moving big time from here? with CIM's P/B = 1.08? that's a premium over NLY, AGNC, MTGE, TWO, HTS, ANH, IVR, CYS, ARR- I actually couldn't find a mREIT, hybrid or otherwise, with higher P/B.
of course I'm just looking at yahoo stats so maybe you could share your analysis of what may drive book value higher faster than the competition? Withouth that, I would not expect CIM to outperform the mREIT sector
likewise CIM's yield is closer to the bottom of those in my list above. Since "low yield" can translate roughly into " low risk" I'd argue CIM shareholders should not expect a big up by filing further financials , as a lot of the "risk" premium has already been priced out of CIM, seems to me
although I would be happy to hear counterarguments
I currently have no position in CIM, sold a while ago at 3.19 moved it into MTGE