Packrat1987's Comments Packrat1987's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/5056551/comments Prospect Capital: The Recent Weakness May Be A Buying Opportunity http://seekingalpha.com/article/1412731/comments?source=feed#comment-18585371 18585371 Wed, 08 May 2013 13:06:14 -0400 Prospect Capital Announces 90% Increase in Net Investment Income for First Three Fiscal Quarters Over Prior Year http://seekingalpha.com/news-article/6457691-prospect-capital-announces-90-increase-in-net-investment-income-for-first-three-fiscal-quarters-over-prior-year?source=feed#comment-18523391 18523391 Tue, 07 May 2013 01:57:35 -0400 Taking a bow for his mid-March call laying out American Capital Agency's (AGNC) quarter 6 weeks ahead of the earnings release, SA Pro's Dane Bowler - in as lucid an explanation (embargoed until Monday afternoon) of agency REITs as you're likely to find - says a cut in the annual dividend to the sustainable level of $3.50/share (30% below current) and a stock price of $25.50 would turn him bullish again. http://seekingalpha.com/currents/post/999141?source=feed#comment-18467351 18467351 Sun, 05 May 2013 14:35:35 -0400 More on American Capital Mortgage Investment (MTGE) Q1 earnings: Like sister company AGNC (also with Gary Kain as CIO), MTGE reports a big mark-to-market loss ($1.66/share) on agency MBS. Loss partially offset by $0.64 gain on non-agency holdings. Spread income of $0.62 - NIM of 2.01%, off 6 bps from Q4. Book value of $24.25/share, down 5.8% from Dec. 31. Shares -2.3% AH after 3.5% loss in regular session. (PR) http://seekingalpha.com/currents/post/998481?source=feed#comment-18465711 18465711 Sun, 05 May 2013 13:30:27 -0400 More on American Capital Mortgage Investment (MTGE) Q1 earnings: Like sister company AGNC (also with Gary Kain as CIO), MTGE reports a big mark-to-market loss ($1.66/share) on agency MBS. Loss partially offset by $0.64 gain on non-agency holdings. Spread income of $0.62 - NIM of 2.01%, off 6 bps from Q4. Book value of $24.25/share, down 5.8% from Dec. 31. Shares -2.3% AH after 3.5% loss in regular session. (PR) http://seekingalpha.com/currents/post/998481?source=feed#comment-18449061 18449061 Sat, 04 May 2013 18:46:57 -0400 With Its Recent Price Decline, Prospect Capital Is On Sale http://seekingalpha.com/article/1313611/comments?source=feed#comment-17099591 17099591 Tue, 02 Apr 2013 01:30:25 -0400 Prospect Capital: Buy This 12% Yielder With Record Originations http://seekingalpha.com/article/1310631/comments?source=feed#comment-17053861 17053861 Mon, 01 Apr 2013 02:21:27 -0400 Things That (Should) Go Bump In The Night http://seekingalpha.com/instablog/957061-chris-demuth-jr/1665251-things-that-should-go-bump-in-the-night?source=feed#comment-16640771 16640771
Long 100 14 dell April calls @ 0.38 and long 100 14 dell may puts @ 0.35,

Long mtge 20,500 shares @ 25.05 ]]> Fri, 22 Mar 2013 01:11:27 -0400
Long 100 14 dell April calls @ 0.38 and long 100 14 dell may puts @ 0.35,

Long mtge 20,500 shares @ 25.05 ]]> Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16624301 16624301 Thu, 21 Mar 2013 17:10:24 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16476601 16476601 Tue, 19 Mar 2013 00:11:42 -0400 Dell (DELL) gains 2.1% AH on word Blackstone may be part of a group mulling a bid for the company. The P-E firm is among those who signed a non-disclosure agreement earlier this month, allowing it to get a close look at Dell's books. http://seekingalpha.com/currents/post/895631?source=feed#comment-16470431 16470431 Mon, 18 Mar 2013 21:13:32 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16468991 16468991
http://buswk.co/144gWck

as far as the special dividend route... all you have to do is... sell the day before EX when the stock is up near $22.

But most likely the bid is going to be $17-$19 and thats that. ]]> Mon, 18 Mar 2013 20:33:16 -0400
http://buswk.co/144gWck

as far as the special dividend route... all you have to do is... sell the day before EX when the stock is up near $22.

But most likely the bid is going to be $17-$19 and thats that. ]]> Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16467771 16467771 http://buswk.co/144gWck]]> Mon, 18 Mar 2013 20:07:29 -0400 http://buswk.co/144gWck]]> Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16466171 16466171 Mon, 18 Mar 2013 19:22:53 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16451811 16451811 Mon, 18 Mar 2013 14:25:18 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16450961 16450961 Mon, 18 Mar 2013 14:14:37 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16449851 16449851 Mon, 18 Mar 2013 13:56:34 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16448701 16448701 Mon, 18 Mar 2013 13:38:16 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16447321 16447321 Mon, 18 Mar 2013 13:18:27 -0400 Dell: Take The Premium And Run http://seekingalpha.com/article/1283231/comments?source=feed#comment-16446051 16446051 Mon, 18 Mar 2013 12:58:37 -0400 5 Mortgage REIT Preferreds To Consider, Part I: Apollo Residential http://seekingalpha.com/article/1224891/comments?source=feed#comment-15600041 15600041 Wed, 27 Feb 2013 17:14:11 -0500 More on CYS Investments (CYS) Q4 earnings: Net asset value of $13.31/share falls from $14.46 in Q3, thanks to $0.52 special dividend and sliding RMBS prices. Company had a GAAP loss of $0.24/share thanks to the drop in RMBS prices. Net interest spread declines to 1.08% from 1.41%. 15-year fixed agency MBS continues to make up more than 50% of holdings. (PR) http://seekingalpha.com/currents/post/809341?source=feed#comment-14669091 14669091 Wed, 06 Feb 2013 18:36:38 -0500 A Game Of Find The Ponzi - Tilson's Next Short http://seekingalpha.com/article/906131/comments?source=feed#comment-14389261 14389261 Thu, 31 Jan 2013 01:03:40 -0500 American Capital Mortgage (MTGE) - the hybrid mortgage REIT brother of American Capital Agency (AGNC) - maintains its quarterly dividend at $0.90. (AGNC earlier). MTGE +0.7%, AGNC +2.3% AH. (PR) http://seekingalpha.com/currents/post/721871?source=feed#comment-12619351 12619351 Fri, 14 Dec 2012 18:11:58 -0500 Will American Capital Agency Turn Bullish Soon? http://seekingalpha.com/article/1057841/comments?source=feed#comment-12528151 12528151 Wed, 12 Dec 2012 13:21:26 -0500 7% Month Return With CYS Investments Catalysts http://seekingalpha.com/article/1054091/comments?source=feed#comment-12476801 12476801 Tue, 11 Dec 2012 09:58:53 -0500 CYS Investments (CYS) declares $0.40/share quarterly dividend. For shareholders of record Dec. 21. Payable Dec. 28. Ex-div date Dec. 19. Additionally, the board declares special dividend of $0.52/share payable with regular dividend. Shares +1.5% AH. (PR) http://seekingalpha.com/currents/post/711461?source=feed#comment-12457801 12457801 Mon, 10 Dec 2012 17:11:22 -0500 7% Month Return With CYS Investments Catalysts http://seekingalpha.com/article/1054091/comments?source=feed#comment-12442861 12442861 Mon, 10 Dec 2012 11:17:04 -0500 Big Dividend-Paying Mortgage REITs, Such As 14.05% CYS Investments, Are Still Good Buys http://seekingalpha.com/article/1046391/comments?source=feed#comment-12417361 12417361 Sun, 09 Dec 2012 11:09:20 -0500 Prepayment Risk And Fed Spending Aren't The Only Worries For REIT Investors http://seekingalpha.com/article/1022671/comments?source=feed#comment-12406221 12406221 Sat, 08 Dec 2012 19:19:43 -0500