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thomas j. flaherty

thomas j. flaherty
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  • MORT And MORL Weighed Down By Smaller MREITs In 2015 [View article]
    "Management has no real control over price to book." Could management not buyback stock more aggressively? The stock price would never trade at a 20% plus discount if investors had confidence that Agnc would be a big buyer above that threshold. Management has control over that I think, or am I missing something?
    Sep 19, 2015. 11:39 PM | 4 Likes Like |Link to Comment
  • Who Bought $382 Million Of Credit Default Swaps On Berkshire Hathaway Last Week? [View article]
    Bulls eye. All of this ink spilled on tangential gibberish. The answer probably hides in plain sight. I think you are closest to the mark scorpion.
    Sep 17, 2015. 11:52 PM | 2 Likes Like |Link to Comment
  • Now It Gets Interesting [View article]
    The Fed Needs to be three things. Consistent, predictable, and very incremental. Do 12.5 bps in September. Announce that we are at full employment. Announce that unless inflation falls more for "non transitory reasons" rates will rise by another 12.5 bps in December. All three objectives are met. They are off of ZERO. They retain the option to do no more.
    Sep 6, 2015. 08:32 PM | 4 Likes Like |Link to Comment
  • Fed Drum Roll [View article]
    Global economy, not just U.S must be a consideration, no? But even then, how about a 12.5 bp rate rise and an announcement that unless inflation falls further for non transitory reasons another minimum 12.5 bps rise happens in December by default. The message of certainty in the direction but gradualism as a rule would be healthy. Markets could adjust through price discovery in an orderly fashion. Dilute the punch bowl before you take it away.
    Aug 20, 2015. 04:10 PM | 1 Like Like |Link to Comment
  • Coca-Cola's Management Needs To Step Up [View article]
    Tru dat!
    Jan 11, 2015. 10:42 PM | Likes Like |Link to Comment
  • General Electric Should Buy National Oilwell Varco [View article]
    Sadly. All true.
    Jan 11, 2015. 10:34 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    We look forward to not seeing you here in the future.
    Dec 8, 2014. 10:31 PM | 2 Likes Like |Link to Comment
  • Stay Away From American Capital Agency! [View article]
    When you buy at the top, this is what happens. Hope it was a cheap education. Price does matter. Follow the money. When you. Bought your shares AGNC was issuing more....selling. If the shares get too big a discount to NAV Agnc buys back stock. Thats when we buy too. Its simple, but not easy.
    Oct 30, 2014. 08:43 PM | 5 Likes Like |Link to Comment
  • CMS Bancorp And... One Million Dollars [View article]
    According to the year end 2013 CMSB 10k Cubi/Sidhu owns more than 20% of CMBS and is by far the largest holder of stock. What do you think he will do? Is he appealing to the regulators? Can he block a take over from another bank? More importantly, what did you name the sailboats?
    Jul 18, 2014. 10:21 AM | 1 Like Like |Link to Comment
  • CMS Bancorp And... One Million Dollars [View article]
    How much of CMSB does cubi/Sidhu own? What do you think he will do? Does it matter?
    Jul 17, 2014. 11:34 PM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    You are factually correct, you did not use the word "disappointment". You are parsing however. What you just said was:
    "This massive optimism presents a risk for Aapl shares." I assume you mean that over optimism or whatver you want to call it will lead to an opportunity to buy the shares cheaper. Clearly you are discribing down side risk (from hereor from some point higher). What I am asking is do you think we should trade aapl from here given your view. What is funny is that you chose tonot answer my question. So I will try again.
    Jun 25, 2014. 10:35 AM | Likes Like |Link to Comment
  • A Tale Of Unbridled Optimism [View article]
    So wait for the disappointment and buy the stock even cheaper? Would you sell now to buy it back. What is your trade?
    Jun 24, 2014. 10:08 PM | Likes Like |Link to Comment
  • Kinder Morgan: Vast Untapped Opportunity Looms [View article]
    So what is your point? That you are ignorant and wealthy?
    Jun 18, 2014. 11:09 PM | 3 Likes Like |Link to Comment
  • Apple: Now Things Get Really Interesting [View article]
    Thanks for the article. I am long Aapl and am wondering also about how aggressive they will be on the buy back going forward. A broad market correction may give Aapl a nice trade at say around 560ish or 14x $40 p/s worst case. A nice spot to sell puts. I would expect trading volume to increase in both number of shares and gross dollar amounts after the split. I prefer buy backs to larger divs all day long, and I am retired on fixed income. I am optimistic on beats....don't see how Bezos gets all the trust with no earnings and Cook gets the hairy eyeball for bustin a few moves ...long overdue at Aapl imho.
    May 19, 2014. 01:19 AM | 4 Likes Like |Link to Comment
  • The Latest Thinking On Best Practices In Retirement Planning [View article]
    Low rates make this a difficult time to retire...yes especially if you but annuities! Maybenot is spot on.
    May 16, 2014. 08:31 PM | 6 Likes Like |Link to Comment