Seeking Alpha

stevewojo

stevewojo
Send Message
View stevewojo's Comments BY TICKER:
  • Here's Why I've Changed My Tune And Decided To Go Long On Shares Of Annaly Capital [View article]
    Heather, you must have an interesting, complex and expensive federal tax return and multi-state returns each year. I hope the divvies cover the costs and headaches. Any thoughts on converting to ETFs or ETNs to get the same results with less paperwork?
    Jan 21 01:46 PM | 1 Like Like |Link to Comment
  • Annaly: No One Is Talking About Insider Buying, But They Should Be [View article]
    CoinsK, for a gold dealer, that would be a business loss. For an investor, that would be a capital loss. On the flip side, gold is considered a collectible and any gains are taxed at 28% on Schedule D.
    Jan 21 08:35 AM | Likes Like |Link to Comment
  • Annaly: No One Is Talking About Insider Buying, But They Should Be [View article]
    Not option exercise but outright purchases. The best option that insiders hold has an exercise price in the mid-13s.
    Jan 18 09:14 AM | 2 Likes Like |Link to Comment
  • Annaly: If You Can Handle The Risks Now Could Be The Time To Buy Shares [View article]
    The Long Tail ..., now that they are all employees of an "independent" company, their salaries will no longer be published. Good luck getting the 2013 stats.

    Happy New Year to all!
    Dec 31 08:29 AM | 2 Likes Like |Link to Comment
  • Annaly: If You Can Handle The Risks Now Could Be The Time To Buy Shares [View article]
    @RS, in your first graph, comparing the price of NLY with the ten year treasury rate, you said that the price dropped when the rate hit 3%. That is incorrect. NLY was "up" that day by 1 cent, taking into account that it was exd of .30 that day.

    Can't wait to read your next article when you get bullish on NLY again.

    Happy New Year to all!
    Dec 28 11:38 AM | 3 Likes Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Morgan, the article you linked supports freed0m's statements. The MBSs referenced were sub-prime, not agency-backed.
    Dec 23 06:54 PM | Likes Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Drpastoors12, a good strategy is to sell 31 days before the Dec xd date to capture the loss and then buy back in to get the dividend and reduce your basis.
    Dec 23 08:47 AM | 1 Like Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Sparker561, once LT gains are offset, any ST gains can be offset, then $3k of losses can offset ordinary income. The rule is LT to LT, ST to ST, LT to ST, LT and ST to $3k ordinary, LT and ST carryover.
    Dec 23 08:43 AM | 1 Like Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Tucker, that was no risk on the AAAs that was downright lying by the rating agencies. Most of these bad loans have been absorbed by the Fed and should be put of the system.
    Dec 22 04:56 PM | Likes Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    User 447425, yes management has the compensation committee in their back pockets now the they have changed he organizational structure. They now work for an independent entity and are now employees. Pay will no longer be made public. I think that the new entity is owned by management. I think their pay may go up now and we will never know since they have hidden the details behind a legal facade.
    Dec 22 04:52 PM | 2 Likes Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Achilles, another rehash to try and talk the stock down. Have you turned bullish on NLY? Your last prediction was $7.00/share!
    Dec 22 08:33 AM | 3 Likes Like |Link to Comment
  • Is Annaly Capital Management Heading For $8.50 Per Share? [View article]
    Freed0m, I guess you missed that the US was downgraded to AA+ last year. I do agree with you about the risky mortgages. Those were segregated out of the system and are "owned" by the Fed. Clearly, Achilles Research doesn't fully research the facts.
    Dec 22 08:29 AM | 3 Likes Like |Link to Comment
  • Will The Fed Tapering Help The mREITs? Well, It Depends [View article]
    Portfolio Management 101, per the rule of 72, at 13%, the double period is under 6 years. But the premise was NLY at $2.00 and the DIV at $0.35/quarter. W/O price appreciation, it will take 6 quarters to double.
    Dec 19 09:07 AM | Likes Like |Link to Comment
  • Will The Fed Tapering Help The mREITs? Well, It Depends [View article]
    TheSlayer, If you want to talk at the end of time, you'll have to look in the mirror. Wish you well!
    Dec 19 09:01 AM | 1 Like Like |Link to Comment
  • Will The Fed Tapering Help The mREITs? Well, It Depends [View article]
    TheSlayer, and the 10 year treasury will hit 4.5%! And management will sit on their hands and not adjust the portfolio while L/T rates go up and BV goes down. In what alternate universe will this happen now?
    Dec 19 08:56 AM | 2 Likes Like |Link to Comment
More on NLY by stevewojo
COMMENTS STATS
169 Comments
270 Likes