The Aristocrats(tm): Market Dogs Message Board

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Strategies & Market Trends : The Aristocrats(tm): Market Dogs

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From: sense	2/3/2012 3:56:51 PM
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ARR is a monthly divvie payer, currently yielding around 18%... Chart looks like it just went ex-div... but, that doesn't actually happen until the end of the month. Instead, they've recently announced a raise... and, it looks like the market just priced it. The current OS is 84 million, and they're selling another 22... which is pretty close to the volume traded today at 1 pm... They're a residential real estate REIT, so, its a play focused on interest rates and what QE Next is likely to look like.. carrying lots and lots of debt... so, the low rate environment for stability for now isn't the play... as much as the potential that QE Next will involve buying mortgage debt... leveraging ARR's position nicely in the bargain. This is clearly not a low risk play... in spite of the apparent stability in the chart... given the focus.

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