good research Tim.., I enjoyed your article. Question...do you follow TOT? Looks like they're well managed, good revenue numbers and a handsome 5% dividend. What's your thoughts on TOT? BAX. PS: Maybe..? I should sell some puts...
Corvettekid: hello Question..? I don't mind volitility.., 'comes with the market.., but how much could these MREIT distributions be reduced with all this FED intervention? that does trouble me! Bax
I'm stunned! I follow the "shipping group" from time to time and read you'all's banter on DHT. I don't think in any of the latest banterings.., have I read about the DHT dividend being compromised..? Did this come out of the blue or was it devine revelation? I'm also puzzeled? why is anyone following this sideshow(especially the analyists on the Q &A)? Svein and Erik will milk this sideshow to the last nickel. DHT is the old mushroom culture..."keep 'em in the dark and feed 'em a lot of .******
"Just because the Fed wants us to take more risk doesn't mean we should," says CEO Michael Hough on the Hatteras (HTS +1.3%) earnings call. Management is clearly frustrated with the Fed's $40B/month in MBS purchases - "the gorilla in the room," "an uneconomic buyer," "program without end." The company is prepared to take "any and all actions," but won't commit to altering leverage, selling MBS, or undertaking buybacks. (earnings, last night) [View news story]
That's what happens.., when "the fox is guarding the hen house". i.e..White House
Beyond Borders: Currency Considerations For Investing [View article]
Russ: as usual.., most informative thesis and a timely "wake up" call to pay attention..? Question..? Last week a SA author suggested a couple of Chinese Yuan funds..., i.e. CYB,CNY and FXCH as a currency hedge against the dollar. I'm looking at FXCH as we speak. What's your thoughts on this advice? Again.., I enjoy your articles and 'am happy that you're a SA contributor. BAX
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"Just because the Fed wants us to take more risk doesn't mean we should," says CEO Michael Hough on the Hatteras (HTS +1.3%) earnings call. Management is clearly frustrated with the Fed's $40B/month in MBS purchases - "the gorilla in the room," "an uneconomic buyer," "program without end." The company is prepared to take "any and all actions," but won't commit to altering leverage, selling MBS, or undertaking buybacks. (earnings, last night) [View news story]
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