Seeking Alpha
  • The_American
    REITs is the buy for the year. Make sure ASSET backed. Not paper pushers. GRT NRF RSO FR AGNC ARR TWO for yield & growth U.S. Small cap TNA
    12/31/11
    Reply (10)
    • DAG1996: Some of those look great, thanks, but I'm already in one and don't want to overweight ... any thoughts on CXS?
      12/31/11
    • The_American: It's a Subsidiary of NLY They increased their dividend CXS came online at the turn of 2010 so not much of track record. Some Inside buys Ok
      1/6/12
    • richpga: do we know sec decision on reits and debt to equity ratios thanks Rich G
      1/6/12
    • richpga: do we know sec decision on reits and debt to equity ratios thanks Rich G
      1/6/12
    • DAG1996: Thanks. Seems NLY had one of better runs of 2011, but seemed on a recent downtrend so I figured a low-price subsidiary had more upside room
      1/6/12
    • DAG1996: BTW, just found a very interesting Editor's Pick article on PMT ... looks excellent so far ... just need to dig a little deeper.
      1/6/12
    • DAG1996: Don't know SEC decision, but PMT has no debt, yet still 11.90% dividend!!
      1/6/12
    • The_American: PMT looks good. If the EUO implodes I'm going to HDGE and have been trading the TVIX looking PBR TEF ORAN DUK GE and my fav is GDX GDXJ NUGT
      5/24/12
    • DAG1996: i decided to go with CYS & ARR instead. also long PBR & GE and might add now... might add to INTC & MSFT now instead tho.
      5/24/12
    • DAG1996: seems that, until euro either implodes or stabilizes, our markets only have minor upside with mostly downside so i might wait it out.
      5/24/12