Mtge low p/b and sure might cut the divi but others have too and they are running on mtge.
long mtge, add some wmc dips and mitt and short the rest
thats got low leverage and diversified ill buy dips there.
but for sure a good setup coming is mitt - it ran on all and has the goods and now as all others run - start stockpiling in mitt and shedding the others (mtge not included cause thats way down too) but sell the rest and watch for their 5 to 8% rollover. to mitt which just fell 2 to 5% to many after its move by just not going up today alone.
a .32 divi there is a 65k share bbid at 14.85 so thast basically 15.10 but it sucked so badly at 14.10 really???
and pays you the bback way.
same behavior in taxi - just slap bids out an over and over dark pool prints to really get long and then the dollarr up move is comingg.
Just crazy that kfn is his top pick - because their last number was just disgustingly awful - im sure leon cooperman is glad that his buddies at kkr bought it out for him.
what a joke.
Reminds me of when directors mentioned they added shares the last two times.
not saying its going higher - i sold into this rally a few k shares - but seems odd on no news.
probably insider buying data comes out tomorrow or fraud early divi release
S OR HAS HEARD THAT A GOOD NUMBER IS OUT???
AND KEEP THE STOCK INTACT
WHAT A JOKE
took the quikie for about 1500 bucks and rebidding
the whole world is gone
and the reason is because the screen is absent - all trades get routed and off the screen - that allows he who can push the screen around to game it - ie nite/getco who control nearly 50% of the flow
see bro today - downgrade but there was on bidders - big sell order he who cheats hit a few bids out and pushed it 3 bucks lower and got the 100k print off 1 pt lower then if there were bids and traders as there usd to be with bids on the screen
so they earnd 100k extra for cheating
this is whats going on - just no one on the screen adn all retail trades are internalized for the most part and the push and push and push continues - bdcs crushed but #$%$ gbdc is up 1.7% really? why - cause no one offers on the level 2 - and so they are pushed around easily
I believe arcc has paid up relative to the sector - its up 2 to 3% on the sector since the offering
sector down near 2.5 to 3% and arcc up from say 17.65 to 17.75 to 17.85 range adjusted for the divi
SO IF YOU can only have one move into something that might spring up 25 quick cents
else they seem like they have similar p/b after tcpc adjusts down and similar yields - not so sure about composition of what they have but both seem solid
last time tcpc it dipped and they came in and just ran it up and hard and never stopped
I dumped my arcc and bought others on dips and will add this
ill add arcc on dips but sell rallies in it slowly too
scoop that after the drop itt down more
I gobbled up 15k of that after the bell
someone is putting on a rem long nymt short pairs trade
big buyer in rem for about the same dollar amount that paid a penny or two above the close price.
JUST GET ON THE BID AND KEEP BUYING
SOMEONE JUST WANTS TO HIT IT DOWN BUT IS GETTING LONG (HFT)
are ggood (and mind you they are all good since they were scammed down)
then isnt dx and mfa good? keep in mind both always changed their divi just a cent or two - so cant be too different from the last
and how about rso - dont you think they will be .20 - .50 to .60 cent move up coming in rso once they decalre - fraud market just does what it wants.
taxi down 2.5 pt and the whole world looking for value - well screw taxi it sucks - but they run up stocks that miss eps, miss rev, guide lower, have an offerrring declareed but not something that is good????
SAYS DOWN 15 CENTS TODAY BUT MOST OTHER PLACES SAY MBS WAS UP ON THE DAY.
MBG-IV SAYS DOWN .15 FOR .57% NEGATIVE
WHY DO OTHER PLACES HAVE MBS AND 15 AND 30 YEAR AND SUCH UP ON THE DAY (NOT LOTS BUT SOME)
would be about 4.2% from close but it was holding up better then most in the sector
look for it near 17.50
taxi sure hasnt worked out though so careful
No the stock didnt drop because of the insider selling
instead the stock dropped with a sector that was beaten down and cys fell more then most because they are more tied to mbs with less hedging.
mbs gets smoked and so will cys - not because insiders are selling or not - that will impact it of course but it wont outdue mbs tanking which it did in the last 2 weeks.