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Apollo Residential Mortgage, Inc. Message Board

  • reikreik reikreik May 10, 2012 8:30 AM Flag

    19.30 to 19.50 book

    still trading at 5% discount

    and if they are able to keep the divi close its still going to earn 14 to 15% range

    doesnt seem a stretch to push to book and yield 14% to get in line with ivr, two and mitt (below book but yield is lower)
    push back to 19 - 18.50 to 19 will be fine for a while

    then after the divi 19 to 19.50 range if the divi is solid enough even if a small cut.

    any undistributed cash on hand such as agnc, mtge, mitt???? to help sustain the divi if they want to show stability - even if they had to fudge it.....


    also cys seemed cheap to me versus others price action wise - im long 12k shares

    wells fargo initated cys as a buy this morning.

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    • Well im mainly market neutral in the mreits and utilites with some long bets.

      when i see value in the mreits ill call em out.

      granted i can make money not when the mreits go up but when my long does better then the short so even if they are in downtrend.

      but when i see the value i like to get long and well you should check the options bets out to see if yuo have value there too.

    • In one account I do, but in my IRA I keep a core holding of MTGE at about 80% of the value and the rest is all option play.

      I have a spec house I built on the Wisconsin River in 2006 that is underwater mortgagely speaking. This is my attempt to salvage my investment: an endrun with a couple thou to see if I can't hit 100k by the end of the year when it goes to refi. My banker said to just give him the money on the loan. I started with 2175 April 3 and am up to 57xx and climbing today. I look for doublers+.
      YOu got a good soul, keep up the good work.

    • well thats teh purpose of message boards

      bring out the info that is accurate and that people dont know

      where is the value???

      do you only trade with options?

    • cys under $13 was good time to buy. Gone too far now for me................upside limited I think.

 
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