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An SI Board Since February 2011
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Emcee:  Oblivious Type:  Moderated
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12294Let us know when you folks are starting to pickup some of these bargains (?)rllee-11/14/2012
12293PHK - Pimco Hi Yield dropping to a new yearly low in spite of the high dividend rllee-11/14/2012
12292CYS is down to 0.82x book. They might even pay a special dividend within the neElroy-11/14/2012
12291This should be interesting today. BETHESDA, Md., Nov. 9, 2012 /PRNewswire/ -- AElroy-11/14/2012
12290We’re Buyers on Weakness; Concerns Overblown Shares Should Not Trade at DiscouElroy-11/14/2012
12289cnbc.com Iran starting to ship more oil to China. More supply is good, even ifKeith Feral-11/14/2012
12288Yeah, I guess the ability to maintain leverage does become an issue at some poinElroy-11/13/2012
12287CYS is down from $15 to $12. If the dividend is $1.20, I think $12 is a very reKeith Feral-11/13/2012
12286An Excellent idea you have!!!Oblivious-11/13/2012
12285My understanding is that these mREITs are mainly held by retail investors. I doElroy111/13/2012
12284True but they may take cash off shore.Oblivious-11/13/2012
12283go<i>People dumping yield right now for fear of the coming tax rate. <Elroy-11/13/2012
12282People dumping yield right now for fear of the coming tax rate.Oblivious-11/13/2012
12281<i>I don't think that they will necessarily go back to new highs any tElroy-11/13/2012
12280The mREIT's always go through this kind of purging. I don't think that Keith Feral-11/13/2012
12279My efforts to "trade" the mREITs 12 to 18 months ago never worked, andElroy-11/13/2012
12278I like the fact they just acquired CreXus. Gives them a hybid structure with moKeith Feral-11/13/2012
12277Yeah, I don't know what to make of NLY. They are the largest, oldest and suElroy-11/13/2012
12276NLY just bought a non agency mREIT yesterday too. That really got the analysts Keith Feral-11/13/2012
12275Another positive on mREITs as long as they trade below book value (some of them Elroy-11/13/2012
12274The prepayments are having a cumulative effect, measured by lower spreads. CoulKeith Feral-11/13/2012
12273Short term rates won't be going up for years. It's stupid the way that Keith Feral-11/13/2012
12272<i> Now, they are getting hit hard with prepayments as they lose all the hElroy-11/13/2012
12271Well TYX looks pretty similar to the ten year note, the level since Oct 1 is aboElroy-11/13/2012
12270I don't think there is a difference, just a delayed reaction to tighter spreKeith Feral-11/13/2012
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