CNBC just did a documentary on research report sites, they mentioned flash market research (google em) and how retail investors have made millions on their picks because they come out ahead of the street. Flash market research is now profiling MTGE, this could be HUGE for us!!!
CNBC just did a documentary on MTGE and the power of research reports sites, and new technology being used to scan the markets via research reports. Savvy investors that follow research reports are often statistically ahead of the street by DAYS, this can often translate into millions in potential profits. They mentioned that flash market research (google them ), a site I can vouch and have personally profited over $190k net profits, is now using this technology. This could change the markets for MTGE and all public companies!
Just sold half position net profits a little over a quarter million in just 3 weeks, thanks to flash market research (google them). They were just mentioned on CNBC. Good luck all
Made over $70k this month on MTGE trading thanks to flash market research (google them) I get my stock alerts from them. They put out a report on the S&P 500 a few months ago and were SPOT on. Good luck all longs
ADSU was just upgraded to a $2 price target by Everest Stock Market Research, add this one to your watch lists immediately we could see huge gains tomorrow morning. The last alert they put a price target on went up over 3000% same day!
ye I went and read it.
They still sound like they have a ways to go to really get ramped up though.
I guess it's not so easy to make an apples to oranges comparison to hedging either since they want to use this as a hedge for MBS.
You can't really look up MSR going rates I'm sure.
And they may have some out going capital to cover bond payments if a barrow doesn't pay until the stop gap where they get reimbursed by the government.
Sadly it just makes me think of AGNC and their TBA's.
They (the TBAs) were going to be great and they got punched in the face with them.
oh and i am out of TWO REIK. I am focusing on my AGNC play for now and watching WMC earnings tomorrow. GL
Listen to TWO's presentation, they talk about levered MSR returns.
I do if they can show a much better handle on book but apparently they all suck for the most part
hey we hedged up and that ended up having us miss badly and still get smoked on book - hey we suck
Two requirements of using options to generate income on a stock like AGNC are patience and conviction. Sometimes, there is very little IV.. so.. you can't just sell options no matter what.
If you believe that things won't go tee-eye-tee-s up for book value; then it's a layup to do things like sell the longer dated 18 strike puts.
Gaming the reaction to distribution announcement in December. Sell the 22 put.. or sell the 21 put.. Things get nuclear if people go spastic over a distribution cut so that the resultant distribution is .70c, like MTGE...
IWB, nice play on TWO. Cash in on that one and move more over to AGNC for your directional bet into Friday. Hedge it up with a short on NYMT if necessary.
TWO has the company to hold MSR already, and has an agreement to buy MSR set and in stone.. so... umm no it's not the same yet. MTGE has yet to close the deal just to buy the company that will hold the MSR. So TWO is ahead of the game. Also... I talked with IR at AGNC and they are pretty clear that they are looking into getting into MSR there as well.. MSR returns expected at high single digits to low double digits, but with MSR active they can reduce swaps and increase returns. No brainer. EPS goes up. TWO is just ahead of the game but MTGE + AGNC will get in too.
IWB, why do you think MSR's return that much?
If a traditional mortgage is at 4% how does it get bumped up to a much higher level when it gets sourced to an MSG?
Or maybe I'm not understanding MSR.
In other news. GKain is presenting at the BAML banking and financial services conf.. Nov 12th, 3:10PM. It's been a while since AGNC or MTGE has presented..
CYS also presenting, but thats already been issued as a press release. no news there.
NYMT is super duper. Gotta love that NIM.. btw..avatar.. there are plenty of people in HTS and CMO etc etc.. Which are the equivalent of leveraged 1yr CDs.. but with more risk..
Obviously book value and dividend distributions don't exist in a vacuum. There seems to be a lot of excitement about comparing one company's performance to another - and then of course there's the issue of stock price - a variable sometimes seemingly animated by many issues outside company performance.
Here's my scorecard for economic performance - book value change + dividend - for Q3 for this bunch, as reported by the companies except for CYS:
CYS 2.35% (my calculation - .24 on 10.20 book)
So for all the excitement not that much difference, though there are disparate risk factors involved in the achievement of said return.
Risk assessments of possible performance in up and down scenarios might paint another picture..