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Capstead Mortgage Corp. Message Board

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  • fav_for_08 fav_for_08 Feb 12, 2010 11:04 AM Flag


    According to Yahoo CMO's Price/Book is 0.99 while HTS is at 1.04.

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    • cmo just reported book at 11.99

    • no
      cmo book is 11.99

      hts stale book is 26.07 but will go to 26.50 unless they write down what might happen to them.

      before all this fannie and freddie talk it was 26.50 so

      cmo at 1.04 and hts near .95 now and if book goes to 26.50 reasoning that nly and cmo with similar leverage went up by about 2.5 percent, then 26.50 or so, and so way under, of course, 2 things

      ubss loving the cmo and loading up each and every 10 cents it seems.

      and hts just falls apart to kill people, and then mega fund jumps in.

      arca loaded 24.60, 24.90, 24.99 and maybe thats him at 25.25 now but only if he refreshes will i believe it.

      diff is 1.25 now, get to zero or hts up a little and ill dump it all and reload on the next dip. if it goes up ill say oh well seems to be too risky right now.

9.63-0.040(-0.41%)Jun 24 4:06 PMEDT