New York Mortgage Trust Inc. Message Board
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No increase;if anything, a decrease in 2 mos. to avert continued damage from mostly agency backed mtgs. Only reits up were a few non agency and commercial reits(RSO)
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they restated the 1/4er to .29 from .27, you all sold to soon.
by investment_dude_7 •May 3, 2013 8:54 AMFor some reason their agency backed holdings weren't as impaired as AGNC's and NLY's. I am waiting for the other shoe to fall but this price is quite attractive unless........ My RSO(commercial and non agency is actually up today..
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There were no rating changes. TD Ameritrade tracks them all for me. Some posters never had a mother or father to teach them right from wrong.
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Because pre-report (yesterday) showed deterioration.
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The non agency backed reits and the commercial mths will do well even though they will all suffer for awhile but NLY, AGNC will be lost causes for immediate future.
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After mkt. price of RSO is down 30 cents due to AGNC huge disappointment, but I think investors are comparing apples with oranges. RSO, ARR, CIM steer clar of agency guaranteed mtgs due to nil on spread.Tomorrow should be interesting. I own 5000 RSO at 6.45 and will buy more. Comments ?
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WHAT is occurring??? Annaly Capital Agency Ma., LLC earnings down and spred down???
by archcrim •May 1, 2013 4:37 PMNew projected earnings only $1.30 so our div will be cut to $1.20 or else they will pay return of cap to keep it stable. ARR and RSO still earning more than they pay. AGNC may cut soon.