I like WMC here paired with CMO short.
I sold 1/4 at 20.95 the other day for a profit.
I anticipated a pullback that has yet too occur.
If it runs too far I'll never recover those shares,
But will still have 3/4 with which to play.
I will also consider selling more shares at 21.42.
It's much too early in the quarter to think that a pullback cannot occur before the next ex-runup, imo.
i added to that and shifted some cmo to anh short - yield will kick in
I also got back in wmc at 20.98 this am but haven't paired it yet.
Also bought 3000 HUN at 17.80 and sold 1/2 my 2014 Calls