Doubt they do a secondary after watching the markets distaste for arr after they did one after reporting a steep book drop.
but lets face it this book drop is the biggest in the sector - so they will need some stability and maybe pay a nice solid divi and then crack one.
im looknig for longs on dips here unless the sector continues to tumble
much of the outperformance is the higher leverage
for a few years nly lagged others - why because they earned less on the spread but also earned considerably less due to lower leverage 5 to 5.5
you see nly addressing this with a shift to non agency and beefing up leverage.
strip out some of wmc higher yield and its not because of sharp or not sharp - its because of higher leverage.
if they earn 18% because of 9 to 1 simple math to guess they earn 16 if 8 to 1 and 14 if 7 to 1.
not saying they should add leverage or reduce - just saying leverage is what is and can be good or bad but doesnt mean smarter
the smart use of leverage is the consistent building and predicatability - agnc had it but #$%$ it away recently - wmc might suffer from agnc selloff as they begin to question its book - after all agnc core numbers were good too and improved - spread improved too.
so careful calling it better when part of the better is merely just higher leverage.
OKAY BUT NEE PROBABLY BETTER
GO BEAT TO BEAT
WR TO NEE
WR MUCH THINNER (MUCH SMALLER CAP) BUT HAS SERVED WELL WHEN IT WANTS TO WAKE UP)
XLU WORKS ALSO.
SHORTED NU RALIES HERE AS THEY FILED A SHELF RECENTLY TOO
Thats him stepping to a different beat today but its still him 10 nyse 18.40 and apparently completely unlimited - i just unladed on him and he laughed and came higher
watch the 10 nyse - lets see if he wants it up up
Like he did other day if so hes got stock to buy and might get paid today.
doubt it but hey hope so
Regobbled up the 5k i dumped at 70 and .71 time to try again
HEY ARE YOU IN OUR ROOM? WE JUST SAID THAT 18.40 AND MAYBE EVEN 18.70 AFTER FEES IS 18.55 18.50 TO 18.70 FOR SURE
DUMPED LOTS 18.70
NOW REBUYING BUT THAT ARR CRACK SPOOKED PEOPLE TOO BUT IT PAID TOO
Okay then go ivr to mitt ivr book hit a little but they have 30% non agnecy - so even more
i like fundamentals in amtg over ivr and amtg was way strong after its earnings now its 1.60 lower ha ha while mitt has barely budged
agnc raliled so id like to see agnc make a bigger move and show the sector to be okay.
Long amtg short mitt stupid mitt same clown buying mitt was probably buying wmc all yesterday
next the fraud tip off is the natx stacks
see the stack in mitt showing his face and see the stack in amtg offer - natx and cousin edgx run the dark pool scam
they push and lock and then print dark pool
LONG MTGE SHORT AGNC
PAIRS GUYS HAD THAT BET
I TOOK QUICKER PROFITS ON TRADING
COUNT THAT ONE UP HABBAS
Okay not harassing you - if it works for you play it and win - lots of ways to win
but when offer risk creeps up - and i was selling more so for that - you might go to sidelines and rotate to another that pays a divi too (as you call you) and avoid the pain of today - then step back in.
Well of course why not think of the on going cocern (and not cocern as a bad word but as a ongoing business ill say)
offer and get paid more to deliver solid steady performance.
they dont care about 5 days or 5 weeks they want 5 to 10 to 500 years
Yeah i mean watch amtg
i have seen over 40 dark pool transactions of 2k shares or more in the last hour
its a comedy
HE WONT BEAT REALITY
And in 2 to 3 weeks not a word and after they all rally all the analyst will come out to pimp em - but they all run and hide now - orchestrated moves
Lets see if they get it to 19.50 to 20 - lots of shorts overnights here and around me
sell mitt rallies - why do they get a premium to book but others dont????