The Coca-Cola Company Message Board
-
What about the core + drop Income of 1.09 for the quarter? That is the real earnings that needs to be paid out. The remaining came from undistributed taxable income.
-
This is really simple.. if they convert then PSEC just issues more debt and makes more investments... LOL. The net result is a capital raise with gross proceeds of $11.35 of the lowest conversion price. Only dumb investors look at the convert price and think it will somehow meaningfully impact EPS.
-
There will be NO special dividend. Nice NAV write ups coming though. Market will #$%$ all over itself monday.. like usual.. PSEC probably will hit $10.90 during the trading day. Load up before the close.
- Reply to
Solving for the mystery of the BV shortfall vs. "simple math" estimates
by oldschoolbuilder •May 5, 2013 11:30 AMShorting mtge is kinda stupid.. If you were to short anything.. AGNC would make a better short because i can't get into non agency.. It lacks the ability to diversify into a higher spread income asset class. i wish i was short at $33.. i should have shorted... Kinda stupid.. I knew book was going to get killed but was too busy #$%$ around with PSEC.
- Reply to
biggest problem they have created with tba is they have killed off their consistent predicatbility
by reikreik •May 4, 2013 12:36 PMGary shows why the economics of it are attractive. There is a much wider spread in TBA and so WHAT that we realize gains or losses on a monthly basis? Who cares? Last quarters losses are next quarters gains.. getting back that lost Roll over income.
- Reply to
Near-Record NYSE Margin Debt Leads to Caution: Chart of the Day
by jadelover888888888 •May 4, 2013 5:10 PMI know why Jade is upset.. He is upset because he sold out of PSEC too early and other stocks and does not want to pay up for the "extra value" which he determines to be #$%$ MARKUP THAT IS UNJUSTIFIED" That would be his delusional idea that paying up for today's prices vs paying 2009 prices. He will be here #$%$ until we get above DOW 17,000... i bet then he jumps on board and the market "crashes" to DOW 14,000. When jade buys i'm staying in cash until i see a post that says jade sold. lol
-
No. I called for $12 after distribution. Check posts again. $10 to $11 range seems like the future range for this stock. I hope I am wrong for your sake. Wish you guys at two the best. Might take a position in the mid 10s if two gets there. We'll see.
-
Sorry but the market is going to get beat down monday... Market likes to get a case of the mondays.
- Reply to
Interest Income Per Common Share Drops 20% from Dec Quarter
by sbrown101750 •May 4, 2013 10:25 AMForget about it. Agency mbs will do better and is cheaper right now. I guess if you like 6-8% nonagency yields sure. go for it.
- Reply to
biggest problem they have created with tba is they have killed off their consistent predicatbility
by reikreik •May 4, 2013 12:36 PMThe tba position is actually pretty smart. The dividend should be maintained at 0.90 at mtge for at least all of 2013. The other issue may be we did not see an entire quarter since the capital raise.. So the new capital has not been completely shown in the earnings. Monday will be a down day for the markets and mtge. market likes getting a case of the Mondays. Monday down, Tuesday down, Wednesday flat, Thursday up, Friday down. That is my theory lol.
- Reply to
as such you see leverage with the tba up to 7.4 v 6.7 which means more agency
by reikreik •May 4, 2013 12:56 PMI expect future results to be Better. NAV has improved since the end of q1. But the days of high premium to nav may be over.
-
Agency mbs to keep falling thanks to the nice jobs data?
-
A. But Monday will be down day, Tuesday green. My theory anyways.
-
Sold 10,000 at 11.07. Don't have the time stamp was done by my wife... WAs driving. 100 % cash now. Looking to buy some back soon, maybe Monday if the price drops. I saw mtge's results.. They're worse then I expected. I'm going to avoid it for now.
-
SOLD 14,000 psec @ 11.04, holding 10,000 psec
-
That doesn't mean you shouldnt buy MTGE which is hybrid... expecially recommend mtge when you have a margin of safety below book. PSEC has a yield that is very close if not better then most mreits.. so of all the asset classes you can invest in right now.. PSEC looks like the vehicle of choice. I will not hesitate to buy MTGE at unreasonably low levels if that does indeed happen again. And it might just yet happen in after hours tonight. However, I believe the book value did perform better at MTGE, (25.30 book value i estimate and about $0.95 to $1.05 estimated taxable income. )
-
Repurchased 10,000 at $11.03 a few minutes ago.
-
Did not fill. Cancelled it. Sold 10,000 @ 11.04.. Looking to repurchase before close at a lower price.
-
Because i had sold 24000 at 11.07 and repurchased at 11.03... i realized that 0.04 was my profit.. however i had sold 24000 at 10.97... and if i repurchase 24000 at $11.01.. that cost of repurchase will be offset by my prior trade... When you add back the MTGE profit i am still largely in the black =)
- Reply to
Price in AM tomorrow. $23 and falling. (Best guess)
by instantwinbutton •May 2, 2013 9:06 PM05/03/2013 09:30:18 Sold 100 MTGE @ 25.1
2,509.94 24,785.02
05/03/2013 09:30:18 Sold 100 MTGE @ 25.1
2,509.94 27,294.96
05/03/2013 09:30:18 Sold 500 MTGE @ 25.1
12,549.71 39,844.67
05/03/2013 09:30:18 Sold 200 MTGE @ 25.1
5,019.88 44,864.55
05/03/2013 09:30:18 Sold 500 MTGE @ 25.1
12,549.71 57,414.26
05/03/2013 09:30:18 Sold 260 MTGE @ 25.1
6,525.85 63,940.11
05/03/2013 09:30:18 Sold 2000 MTGE @ 25.1
50,198.87 114,138.98
05/03/2013 09:30:18 Sold 200 MTGE @ 25.1
5,019.88 119,158.86
05/03/2013 09:30:18 Sold 100 MTGE @ 25.1
2,509.94 121,668.80
05/03/2013 09:30:18 Sold 100 MTGE @ 25.11
2,510.94 124,179.74
05/03/2013 09:30:18 Sold 100 MTGE @ 25.12
2,511.94 126,691.68
05/03/2013 09:30:18 Sold 300 MTGE @ 25.16
7,547.83 134,239.51
05/03/2013 09:30:18 Sold 300 MTGE @ 25.16
7,547.83 141,787.34
05/03/2013 09:30:18 Sold 100 MTGE @ 25.16
2,515.94 144,303.28
05/03/2013 09:30:18 Sold 100 MTGE @ 25.16
2,515.94 146,819.22
05/03/2013 09:30:18 Sold 100 MTGE @ 25.18
2,517.94 149,337.16
05/03/2013 09:30:18 Sold 700 MTGE @ 25.3
17,709.60 167,046.76
05/03/2013 09:30:18 Sold 1170 MTGE @ 25.3
29,600.33 196,647.09
05/03/2013 09:30:18 Sold 400 MTGE @ 25.3
10,119.77 206,766.86
05/03/2013 09:30:18 Sold 100 MTGE @ 25.3
2,529.94 209,296.80
05/03/2013 09:30:18 Sold 100 MTGE @ 25.32
2,524.94 211,821.74
05/03/2013 09:30:19 Sold 100 MTGE @ 25.1
2,509.94 214,331.68
05/03/2013 09:30:19 Sold 100 MTGE @ 25.1
2,509.94 216,841.62
05/03/2013 09:30:19 Sold 1800 MTGE @ 25.1
45,178.98 262,020.60
05/03/2013 09:30:19 Sold 100 MTGE @ 25.1
2,509.94 264,530.54
05/03/2013 09:30:20 Sold 100 MTGE @ 25.1
2,509.94 267,040.48
05/03/2013 09:30:21 Sold 270 MTGE @ 25.1