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Mpac1

Mpac1
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  • American Capital Agency Sells Off While Treasury Bonds Rally - Investors Don't Understand MREITs [View article]
    Agree...I think a lot of investors expected both a juicy yield and appreciation. So they head for the doors in sell-offs like this.

    Who does like losing principal? Nobody! But we are being paid handsomely to show a little patience. And I think (and hope) a lot of the past several days of sellers will regret their decision in a couple of years. Meanwhile, I'm going to enjoy the dividends.....
    Aug 25, 2015. 06:52 PM | 11 Likes Like |Link to Comment
  • Capital Product Partners: A 13% Yield Growing At 2-3% Annually [View article]
    Darren: I always enjoy your articles. Keep 'em coming-maybe even more frequently!
    Aug 20, 2015. 03:59 PM | 3 Likes Like |Link to Comment
  • MORL: Twice The Risk For Not A Lot Of Fun [View article]
    "I know that I will miss her, a tomato ate my sister"
    Aug 19, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • MORL: Twice The Risk For Not A Lot Of Fun [View article]
    I was waiting on GGjr and Darren McCammon to respond.

    What MORL is worth is going to be a whole lot more important to my heirs than to me. But today it is MY money, not theirs.
    Aug 16, 2015. 06:41 PM | 2 Likes Like |Link to Comment
  • Invesco Mortgage: When The Math Is Wrong Do NOT Stay Long [View article]
    How about Arlington Investment, which had to reclassify all of last year's dividends as return of capital? And I seem to remember Chimera having to go back years and seemed to take forever to get it straightened out.
    Aug 12, 2015. 05:56 PM | 2 Likes Like |Link to Comment
  • New York Mortgage Trust income and book value slips in Q2 [View news story]
    My largest holding and I think they are capable of keeping it on track. Let's face it: Second quarter hasn't been great for any mreit (so far). And BDC's aren't doing much better....
    Aug 4, 2015. 06:43 PM | 1 Like Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    CRF rights offering cancelled as of about 4PM EDT.
    Jul 15, 2015. 04:41 PM | Likes Like |Link to Comment
  • YMBC Q2 2015 Review - A Foolishly High Yield Portfolio [View article]
    It does make it a little more palatable to realize (hopefully) it's still in the same pair of pants, but a different pocket....
    Jun 26, 2015. 04:15 PM | Likes Like |Link to Comment
  • McNerney set to receive mega pension [View news story]
    He certainly left 3M in a lot of lawsuits with the wonderful Six Sigma program. At a national meeting the question was asked why there were no Black Belts over 40. The response? "They're too old" Ca-ching!!!!!
    Jun 26, 2015. 04:11 PM | Likes Like |Link to Comment
  • YMBC Q2 2015 Review - A Foolishly High Yield Portfolio [View article]
    Plus a lot of ex-dividends today.
    Jun 26, 2015. 04:03 PM | Likes Like |Link to Comment
  • Mortgage REITs tumble as 10-year yield hits 2015 high [View news story]
    Lot of MORL stocks ex-dividend on today.
    Jun 26, 2015. 04:02 PM | 6 Likes Like |Link to Comment
  • Mortgage REITs tumble as 10-year yield hits 2015 high [View news story]
    Suspect a lot of rebalancing is taking place today also.

    End of quarter, lot of stocks ex-dividend today would explain high volumes on a lot of these.

    I hope.....
    Jun 26, 2015. 04:00 PM | 2 Likes Like |Link to Comment
  • Evaluating The Boeing Rollover [View article]
    It's Jim McNerney, not Jerry.
    Jun 25, 2015. 10:48 AM | Likes Like |Link to Comment
  • Here Is Why I'm Buying American Capital Mortgage Investment And Selling iShares 20+ Treasury Bond Fund [View article]
    Still feel this way??
    Jun 15, 2015. 04:11 PM | Likes Like |Link to Comment
  • American Capital Mortgage Investment Corp. Declares Second Quarter Common Stock Dividend of $0.50 Per Share [View article]
    And so it goes......
    Jun 15, 2015. 04:10 PM | Likes Like |Link to Comment
COMMENTS STATS
97 Comments
114 Likes