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American Capital Agency Corp. Message Board

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  • ray858945 ray858945 Jan 4, 2013 12:54 PM Flag

    Cash position

    non-M REIT's like NRF and BDC's like FSC, BKCC and PSEC. Got a nice buy on PSEC: 10,000 shares at $10.15 ... now at 35,000 shares. I think RSO is interesting. They suffered badly during the 2009 financial crisis, but I believe they are past that. Yielding over 13%, they invest in commercial paper, and also have some RMBS. I think they could increase their divy soon; holding 60,000 shares.

    I am a long-only trader/investor so it's not for everyone on this board. I am happy that my portfolio is at an all-time high right now which is good having just gone through the cliff. I have been trading with Merrill for 2 1/2 years; during that time my average increase has been 19.5% per year, and my wife's gain has been 24% [I manage her investments also]. I have been a little more aggressive with my investments, but it hasn't paid off, so I am back to my bread-and-butter: high-yield stocks.

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    • Thanks. I am long RSO too. Puny position compared to your holding! It is managed by the better Cohen brother. They were in the dumps a while ago, seem to be on the way back.Happy patiently collecting 80cents a year in the meanwhile. Also long NRF from around the same time. The company has come back a long way. Stock has run up a bit in anticipation of divvy increase and continued business expansion. I'd look to add on pull backs.

      Will look into the BDCs you mentioned. What do you think of ACAS?

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