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jmacjohn

jmacjohn
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  • Oversold, 13.4% Dividend Breitburn Energy Is A Bargain On This Dip [View article]
    Anybody know what the short interest for BBEP is right now?
    Oct 14, 2014. 08:59 PM | 1 Like Like |Link to Comment
  • BreitBurn Energy Partners LP: A Closer Look At Assets And Valuation [View article]
    How do you fight Hedge fund activity? Things that are going on should be illegal, but there is no one watching. This type of market activity will tank the economy. I am a retiree, and it will curtail my spending, because of what it is doing to my 401K. There are countless millions thinking and doing in like manner.
    Oct 14, 2014. 02:55 PM | 2 Likes Like |Link to Comment
  • Breitburn Energy Partners Just Gave Investors A Great Buying Opportunity [View article]
    Can't take any more of this. Makes one sour on the whole "market" (or better casino). Will get out and hope my cash lasts until I die! Might as well sell everything else also. Can only lose in this game. Hedge funds are sur
    ely happy.
    Oct 14, 2014. 10:33 AM | 1 Like Like |Link to Comment
  • BreitBurn Energy Partners LP: A Closer Look At Assets And Valuation [View article]
    Offering 400 Mil and shelving it the next day after the stock falls on the news(obviously a hedge fund game) smells rather fishy. In fact this whole scenario stinks!
    Oct 9, 2014. 08:26 PM | 1 Like Like |Link to Comment
  • BreitBurn Energy Partners LP: A Closer Look At Assets And Valuation [View article]
    How does BBEP's recent offering pf 14,000,000 shares on the market affect all of this? seems that this would dilute the stock value by around 10%. Please comment.
    Oct 7, 2014. 10:23 AM | 2 Likes Like |Link to Comment
  • American Capital Agency Corp. - Book Value Resilience In The Face Of Rates Back-Up [View article]
    These so called analysts are just pawns for the power brokers. Still scary when you see someone putting price target at 17! Don't know if I have the stomach for this. Maybe trade between 22 and 23 (sell and buy).
    Aug 1, 2013. 10:08 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. - Book Value Resilience In The Face Of Rates Back-Up [View article]
    First, thanks for the great analysis. Without your insight and that of a few others, some of us amateurs would be "running for the hills". This morning's activity proves another point. Regardless of the reality of a stocks value, the "power brokers" are doing their thing again this morning - shorting the stock down with computer trading, probably to satisfy their derivatives trading. This is not an investors market but a dangerous game. Wish someone would look into this market activity and quit dancing around this issue. It does make a difference!
    Jul 31, 2013. 10:37 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. - Book Value Resilience In The Face Of Rates Back-Up [View article]
    I bought more at 20.40, so wirh my break even about 22 (counting past dividends) I feel pretty safe right now. My biggest concern is manipulation of the stock by the big players (such as has obviously been done). They have had an excuse up to this point (sort of). What's to stop them from holding the price down even if BV comes up better than anticipated? Please comment on this "market" action.
    Jul 26, 2013. 10:27 AM | Likes Like |Link to Comment
  • A "disorderly selloff" in hybrid ARMs into the quarter's end nailed Hatteras Financial's (HTS -9.4%) book value, says management on the CC (presentation), noting the presence of a large seller entering the market. Kudos to SA Pro author REIT Analyst who saw the blowup coming and on Monday suggested pairing a short in HTS (and maybe CMO) with a long in AGNC. Looking at today's action, REIT Analyst scratches his head that AGNC is off 3.6%: "Market blindness creates opportunities, but it is annoying." [View news story]
    How do we know that BV will affect future stock price of AGNC and other REITs while the "big money" is setting price for their own purpose (shorting and other manipulation). They can ignore even an improvement in BV if they so choose.
    Jul 24, 2013. 11:22 AM | Likes Like |Link to Comment
  • American Capital Agency: Time To Give Up? [View article]
    What happened yesterday to the price (+2 ) and today (down) is obviously manipulation rather than emotion or reason. Wonder who is playing this game?
    Jul 12, 2013. 10:25 PM | Likes Like |Link to Comment
  • Panicky selling grips the mortgage REITs (REM -3.5%) as Treasury yields soar following the payroll report. American Capital (AGNC -6.9%), (MTGE -5%), Annaly (NLY -6.9%) Chimera (CIM -4.9%), Armour (ARR -3.9%), Invesco (IVR -2.7%), CYS Investments (CYS -3%). CYS' Kevin Grant was public a month ago about being a happy buyer as yields rose - a bit early on that call. [View news story]
    AGNC up 2+ yesterday, and already down .40 this morning. One "sale" that took it down shortly after open of about 3/4 million shares. Pure and simple manipulation! Yesterday probably an opportunity to cover shorts. Now they want it down to a level where they can cover some more. Anyone know, or can find out, who the big money boys are that are doing this? Hedge funds?
    Jul 12, 2013. 10:09 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. - Book Value Resilience In The Face Of Rates Back-Up [View article]
    Reference to your comment on June 25, cautioning me about investing in a "black box", and yes this is somewhat daunting. Problem is I had already invested sometime back, and have collected some handsome dividends. Question really is whether to sell to avoid a large catastrophe or hang on for future promise. Life is all a gamble anyway. Think I'll hang on.
    Jun 27, 2013. 03:09 PM | 1 Like Like |Link to Comment
  • American Capital Agency Corp. - Book Value Resilience In The Face Of Rates Back-Up [View article]
    WOW! Great article - although I do not understand much of it, why should I with a guy like you to follow? Please continue to keep us informed.
    Jun 25, 2013. 11:49 AM | 2 Likes Like |Link to Comment
  • Confusion From The Fed Has Driven These mREITs Into Bargain Territory [View article]
    I hold a number of high dividend payers - not just REITs; and they are all taking hits. The "Market" (big money) is now in the game to take money from investors. What safer stocks to short than these that pay high dividends? Short the stock; take your bundle; and wait for the news that will bring the price back up. Buy back in and start the cycle all over! Fear of what the Fed will do is only their excuse - they like an excuse.
    Jun 24, 2013. 04:06 PM | 4 Likes Like |Link to Comment
  • Mortgage REIT (REM +4.1%) rallies are accelerating as the day draws to a close. Sector giants Annaly (NLY +4.7%), American Capital Agency (AGNC +4.2%) are closing in on 5% gains, while CYS Investment (CYS +6.2%) and Western Mortgage (WMC +7.1%) are threatening 7%. Did everybody realize all at once that higher long end rates combined with ZIRP should allow mREIT managers to invest at very profitable spreads? [View news story]
    Trying to decipher this is futile. How about market manipulation by the robber barons on wall street?
    Jun 13, 2013. 08:39 PM | 4 Likes Like |Link to Comment
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