You can't look at net - WIN just made a huge investment into cloud hardware, which gets depreciated over 3+ years, chewing up as much revenue as possible. Look at free cash flow - div is maybe 65-70% of that. Always follow the cash, especially in a company like this one.
Actually Mitch, you are exhibiting the characteristic and stereotypical liberal ignorance with your post. Since Obama has taken office, the 'rich' are getting poorer, and the 'poor' are getting richer. Read a book - simply parroting what you hear on MSNBC makes you look like an idiot.
Low key but massive accumulation is going on - I've been holding for quite a while, knowing LLTC is a diamond in the ruff, and it looks like it is finally paying off. Up 1.75% when the market is off 100 points, and with no news? Oh yea. Somebody big knows something.
I agree - those with a strong stomach who are holding or buying at these levels are going to make a LOT of money during the next few years.
So, do you agree that the implementation of Dodd-Frank will have little effect on mREITs, or not? I don't understand the relevance of your post toward the OP's question.
Yea - I just dumped my whole position today after a 50% gain. I'll buy back in once the price gets reasonable again.
Personally, I think QE will become a permanent policy. Even in the unlikely even that they do unwind, I don't think interest rates will follow the policy. You can force a market. Unfortunately, AGNC set themselves up for a rising rate environment, so they're in a holding pattern and likely won't make much money during the next year if my suspicions are correct. I'm holding though - the REIT bet is a good one - it's only a matter of time before the big money starts flowing again.
You would hope, but the reality is that once the sheeple figure out that they are paying WAY more for less, the Democratic leaders will simply blame the Republicans. They won't even have to give a reason - the democratic voters are such idiots that they'll believe them. Shocking, but true.
Be sure to compare apples with apples - there is no Obamacare plan that is equivalent to a $3000/mo private insurance. The Obamacare premiums aren't necessarily bad, but the out of pocket expenses are extremely high compared to over-the-counter plans. high deductibles, marginal coverage percentages, outrageous co-pays, etc. My current ins. is equivalent to the platinum plan for coverage percentages - I don't even know how the premiums compare, but I do know that additional out of pocket costs would add up to no less than $5-6000/yr.