come back some during this quarter. Generally when people panic, they lose. This company has very good managers, and they should do fine going forward, barring some unexpected surprises.
    May 3, 2013. 02:29 PM | Likes Like |Link to Comment
  • General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
    So the obvious question that does not seem to have been asked is: Why does the author only own LPs when the article sings praises of the GPs over the LPs?
    Apr 29, 2013. 05:31 PM | Likes Like |Link to Comment
  • General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
    So the obvious question that nobody has asked is: Why does the author only own the LPs when his article sings the praises of the GPs over the LPs?
    Apr 29, 2013. 05:29 PM | 1 Like Like |Link to Comment
  • Genie Energy - Is The Genie Finally Coming Out Of The Bottle? [View article]
    Or maybe they said, we really need some money. What have we got to lose?
    Apr 24, 2013. 04:08 PM | Likes Like |Link to Comment
  • Sarepta Therapeutics and University of Western Australia Announce Exclusive Worldwide Licensing Agreement for Exon-Skipping Program in Duchenne Muscular Dystrophy [View article]
    I get the feeling that they are getting confident of fast-track approval and therefore want to get their ducks in a row before that event. Who knows?
    Apr 11, 2013. 05:03 PM | Likes Like |Link to Comment
  • Genie Energy - Is The Genie Finally Coming Out Of The Bottle? [View article]
    I would temper my enthusiasm somewhat on this stock. We have major oil companies, such as Exxon, spend huge amounts of money
    years ago trying to make the Colorado shale financially viable. In the end, they wasted every penny and left Colorado, leaving some very unhappy residents who are probably not very interested in having a repeat performance. Also consider that Syria claims the Golan Heights as their land. There is plenty of risk here and the upside may all be a dream. Until something proves otherwise, I think this stock may bump around in the $5-$15 area, possibly for many years. I wish Howard Jonas and the shareholders the best, but one should keep their heads about this one and not get overly excited unless and until there is truly something to get excited about.
    Apr 10, 2013. 05:55 PM | Likes Like |Link to Comment
  • 2 Long-Term Catalysts To Consider When It Comes To Plains All American, L.P. [View article]
    Thanks for your comments, KS, particularly about the treatment of passive losses (but the link doesn't work for me). I meant that you end up paying taxes on all the deferred amounts from all the time you held the MLP in the year of the sale. That's what I meant by getting "killed". Anyway, if it is a good MLP, it's better to just not sell.
    Apr 10, 2013. 01:49 PM | Likes Like |Link to Comment
  • 2 Long-Term Catalysts To Consider When It Comes To Plains All American, L.P. [View article]
    Trautmann: Here's my take on the tax issue. I am not an accountant or tax attorney, so run this by your advisors first.
    You will get killed, tax-wise, if you sell a MLP. It would be better to pay capital gains tax on amounts recovered over the purchase price than to pay ordinary income taxes. So it would be best to just hang on and let your heirs receive the MLP with a stepped-up basis.
    Apr 9, 2013. 11:30 AM | Likes Like |Link to Comment
  • Why It's Time To Sell Baytex Energy And Consider These 3 Alternatives [View article]
    Look at the track record of these companies. BTE is by far the best. It's worth more than its premium compared to the others.
    Apr 8, 2013. 11:03 AM | 3 Likes Like |Link to Comment
  • Are ECA Marcellus Trust Holders About To Get WHXed? [View article]
    Also, reserves go up if the price of gas goes up, so you can't base you analysis on reserves when gas prices are low, as the author did.
    Mar 22, 2013. 12:53 PM | 1 Like Like |Link to Comment
COMMENTS STATS
154 Comments
251 Likes