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Invesco Mortgage Capital Inc. Message Board

  • ruswise ruswise Jul 14, 2011 12:06 PM Flag

    youch still

    report came out on CIM this morning on seeking alpha

    main point was how CIM's non agency stuff is currently priced below where they bought it

    I am sure this is carrying over to IVR, even though comparison is hard based on %'s of portfolio's

    icky stuff

    sure hope IVR management knows what they are doing

    if we don't see .99 or better for earnings

    the fall hasn't really even started yet I don't think

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • IVR in much better shape than CIM by a long shot. Also chart is better looking. Think this just some funds & institutions pushing the PPS down before the next Ex date. Problem is we two months off. This been bad day for all the reits so nothing being singled out other than CIM. Sure would not add on here until market puts a bottom in. I have 10K of IVR
      and 12K of AGNC and a call in to my heart doctor..

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