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Post by clinton on Jul 12, 2013 8:14:51 GMT -5
Im long ARR but from a chartist perspective does yellow box look like a bear attack waiting to happen? Attachments:
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Post by clinton on Jul 12, 2013 21:42:31 GMT -5
man this market hates high div stocks
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Post by clinton on Jul 16, 2013 10:12:56 GMT -5
11:02 AM Two Harbors (TWO +0.1%) tops Credit Suisse's list of mREITs (REM) to own given the new rate environment - considerably more favorable now that the yield curve has steepened. Hybrids in general offer better risk/reward than agency-only names, says CS, which also likes Ellington Financial (EFC is a partnership, not a REIT, but EARN is a REIT and is run by the same team). The analysts also like the specialized business models at Newcastle (NCT), New Residential (NRZ), and PennyMac (PMT)
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Post by clinton on Jul 29, 2013 15:36:10 GMT -5
AGNC earnings only -11% hit to BV up 7% AH this is good news for REIT Bulls
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Post by clinton on Jul 31, 2013 10:29:23 GMT -5
added to ARR at 4.46 my thinking is earnings will be like AGNC and have 5% pop
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Post by clinton on Aug 1, 2013 6:29:41 GMT -5
IVR ATLANTA, July 31, 2013 /PRNewswire/ -- Invesco Mortgage Capital Inc. (IVR) (the "Company") today announced results for the quarter ended June 30, 2013. (Logo: photos.prnewswire.com/prnh/20110131/MM39469LOGO-b ) "For the second quarter, we earned $1.03 per share on a GAAP basis and core earnings of $0.59 per share, which allowed us to maintain our $0.65 dividend," said Richard King, President and CEO. "We believe our diversified portfolio and hedging strategy helped reduce the impact that rising interest rates had on our book value. We continue to position our portfolio for a rising rate environment and took additional steps last quarter to increase our hedging, reduce exposure to Agency RMBS and add credit assets."
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Post by clinton on Aug 1, 2013 6:31:04 GMT -5
REITS arent as bad as everyone painted them
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Post by clinton on Aug 1, 2013 15:47:56 GMT -5
added to ARR at 4.46 my thinking is earnings will be like AGNC and have 5% pop $ARR Book Value (stockholders' equity) as of June 30, 2013 was $2.2 billion or $5.43.
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Post by nats on Aug 1, 2013 15:55:22 GMT -5
added to ARR at 4.46 my thinking is earnings will be like AGNC and have 5% pop $ARR Book Value (stockholders' equity) as of June 30, 2013 was $2.2 billion or $5.43. Up 2.5% AH, think this might be a good AH buy right now, pop tomorrow?
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Post by clinton on Aug 1, 2013 16:01:55 GMT -5
so beaten down, should pop. it better pop. need some TLT rally help
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Post by clinton on Aug 1, 2013 16:15:22 GMT -5
guy on Yahoo post ARR has 23M shares short
vol all day today was 6M
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Post by PoorHomey on Aug 1, 2013 16:21:51 GMT -5
TLT has historically done well in August - up almost every year. But based on the chart it looks like it's headed to high $90's.
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Post by clinton on Aug 2, 2013 6:26:50 GMT -5
no one will buy ARR with TLT dropping so much for earnings
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Post by clinton on Aug 6, 2013 15:42:55 GMT -5
Invesco Mortgage (IVR +0.7%) CEO Richard King adds about 13% to his stake in the company, picking up 6.5K shares at about $15.40 each yesterday, just a few sessions after Q2 earnings showed a 12.4% decline in book value.The purchase price of about $15.40/share is a 13.9% discount to June 30 book value of $17.88.
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Post by clinton on Aug 17, 2013 14:17:07 GMT -5
friday blood in the streets Attachments:
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Post by clinton on Aug 20, 2013 10:00:51 GMT -5
10:50 AM NLY Sizable bounce for mortgage REITs Sector giants Annaly (NLY +3.3%) and American Capital Agency (AGNC +4.3%) are the leading gainers, followed but Armour (ARR +2.6%), MFA (MFA +2.7%), Dynex (DX +2.8%), New York Mortgage (NYMT +3.3%), and Western Asset (WMC +2.8%) as interest rates take a breather from going up.Earlier: This year's Treasury bear market may be the worst one yet.Especially ugly trade in the preferreds of many of the agency mortgage REITs have some traders wondering if retail panic isn't ringing a bell for a bottom in the sector. Today, the action isn't necessarily ugly, but it is sloppy - with different preferreds of the same issuer (Armour, for example I, II) trading in different directions even as both represent the same credit risk.ETFs: (REM +2.4%), (MORT +2.7%), (MORL +5.8%).
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Post by clinton on Aug 20, 2013 10:38:31 GMT -5
MITT AG Mortgage CEO adds to company stake AG Mortgage Investment Trust (MITT +2.9%) CEO David Roberts took advantage of yesterday's sharp drop to add about 67% to his stake in the company, buying 4.9K shares at $16.78 on Monday and another 44.6K shares at $16.17.The stock's off 37% over the last three months.Earlier: Mortgage REIT sector bounces from yesterday's drubbing.
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Post by clinton on Aug 21, 2013 21:01:35 GMT -5
Annaly CEO buys large block of shares Annaly Capital (NLY) CEO Wellington Denahan purchased more than 180K shares of company stock with the price at about a 12-year low this week, picking up 30.2K yesterday at $10.99 each and 151.6K at $10.96 today.The buys up her stake in the company by about 18% to nearly 1.2M shares.Previous: Last week co-CIO Kris Konrad buys 17K shares and director John Schaeffer buys 10K shares.The stock's up 0.55% AH to $11.
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Post by clinton on Aug 22, 2013 7:08:40 GMT -5
REITS didnt get this cheap during the 2008 crash
hard to believe these arent the buy of the decade down at these prices
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Post by novie08 on Aug 22, 2013 9:14:37 GMT -5
JMO, wait for the 10 yr. to hit 3%...it is coming fast.
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