Recent

% | $
Quotes you view appear here for quick access.

iShares Trust - iShares 20+ Year Treasury Bond ETF Message Board

bubblerforever 26 posts  |  Last Activity: May 27, 2015 11:39 PM Member since: Nov 12, 2002
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • It's a good run right now. Chance to hit a new 52 week high before ex-date too. Interest rates, well that's the story here. Keep your eye on the 10 year. Seems like we are range bound and also bound by what's occurring in Europe. Slow positive growth in housing, no reason for alot of reasons for refinancing your mortgage anymore. Nice. We'll look back at this period and say it was a good time for Mreits. Please let me know when the next storm is going to hit.

    Sentiment: Strong Buy

  • bubblerforever by bubblerforever May 20, 2015 12:56 PM Flag

    Book value $14.55 and SPO somewhere over $15? Isn't how Mriets are supposed to work? Sure it will knock down the stock price for a time, but since WMC is a small company, a little more scale couldn't hurt. Fresh money could be invested in higher yield stuff too. I wouldn't be surprised if it happens before the annual meeting.

    Sentiment: Buy

  • bubblerforever by bubblerforever May 19, 2015 8:24 AM Flag

    O is perfect example of buy and hold stock. And this is a good time to buy in due to the recent price pull back on most REIT stocks. I'd recommend this to anyone to put in their Roth account and enjoy in ten years as it doubles in value. Fundamentals are strong and have been forever. Stock price action has to be ignored if it is a sector out of favor (temporarily out of favor). I ignored my own advice a couple years ago and regretted it. I should have held on to it. I am long and happy with this one.

    Sentiment: Strong Buy

  • Reply to

    I was wrong but

    by daicheng0722 Apr 24, 2015 12:21 PM
    bubblerforever bubblerforever May 18, 2015 1:13 AM Flag

    Gracie, federal debt is a lot different now. Reason one = low cost of debt. The fed has refinanced our nation's total debt/mortgage so to speak. We have more debt but the interest paid on it is less than before. Reason two = the fed has purchased more than 4 trilllion dollars of mbs and treasuries using money that cost them nothing. This is generating hundreds of millions of profit each year. They do not have to sell any of it. They can let it run off by itself. No one talks about this profit that the fed is returning to the treasury. But you know it is happening I am sure. These are knowns that you can be confident about. The nations debt will not be a burden based on historical measures/comparisons to GNP..

    Sentiment: Buy

  • Reply to

    I was wrong but

    by daicheng0722 Apr 24, 2015 12:21 PM
    bubblerforever bubblerforever May 12, 2015 10:31 PM Flag

    When you ask them, shouldn't they disclose the duration of the portfolio as of the end of the quarter? Let us know if you find out what it is. Thanks for the help.

    Sentiment: Buy

  • Reply to

    I was wrong but

    by daicheng0722 Apr 24, 2015 12:21 PM
    bubblerforever bubblerforever May 12, 2015 1:24 PM Flag

    What do you think about the WMC hedging strategy? Is it appropriate? How would you describe it?

    Sentiment: Buy

  • Reply to

    I was wrong but

    by daicheng0722 Apr 24, 2015 12:21 PM
    bubblerforever bubblerforever Apr 29, 2015 1:50 PM Flag

    Thanks for coming back with a comment.. This message board has rsome very lame posters and is almost not worth looking at. I am watching AGNC self destruct while WMC and NYMT continue to deliver consistent results. (but they have not reported yet). So Mreits require watching closely. Now in 10 minutes we will have the fed statement and then conference call to examine.

    Sentiment: Buy

  • Reply to

    Earnings

    by bubblerforever Apr 27, 2015 2:10 PM
    bubblerforever bubblerforever Apr 27, 2015 4:37 PM Flag

    More of the same...disappointment, fear of leverage, loss of book value, reduction of dividend. Bad. sorry....

  • bubblerforever by bubblerforever Apr 27, 2015 2:10 PM Flag

    So there should not be any surprises. We had ideal market conditions for holding mortgages.. If they don't do well this quarter, then they are not hedging and leveraging properly. Changing from 30 year to 15 year mortgages really was not the right thing to do in hindsight. Lets hope they cover the dividend properly.

    Sentiment: Hold

  • Reply to

    I was wrong but

    by daicheng0722 Apr 24, 2015 12:21 PM
    bubblerforever bubblerforever Apr 24, 2015 2:36 PM Flag

    We miss his pontification, don't we? I think he recommended buying WMC in the $14's. Anyway, times are good for Mreits And WMC and NYMT. Thank you very much

    Sentiment: Strong Buy

  • Reply to

    shareholder of record question

    by icn600 Apr 4, 2015 10:49 AM
    bubblerforever bubblerforever Apr 6, 2015 9:28 AM Flag

    No means no. Wed. was EX date. You should know these things if you are investing real money. On the other hand, you can hold this stock because you bought it at a reduced price that will in 90 days give you the dividend if you continue to hold it. You won't be hurt as an investor, just hold and enjoy the future year worth of dividends.

    Sentiment: Buy

  • Reply to

    2.74

    by walrath.craig Apr 2, 2015 9:05 PM
    bubblerforever bubblerforever Apr 4, 2015 9:50 AM Flag

    The more important issue is what the next twelve months will bring us. Looking backward really is not going to help you other than feel really good that we held this stock all last year. Now guess the forward dividends for 12 months out. $ .67 per share per quarter? Probably not unrealistic. Can you live with that? I sure can. Even a little lower than that. Mortgage rates and fed tightening in the future are not easy to predict but both seem to be steady as she goes for the coming 12 months.

    Sentiment: Buy

  • Reply to

    The Street paints picture of doom for AGNC

    by clicking_jaw745 Mar 27, 2015 12:41 PM
    bubblerforever bubblerforever Mar 28, 2015 1:03 PM Flag

    That was a very smart move switching to NYMT in hindsight. But it pays to stay current with each quarterly earnings report because NYMT invests primarily in non-Agency MBS and AGNC does not. Sometimes Agency MBS investments are favored by investors due to lower perceived risk during periods of turmoil.

    Sentiment: Buy

  • Reply to

    The Street paints picture of doom for AGNC

    by clicking_jaw745 Mar 27, 2015 12:41 PM
    bubblerforever bubblerforever Mar 27, 2015 12:50 PM Flag

    This is of course typical backward looking analysis that was prepared by a computer program. What is important in any investment decision is forward looking guidance. Industry guidance for example. AGNC also provides excellent industry presentation materials on its own website if you want to know more about Rreits. They are educating investors better than other Mreits about the industry. All that being said, AGNC is one of my smaller holdings this year.

    Sentiment: Hold

  • bubblerforever by bubblerforever Mar 27, 2015 10:28 AM Flag

    I noticed 9% was being held short last week. Guess they will need to cover right away.

    Sentiment: Buy

  • Reply to

    Dividend announced -- .67

    by nickspinner Mar 26, 2015 4:13 PM
    bubblerforever bubblerforever Mar 27, 2015 10:21 AM Flag

    srbeak - I assume you made an honest mistake. Was 67 then 70 now 67.

    Sentiment: Buy

  • Reply to

    Record date is 3/30? Why the drop today?

    by joemama630 Mar 26, 2015 9:17 AM
    bubblerforever bubblerforever Mar 26, 2015 5:05 PM Flag

    Perhaps this seemly lack of knowledge of how ex-dates work versus record dates by some investors is why the stock did not drop 27 cents today which rightfully it should have.

    Sentiment: Buy

  • bubblerforever by bubblerforever Mar 26, 2015 4:55 PM Flag

    I bought another 500 shares WMC today before announcement when it dropped to $14.98. I expected somewhere in the range of 65 to 70 cents for this dividend. So this is fine with me. No problembo. Now I can worry about other things. Low interest rates continue and support MBS values but the interest between 1 and 10's is flatter meaning dividends need to reflect the reality of narrower spreads. I don't think we want them to increase leverage, do we? I still wish they had monthly rather than quarterly dividends.

    Sentiment: Buy

  • Reply to

    ex- date

    by bbradbury92 Mar 23, 2015 12:46 PM
    bubblerforever bubblerforever Mar 26, 2015 7:25 AM Flag

    In 2013, WMC announced 4/2. So we could be waiting until wed or thurs. next week. They should have a good handle on their first quarter earnings by then to determine the amount to pay us. I hate waiting as much as the next guy. I would love them to go monthly so we don't get those massive drops price after ex-date. Long and long term. Go WMC.

    Sentiment: Buy

  • Reply to

    Waiting no longer...

    by flyingman1x Mar 19, 2015 5:05 PM
    bubblerforever bubblerforever Mar 19, 2015 6:19 PM Flag

    So where does this smart money go and sit?

TLT
122.71+0.27(+0.22%)May 29 4:00 PMEDT