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Annaly Capital Management, Inc. Message Board

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  • reikreik reikreik Feb 15, 2011 12:33 PM Flag

    Everybody who does not understand accretive.

    i agree their actions make sense.

    but too many were arguing with shorts (as i was saying) that p/b risk was there - now i wasnt saying this was going to fall apart - i was saying an offering was in the making - i did very well on the first and felt another was coming but i rotated out to avoid earnings - and would have been paid huge if they did a more relevant offering.

    the size of the first one told me several things. - another was coming and they will do small ones to keep the price locked down.

    falls 50 cents they gobble it up and pop it up and do another - and buy time - time for the p/b difference to close up.

    accretive yes, but necessary as well and still necessary again for another one.

    TWO has this risk now as well - great number, whats next - maybe a divi pop to .41 to get the next stock pop and then offering time - why because p/b will be up there - they will want to grow and they are actually putting up great numbers.

    nly is getting conflicting data from the conflicting analyst whose sole purpose is to get the offering action now - where were they saying hey - this is a solid stock - but an offering is coming soon in our opinoion and just wait to buy on the offering - well if they said that - its doubtful they get a piece of the action.

    another one is coming so ill sell all rallies and get short.

 
NLY
9.59-0.16(-1.64%)Feb 11 4:05 PMEST