Annaly Capital Management, Inc. Message Board

Here's another D word for you - dividend. I'm constantly amazed at how many people can't spell it properly.

should say buy hold and collect a great dividend

30% depends, some states no income tax and Fed tax may only be 15%...for many a higher return; and if in SEP or IRA account no tax - reinvest

Sentiment: Buy

finally someone on this board with common sense.

I totally agree. everyone loves a great dividend. don't try guessing the bottom. buy and hold.. most will buy at a much higher price as it goes up.

Seems like you don't know much about REITs... inherently volatile? Sure they are. Anything that pays over 10% annualized will be.

However, Annaly has existed since the mid 1990s...

I don't know about that. why do all reits have to stop dividend. I do not see anally cutting its dividend
.ever. in fact I see it going up in 2014.

Agreed. Foolish people sell and miss out on what should be the bottom with future gains likely.

Sentiment: Strong Buy

What a time for the buy back B4 it goes ex next week

That was one of the dumbest articles I've ever read... and I actually want this stock to drop (I have 3 times as many puts as I do shares for $13.00). Basically, the author merely assumes that NLY's management is lying in their recent 10-Q

"Projected Percentage Change in Economic Net Interest Income" gain of 21% and "Projected Percentage Change in Portfolio Value, with Effect of Interest Rate Swaps" is a loss of only 1%. The table assumes, "..the yield curves of the rate shocks will be parallel to each other and the current yield curve."

If management is correct, which I'm betting they are hedged already in order to be correct there, SA underestimates BV by 15-20%

NLY paid a ten cent dividend December 2005, price was around $11.00 a share. Today's Seeking Alpha article forecasts a thirty cent dividend and a $12.00 share price by Q4 2014.

So I'm correct in assuming you think NLY will reach its 2009 bottom? at the very least?

Any reason you didn't buy puts on monday like I did? I purchased 30 contracts at 13.00 with July expiry.

There was no way to win today. If the fed would have tapered on QE, then rates would have headed higher and book values would have sunk. They kept things as-is, so now rates will fall and book values should rise. Either way, mREITS were going to drop today. Bought more NLY, ARR, and AGNC. A bottom has been set either way for rates. AGNC and NLY dividend cuts were minimal, and this was supposedly one of the worse quarter. ARR maintained dividend (with money to carry over to next qtr), and HTS even issued a buy-back program today. Things are looking up.

Sentiment: Strong Buy

No need to say anything. Archcrim's words and spelling says it all. I'm tired of it so I use the ignore button.

not implying anything, just saying...

Sentiment: Strong Buy

DUDE, learn how to spell correctly. dividenD.

In other words,
otherwize you're week divident statemint apears as thou it caim from a idiot.

Sentiment: Strong Buy