Seeking Alpha


Send Message
View as an RSS Feed
View vixstox's Comments BY TICKER:
Latest  |  Highest rated
  • Another insider buy for Annaly [View news story]
    Why would the company fund their purchases? That is ridiculous.
    Aug 14 09:21 PM | Likes Like |Link to Comment
  • JPMorgan cuts price targets across the mREIT (REM +1.2%) sector, but the move is one of catching up to the action rather than a call on prospects going forward. "We believe consensus forecasts for higher rates are already priced into current valuations." Those cut: NLY, WMC, AMTG, MFA. Apollo retains its Overweight rating (the others are Neutral) as it and Western Asset have additional hedges in place to mitigate losses on MBS. [View news story]
    a little late to the party.
    Jul 17 12:49 PM | Likes Like |Link to Comment
  • More on the Wunderlich downgrade of the mREITs (REM +1.2%), (MORT +1.3%): The "lack of liquidity reached crisis levels" on Friday, says the team. "Price discovery has become a very uncertain process and we believe there is a risk that some entity - be it a mREIT or a hedge fund - could fail to meet margin requirements ... while we hope to be wrong in this case, equity investors need to be mindful of the potential downside scenarios." [View news story]
    sounds like a bottom to me.
    Jul 8 04:55 PM | Likes Like |Link to Comment
  • Intel And EU Actions: Ignore The Noise, Buy The Dip [View article]
    I, too, have been buying INTC for 25 years. My average cost is less than $7. What a great investment. I buy for my kids on all dips.
    Jul 6 10:40 AM | 1 Like Like |Link to Comment
1 Like