Buying tcrd small on its dip they beat and if they offer fine
but they beat and divi is declared so go get some
they would buy more of this or anything else they can find
Acquired $72.8 million in distressed residential mortgage loans and originated $21.3 million in mezzanine, debt and equity investments during the quarter.
• Completed three residential structured financing transactions resulting in net proceeds of $136.6 million.
Bad would imply missing the estimates - which matters much more to me then your decreasing - and so the dumbing down of america depends upon the relevance you give.
we could guess that earings were declining from linked and yoy since there was an estimate - missing the estimate is worse then expected - bad - but thanks for the color.
Fixed yes but arms are fine more then likely and they will pause and bounce back up price wise and then divi run idiots into the end of year.
Purchase the same #$%$ or gems that they have now
its about being bigger and getting paid more as long as they are doing decently well
I do if they can show a much better handle on book but apparently they all suck for the most part
hey we hedged up and that ended up having us miss badly and still get smoked on book - hey we suck
DX CONFERENCE CALL
Thanks, Steve. If you go to Slide 6, let’s look at our book value. Our book value for the quarter was down from $8.94 to $8.59, $0.35 a share decline or 3.9%. Let me emphasize something important on this slide and I think it is really important for everyone to understand. In this type of a volatile market environment, 1% to 5% movements in book value are not that unusual. Here is what’s very important, as of the end of October; we’re estimating that much of that book value decline for the third quarter has been recouped.
BOOK IS WAY UP THERE AGAIN.
Sure so they might miss but if its close it will be attributed to the offerring - an adjustment can be made based on average weighted shares in a sense.
someone seemed to have little problem wtih it today
Or two perhaps you seem to like whatever whenever.
mtge report was better then agnc and its the same compnay but you like agnc cause you trust gary
so who runs mtge - peter pan?
got take for 3k at 30 and 38 and rebidding
only have 4k left
trimming for its earnings.
nmfc is waking up
magic fraud hold down
so it sucks at evens but good at .39 today so 2.5% higher why? cause hold down was fraud
tcpc one day go down please.
you have already been told
they are more like cys less hedged
others hedged up and outsmarted themselves.
long mainly and mbs is higher q3 end then start.
And when do you run for senate
i mean you are either up or down
you might live on 2 bucks or 20k a month
but you are either up or down and if a lot then stop - sounds like some and doing well so continue as the sector does seem to be more range bound which will help with rotations.
supposedly cio is on wmc board gracie black belt - posts by him show some in depth knowledge
he says hes retiring
but yes they were long only
thats all the market is - intense marketing to get you to be long and pay them a fee little else.