SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Annaly Mortgage Management (NLY) -- Ignore unavailable to you. Want to Upgrade?


To: leigh aulper who wrote (26)2/4/2001 7:14:50 PM
From: mod  Respond to of 75
 
NLY is doing great. The 100 b.p. drop in short rates will cause an immediate drop in their funding costs, and the recent secondary will be accretive to earnings. Look for a big increase in book value when they report, and growing dividends (to at least $1.50 annually) over the next year.