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Post by clinton on Aug 24, 2013 12:03:52 GMT -5
hmmmm. this looks like a company doing something right. 7.4% div Attachments:
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Post by clinton on Aug 24, 2013 12:09:38 GMT -5
finally a week where share prices started to rise hope that means the bottom is in Attachments:
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Post by clinton on Aug 31, 2013 11:34:54 GMT -5
Latest top 20 one thing Ive noticed no one has cut the divs this quarter and payout ratio on many has improved I think Gundlach will be right again. thur aug 29 Gundlach turns bullish on mREITs; Apple's "dead money" In a major about-face, Jeff Gundlach turns bullish on the mortgage REIT sector (REM +0.7%), telling CNBC he spots value as many are trading at 10% or more discounts to net asset value. He specifically mentions Annaly (NLY +1.3%) as being a buy. Reported book value as of June 30 is $13.03 vs. the current price of $11.50.Other popular names trading at big discounts (though not mentioned by Gundlach): AGNC, ARR, IVR, HTS, CYS, CMO, MTGE, DX, WMC, JMI, EARN, to name a few.Other mREIT ETFs: MORT, MORL.He's also a fan of closed-end income funds trading at wide discounts to NAV. None are mentioned, but PDI, PFN, and PFL come to mind. DoubleLine's own DBL is trading right about at NAV.Of Apple's (AAPL +0.6%) big run to $500? "All the easy money has been made ... It's kind of dead money." Attachments:
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Post by clinton on Sept 24, 2013 18:05:37 GMT -5
good omen Attachments:
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Post by PoorHomey on Sept 25, 2013 13:20:34 GMT -5
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Post by clinton on Sept 25, 2013 15:03:01 GMT -5
LOL. love it. I bought a block today at 4.21 it closed at 4.25
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Post by clinton on Sept 25, 2013 21:27:21 GMT -5
amer bulls-Signal Update Our system’s recommendation today is to BUY. The BULLISH TWO RABBITS pattern finally received a confirmation because the prices crossed the confirmation level which was at 4.2000, and our valid average buying price stands now at 4.2050.
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Post by nats on Sept 25, 2013 21:49:06 GMT -5
amer bulls-Signal Update Our system’s recommendation today is to BUY. The BULLISH TWO RABBITS pattern finally received a confirmation because the prices crossed the confirmation level which was at 4.2000, and our valid average buying price stands now at 4.2050. Do Rabbit Ears have anything to do with this pattern? Or does this mean that it will make like bunnies and multiply?
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Post by clinton on Sept 28, 2013 9:01:00 GMT -5
LATEST TOP 25 Attachments:
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Post by clinton on Oct 9, 2013 14:45:49 GMT -5
turned some ARR into cash I feel as deadline gets closer treasuries are going to drop like a rock and Ill be able to buy back much cheaper plus ARR nice and green today buy red sell green
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Post by clinton on Oct 10, 2013 8:57:47 GMT -5
treasuries did drop ARR doesnt seem to care. amazing
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Post by clinton on Oct 16, 2013 16:35:37 GMT -5
First REIT to have earnings a good sign Cypress Sharpridge Investments beats by $0.06 Cypress Sharpridge Investments (CYS): Q3 EPS of $0.23 beats by $0.06. (PR)
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Post by clinton on Oct 18, 2013 13:09:23 GMT -5
I bought some ARR at 4.05 for my nieces account last month it just hit 4.37 and she gets .05 div at the end of every month boo ya
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Post by clinton on Oct 23, 2013 10:41:43 GMT -5
I bought some ARR at 4.05 for my nieces account last month it just hit 4.37 and she gets .05 div at the end of every month boo ya sticking it to the shorts ARR 4.47 today weeeeeeeeeeeeeeeeeeee
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Post by clinton on Nov 30, 2013 22:17:00 GMT -5
Gundlach: Time to buy interest rate risk "People are absolutely freaking out about interest-rate risk," says Jeff Gundlach, sitting down with Robert Shiller to size up the investment landscape. Ever the contrarian, Gundlach suggests last year's 1.4% low in the 10-year Treasury yield could still get taken out. The catalyst? "You never know until after the fact; otherwise, it would be priced in the market. But there is no inflation."The see "freaking out" in a picture, check out the price charts of the mortgage REITs, particularly the two proxies for riding the long end of the curve - Annaly (NLY) and American Capital Agency (AGNC). Gundlach: "You can take advantage of pockets of opportunity in what people don't want ... If you're willing to take the interest-rate [risk], you can get yields of 11% in the agency mortgage market."Constructive on housing (but not homebuilders), Gundlach is also bullish on non-agency mortgage paper, calling it the cheapest sector in fixed income on a risk-adjusted basis. Fans of also beaten-up non-agency mREITs like American Capital Mortgage (MTGE), MFA Financial, Dynex (DX), and Two Harbors (TWO) may want to take notice.Mortgage REIT ETFs: REM, MORT, MORL
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Post by clinton on Dec 11, 2013 8:03:22 GMT -5
GS keep telling people to sell REITS but this posted chart suggest they are accumulating Attachments:
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Post by clinton on Dec 18, 2013 8:21:33 GMT -5
next 12 divs declared today yay! ARMOUR Residential REIT, Inc. Announces Monthly Dividend Rate of $0.05 Per Common Share for Fiscal Year 2014 No worry of a cut till 2015
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Post by birthmark on Dec 18, 2013 13:13:27 GMT -5
Yeah Clint, I added some more AGNC last week in LT account.
GL
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Post by clinton on Jan 16, 2014 8:58:45 GMT -5
JPMorgan makes moves in REIT sector Making a number of changes in its coverage of equity REITs, JPMorgan mostly is taking a shine to the beaten-up sector.Upgrades to Overweight: Health Care REIT (HCN), General Growth (GGP), Federal Realty Investment Trust (FRT), EPR Properties (EPR), Douglass Emmett (DEI), Brookfield Properties (BPO), Brandywine Realty (BDN), Avalon Bay (AVB), Apartment Investment & Management (AIV).Downgrades to Neutral: Equity One (EQY), CBL & Associates (CBL), American Campus Communities (ACC).
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Post by clinton on Jan 23, 2014 23:49:35 GMT -5
hope they are right ARR is a buy Attachments:
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