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American Capital Agency Corp. Message Board

  • alw59saw alw59saw Sep 22, 2011 12:38 PM Flag

    Seeking Alpha

    A number of posters on this BB listen to or post articles from Seeking Alpha. I have found them to be unreliable and often contradictory. Take Wednesday and Thursday of this week as an example. On Wednesday, SA ran an article Title 'FED's "Twist" Could Hurt REITs'. Thursday, their next article discussed how to 'Prepare Portfolios for Operation Twist Impact'; in it they recommend buying AGNC.

    How does one follow SA's advice when one day they counsel selling MREITs and the next they suggest buying an MREIT (AGNC)? SA needs to get their act together before they can be taken seriously and be beneficial to investors.

    For now, take what they say with a grain of salt or no salt at all.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • You said it (about SA); garbage in garbage out.

    • Can you explain?
      What was wrong?

    • Yep, both of them wrong as wrong could be.

    • Nothing could be further from the truth. We all have opinions, you have a strong one as do I regarding SA and Yahoo. That's the context for my post. If being able to discuss, and that includes taking the authors to task for a perceived mistake, turns you off we are on different sides for sure. SA gives the average poster (you me and the guy behind the tree) a chance to delve more deeply into a topic than yahoo ever does. You can have a difficult time finding a thread here where some "newbie" with a legitimate question isn't called an "idiot" and an array of other names I'd hesitate to use before I have my coffee.

      IMO, your argument is a 180 from reality. SA gives the poster an opportunity for intelligent discussion, whereas Yahoo is, for the most part, a group of self aggrandized, far younger posters salivating for the chance to call someone a name.

      No, IMO, yahoo is for the qik fix..for the comment to make if can wade through the garbage and at least make a point. Someone here will say "well, if you like SA so much so much, why don't you**** stay there?! Hardly, like the corner store, Wa Wa if you're in Jersey or 7-11 if you're in the South, Yahoo serves a most important purpose. It's a qik stop where, if your lucky, some punk won't call you names, you can get a question answered and go. It's a convenience store with all the trappings and risks that go with it.

      No, SA is a far superior forum with more tools, more access to authors and other posters and far more accurate information and graphs unlike the graphs on Yahoo..oh, right, there are no nothing.. except a qik fix if you're lucky. Have a good one, but always remember there's someone with a different opinion and this world of finance needs new blood. If a "newbie" asks what you perceive to be a dumb question..answer them! As a rule they're called "idiot or A.H." and run for the exit..for SA. That's a favor for SA from you.

    • Yeah! "Motley Fool" does the same thing.

    • yourbestfriendintheworld yourbestfriendintheworld Sep 22, 2011 1:01 PM Flag

      They're bloggers, not analysts, and SA isn't an editorial manager. They post less than if they were on a Yahoo message board, but they're no better coordinated. If it weren't for Yahoo's naive, agnostic approach to blogging sites, SA wouldn't show up in the News feed like Barrons or Bloomberg. So fugedabout a grain of salt, take SA with the whole Margarita.

    • Yep ... 10 yr rates are down to 1.77% already, and the Twist hasn't even hit the turntable yet.

      • 2 Replies to ray8435893
      • 100% right Ray.

        LONGS may not understand that the marginal dollar invested in the core trade here is yielding around 8-9% at current leverage.

        NOT 15%.

        And the FED is going to take that spread even lower.

        Sure, the legacy portfolio has more yield, but it is eroding away (REFIs doubled Q over Q-- Google REFI INDEX) and there are plans to make it happen even faster floating around Washington.

        You cant lever up much with the SEC watching and REPO markets nervous, so single digit dividends are coming soon, and these stocks WANT to trade to mid teens returns, so that means lower prices.

        Buy it in 2 years when the cycle turns again.

      • Just light a candle at the BAT Satin shrine and everything will be alright.

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