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American Capital Agency Corp. Message Board

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  • herexhear herexhear Jan 18, 2013 10:26 AM Flag

    Does this rally have legs?

    Onion, you're an income guy! Not a gains guy. You make your real gains with job income and commish, and then bank it vs gamble it. Probably live like a buddhist monk.

    You want names? Nah, you should probably go toward ETFS and play the macro trends. Names have extra risk.

    You could just keep doing what you are doing, and just watch the market and pull out when the Fed starts raising rates, wait for the resulting correction/crash, and then buy everything back, maybe with an emphsis on ETFs at a 20-50 % discount at the trough..

    Its all about the Fed, and the Fed will need to start removing accomodation this year, is my guess

    The market is like an apparently insane driver, if he sees danger ahead in the road, he laughs and accelerates into it to enjoy the resulting thrill of the obviously coming horrific crash. To you and I the driver appears insane! but he knows he is immortal and will rise out of the ashes of the crash to live and race again.

    You learn to ride with the driver and jump out right before impact.

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    • That is my point.
      I AM an income guy, but now I am like a school girl looking at 12.50% on the CY 2012.

      I think you gave the best answer, based on my portfolio structure now
      As soon as I get evidence that rates are going up I will bail on all my REITS

      I think MLPs have got some room to go. Right? Pipelines?
      Better economies = more energy consumption + higher energy costs= more MLP earnings?
      Thoughts?

      • 2 Replies to onion1273
      • MLPs seem less recession sensitive to me, less volatile.

        But you cant put em in tax advantaged account if that matters, and the tax paperwork sucks.

        I more like montly BDCs. Higher divs, and if youre going to bail anyway get the higher divs in the meantime.

      • --------------------
        I think you gave the best answer, based on my portfolio structure now
        As soon as I get evidence that rates are going up I will bail on all my REITS
        ---------------------

        All predictions are pointing to the bond and mbs buying ending in early 2014.
        If rates rise a bit we should get a widening of the spread before short term rates come up which expectations are around mid 2015.

        Keeping my fingers crossed, but the sector may come out of the mess in good shape.

    • "You learn to ride with the driver and jump out right before impact."

      That only works if you have a golden parachute.

      Sentiment: Buy

 
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