When MSFT was new it was great value, but when it get to over 30 years old it is less attractive. Also when AGNC came out a few years ago, people have similar douubts like you.
I am long NYMT, but I am also long on WMC which is currently even more undervalued
If you like fundamental, I would suggest you compare RDN with GNW. GNW offer better fundamentals
Even if the dividend is 0.85, I still believe WMC is the best value in mreits. 85 cents means 16.6% yiels even at an adverse enviroment. It is coverable by earnings. It has a chance to be raised back to higher again. I am still holding.
Some lemmings will try to follow the sentiment while ignoring the fundamental: if a stock goes from 3% to 4% hike, they get excited and rushed to follow the street to buy. But if the dividend goes fom 18% to 16%, they would panic and sell...
Although I believe 95 cents is a probable outcome, i would still hold if it turned out to be 85 cents. It is way better than AGNC, MTGE which are offering dividend that are beyond the coverage of their earnings
Thanks!
Why can't I see it? Where can I find it?
when will FTE report earning?
Thanks in advance
Just 2%?
It is about 17% in my portfolio. I am not panicking. It is still the best yiels reits. Who cares about the market?
I saw a post on CVI message board stating that the midland pipeline will be in place soon. So CVRR is in better shape having cheap crude.
My question: 1. when is the Midland pipeline estimated to be in place? 2. After the pipeline be in place, will ALDW be still profitable? Can it have distribution around 8% or above?
TIA for sharing perspectives
how much will the pipline affect ALDW earning if it is in place?
Sentiment: Buy
hi bear sorry about what I said in my previous post. I misunderstood your post. Appologize!
hey bear, please go buy some nly which has a nice history. What you said is pure bs
Many people trying to be follow the market sentiment while ignoring the fundamental of the company: WMC's earning is still the best comparing with its peers. its dividend still the highest and covered by earnings.
tia
me too. wmc still the best
I no longer have any share of RSO. I am here to see how fredkane lies go bust again
Henry, someone posted at CVI message board:
What is your take?
My position of NTI is minimum compared with ALDW and CVRR
Henry, someone on the CVI message board posted as following:
What is your take?
thanks Jack. Long on CVRR and NTI as well.