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panda317

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  • Dwindling Cash And Risky Bets - New York Mortgage Trust May Roll Craps [View article]
    there have been a few SPOs recently. maybe not $NYMT, but....
    Apr 3 09:12 AM | Likes Like |Link to Comment
  • Dwindling Cash And Risky Bets - New York Mortgage Trust May Roll Craps [View article]
    The author is short - he wrote two articles designed to make you think short too - lots of commentors here are not short, and wrote no articles. I'll bet he made money on his posts.
    Mar 20 09:15 AM | Likes Like |Link to Comment
  • Dwindling Cash And Risky Bets - New York Mortgage Trust May Roll Craps [View article]
    Wow, these are the best comments ever!

    Quite a range of opinions on a range of subjects.

    I have just started watching this stock, but I might take a starter position of 100 shares tomorrow. I like the financials and I like the dividend. 100 shares is not to much to risk, IMHO.

    BTW, the day his articles came out were two of the three heaviest volume days of this quarter, and both occurred after a fairly significant run-up in stock price.

    And, he did indicate he was short, right at the beginning of both articles.

    So, he probably made some money based on that.

    It was fairly apparent to me he was hoping (trying?) to drive the price down so he could profit. Not saying that's good or bad, I'm just sayin'...

    I'll try on 100 shares and see how they fit.
    Mar 19 05:56 AM | Likes Like |Link to Comment
  • 12.61% Dividend Payer Apollo Residential Mortgage Returned 56% In 2012, Uptrend Is Still Strong [View article]
    Thanks for another good article, David.

    I've been in and out of AMTG and just started getting back in again.

    I wrote a review on 1/20/13 http://bit.ly/VXEUSU

    AMTG had an all time high of 23.59 on 9/21/12 and a new 3 month high of 23.11 on 2/1.

    AMTG had an 18 month low of $14.02 in November of 2011 after it's IPO @ $19 in July of that same year. It hit a 1 year low of $17.60 on 4/23/12, a 9 month low of $18.05 on 11/15/12, and a 3 month low of $19.74 on 12/31/12.

    Net gain of $1,259.06 in dividends paid on 10/31/12 and 1/31/13 http://bit.ly/YPGrJq

    Net loss of -$292.57 in trades 1/29, 1/30, & 2/1 http://bit.ly/VXEUSW

    Net gain of $966.49 on a little over 700 shares.

    Like I said, I'm just getting back in, and although not currently a buy today on the daily charts, it just signalled a buy on the weekly charts. It just needs confirmation, IMHO.

    I only have 100 shares right now, held since 3/5 @ $22.61. I am currently down about -$.41 per share or -1.81%.

    Thanks again for the article!
    Mar 10 02:41 PM | Likes Like |Link to Comment
  • Two Harbors Is Likely To Cut Its 2013 Dividend [View article]
    in my own way, i was trying to point that out, but you more clearly expressed it.

    if you apply some words of wisdom to these or any numbers, you can reasonably discern that they are in fact true at one time or another. Something about past performance and future results. I merely posted what those other sites were saying now. They change, daily or more frequently.

    you went much further in that you actually did some due diligence, and some math, and produced a good piece. you opined about what will be, and based it on a very thorough analysis.

    this is a good article, and I thank you.

    btw, I did have some two:

    http://bit.ly/13lF70W

    http://bit.ly/ZtRUBR

    and i have some now, $TWO (too!)
    Feb 21 08:11 AM | Likes Like |Link to Comment
  • Two Harbors Is Likely To Cut Its 2013 Dividend [View article]
    Hey, Kid Shelleen!

    You were great in that movie, but your horse stole the show.

    Two does yield 17%; http://bit.ly/Wa8EYs

    http://bit.ly/134kYkq

    http://bit.ly/Wa8EYw

    http://bit.ly/134kXwV
    Feb 20 09:29 AM | Likes Like |Link to Comment
  • Two Harbors Is Likely To Cut Its 2013 Dividend [View article]
    maybe this article will provide the impetus for a "good pullback on bad news that doesn't impact the long term"

    I'll take that +3

    thanks for the article, but...

    there's always a butt

    The other stocks you mention, I'd also like to point out their annualized return performance;

    New York Mortgage Trust Inc. (NYMT) - 15.6% Yield, 14.4% Return

    American Capital Agency Corp. (AGNC) - 15.4% Yield, 24.1% Return

    Armour Residential Reit, Inc. (ARR) - 13.50% Yield, 10.0% Return

    Apollo Residential Mortgage, Inc. (AMTG) - 12.4% Yield, 52.5% Return

    Hatteras Financial Corp. (HTS) - 10.30% Yield, 8.88% Return

    PennyMac Mortgage Investment Trust (PMT) - 8.8% Yield, 51.0% Return

    TWO? - 17.6% Yield, 47.8% Return

    Some nice looking numbers there.
    Feb 19 07:34 AM | 1 Like Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    it all depends on the market.

    sharebuilder is easy; i let the AIP make the investments, but I choose what to invest in, and sales are whenever prudent, or as prudent as possible.

    fidelity is a bit different, and so is optionsXpress.

    all trade fees from the account are listed on the first page (and each individual page) of my tradelogs spreadsheet.

    so, short answer; sometimes i trade a lot, other times not.

    longer answer requires examining stock performance, etc. combined with upcoming and past ex-dividend dates, news, and market action at a minimum.

    i tend to cut the losers, and ride the winners whenever possible.

    i don't do much options trading nowadays, those auto-trading 'services' really devastated my accounts.
    Feb 17 11:58 AM | Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    except annualized return fell under 30%, concurrent with recent price action (decline). 30% annualized returns, which is one of my minimums, needs to be maintained or I cut it because it's a loser.
    Feb 17 04:34 AM | Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    I haven't figured that out yet. Too busy recovering from some disastrous options auto-trading 'services'. Butt, the good news is the spreadsheet should start to show this. Check out my tradelogs under real results. Download the spreadsheet, and you can see how well I've been doing. I just got rid of a bunch of losers (ARR, FSC, GLAD, TICC, TCRD, IVR, TWO, etc.) so I'm down a bit but still profitable. Even started to add back some TWO and taking a nibble on EFC. Here's the spreadsheet link; http://sdrv.ms/XFaJeL
    Feb 16 09:55 AM | Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    I target dividend stocks that have a current yield of 8% or better, as well as an annualized return of 30% or better, in my initial screening. Then, weekly performance reviews help keep the targets in sight. Maybe this blog post will help you: http://bit.ly/XDHb0P
    Feb 15 01:13 PM | Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    I think snefix earned his dollar. The only reason Bernie Madoff is in jail is because he robbed the rich. The bankers that rob the poor have apparent immunity, but I digress. I have been looking at KCAP again, and have owned some in the past. Check out my other comment here.

    BTW, I have a blog where I write about my portfolio.

    I target a minimum 30% annual return on stock price *and* a minimum 8% dividend yield.

    I can’t always hit that, but those are my targets.

    So, how you doing?
    Feb 15 09:49 AM | Likes Like |Link to Comment
  • Kohlberg Capital Provides Consistent 10% Yields [View article]
    Been on my watch list for quite some time now. I was in for a while for a small profit and some dividends.

    Trade logs: http://bit.ly/XdJtoc

    Dividend logs: http://bit.ly/15hKl1H

    I like the dividend history: http://bit.ly/XdJuse

    Thanks for the article!
    Feb 15 09:30 AM | Likes Like |Link to Comment
  • There's no tax-related selling in Newcastle Investment (NCT +2.3%), which hangs near a 52-week high after being initiated a Buy with $10 price target at UBS. Shares +84.7% YTD, along with a 10.2% yield. They call that a home run in the business. [View news story]
    OIC, change the story without explanation;

    "10:12 AM There's no tax-related selling in Newcastle Investment (NCT +2.3%), which hits a new 52-week high after being initiated a Buy with $10 price target at UBS. Shares +84.7% YTD, along with a 10.2% yield. They call that a home run in the business. (Read the comments on this)"

    Thanks for that.
    Dec 14 01:13 PM | Likes Like |Link to Comment
  • There's no tax-related selling in Newcastle Investment (NCT +2.3%), which hangs near a 52-week high after being initiated a Buy with $10 price target at UBS. Shares +84.7% YTD, along with a 10.2% yield. They call that a home run in the business. [View news story]
    $NCT hit the latest 1 year high of $8.80 way back on November 1st, UBS issued a 'BUY' today. It is currently up 2.04% at the HOD @ $8.60. What charts are you looking at? I've got the daily charts pulled up here.
    Dec 14 10:23 AM | Likes Like |Link to Comment
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