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Strategies & Market Trends : BAK - Investing
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To: batman10023 who wrote (334)3/1/2012 5:19:44 PM
From: Covenant  Read Replies (1) of 3249
 
Re: CASH

i think they raise capital.

This has been my concern for a while. CASH will need to raise capital in 2013 or 2014 if MPS continues growing at the same pace. An interest rate change would reverse OCI, reducing book value, and make the date sooner. But Helicopter Ben has signaled this will not be coming before 2014.

Exposure to interest changes may have been reduced, depending on what was done with the Ginnie Mae sales proceeds.

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