It is obvious they are deeply concerned for the well being of all of us who hold shares in NFI. This is one altruistic group of folks who have spent hours clogging this thread with dire warnings from altruistic motivations only. NOT!
The reality is so obvious: ranging from the early forgery of hhill, to the refusal to respond directly to the difference between GAAP and TI, to the refusal to answer the point relevant to hedging that means GAAP does not show the true picture, etc. that their only motivation is to save their asses. This is a group that is short big time and will do whatever they can to bring down the price and lessen their losses.
I also own NLY and have witnessed s short attack before, but none with the intensity, ferocity, falsification and desperation of what I have read here for the past several days.
I am hanging in. I bought for the dividend a few weeks ago at $24.60. I didn't expect the huge quick up tick and was not as excited as many since I am looking at this as an income provider and I am not as dismayed as some at the loss of half of that 16 point upswing. As long as they keep on paying the healthy dividend I am happy.