Drop in ARR BV: http://seekingalpha.com/article/694701-these-mortgage-reits-are-poorly-hedged
Article was written in July 1, 2012.
Scary. One of the reasons I keep ARR at a small % of my port. The other being that MTGE, TWO, and AGNC are just better at it.
jesus christ, how are people able to post links and I am not allowed? Yahoo has an agenda and they do not allow free speech.
Sentiment: Strong Buy
My concern is that with the new shares(money) they may or may not do better. BUT they just
recently dropped the dividend and may have an incentive to do it again soon. Be careful out
Sentiment: Strong Sell