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Mpac1

Mpac1
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  • 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
  • YMBC Q2 2015 Review - A Foolishly High Yield Portfolio [View article]
    Do feel the majority of the interest rate hit has been priced into mreits (and reits in general)? With the tremendous discount to NAV already showing, they don't have a whole lot of reason to go down.

    Enjoyed the article.
    Jun 15, 2015. 10:34 AM | Likes Like |Link to Comment
  • YMBC Q2 2015 Review - A Foolishly High Yield Portfolio [View article]
    Very timely article. Like many others, I have been anguishing over the continuing slide in the BV of the Mreits I own. And while they have had some dividend reductions, they still offer a magnificent income stream that couldn't be replaced by most other categories of investments. Your "donut shop" example is right-on. You only lose if you have to sell while it's down. I would rather think of these almost as bonds, where the principal may vary, the income is what matters more.
    Jun 7, 2015. 05:56 PM | 2 Likes Like |Link to Comment
  • Worst Of Breed Is An Insult To Other mREITs: Javelin Mortgage Investment [View article]
    Do you see any similarities with ORC? Just wondering considering their Bimini heritage.
    May 19, 2015. 10:34 AM | 1 Like Like |Link to Comment
  • Update: My Reaction To Chimera Investment Corporation's Dividend Payment [View article]
    Think the situation with crude will play a big part in the Fed's decision. The unemployment numbers will start to reflect this pretty quickly. A lot of offshore platforms are being shut down. I'm not sure the time will be right in 2015 for them to do anything.
    Jan 2, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • Fed's Williams not averse to additional QE [View news story]
    I had a good friend who was president of our school board in Tennessee.

    The main problem he saw was the best way to get a raise was to have more people working for you. So hire all of your cousins, in-laws and anyone else who will be indebted to you for the rest of their lives.

    Look at the Birmingham, AL school system and prove me wrong.
    Oct 14, 2014. 06:43 PM | 1 Like Like |Link to Comment
  • BDC sector on sale [View news story]
    For me,the best thing is I continue to add shares via DRIP at lower prices....
    May 23, 2014. 06:31 PM | 2 Likes Like |Link to Comment
  • In a defeat for organized labor, Volkswagen workers reject union [View news story]
    Let me make sure I understand this: Nissan, Toyota, Mercedes and BMW would improve their products under a shop going union?

    Looks like they've done ok on their own........
    Feb 16, 2014. 05:34 PM | 4 Likes Like |Link to Comment
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