cys signal a small cut likely but would use some of the extra that it made to buy shares and or whatever
they need a pop back in mbs with this divi to make a big move up
oh wmc getting a taste of the nonsnse now - i got long on this dip
but they are changing their game too - they hedged up and protected some here too perhaps - might see cut with an attempt to preserve book like the rest.
so i wont get too much long - got just 1500 now.
they are silly to cut but yes did signal
in stead i woudl have held it so secure a solid pop into the end of the year then cut it next quarter clowns
but hey 17% down here but some book exposure but a known number and its soon - if mbs holds up and moves up then this can run 5 to 10%
well book sure held up
so cmo is 10% and trading at book and its fine
but anh is .72 and still 12% heck let it fizzle to 10% on a cut
if they want
but its just high frequency nothing else
twice it has just exploded up when soneone with the ability to bid and hold the bid forces hft to not only back off but then shift to buying -
anh lost 2% and it was 12 cent divi
but cmo lost 50 cents and 31 cents was divi so anh had better quarter and has much more value
if i was the company - id just take the entire compnay private nad make 15 to 20%
hey 1billion dollars make 200 to 300mil
buy it all back - liquidiate and then re ipo
just all a joke
Dx cut to .27 and if keeps .27 well thats over 12% and all they have to do is declare their divi and its solid like mitt
just a joke
OKAY THEN THEY ALL HAVE TO BE GOOD LIKE ANH
ANH LAST QUARTER LOST 12 CENTS ON ITS BOOK AND THAT WAS ITS DIVIDEND. BOOK IS NEAR 5.89 SO MAYBE 5.75 OR SO
I MEAN ITS THE BEST VALUE ONE REALLY.
SEE THE MOVE LAST QUARTER 4.35 TO 5.20 20 PLUS PERCENT MOVE
DONT SEE THAT COMING BUT 5 TO 10%
THEY HAVE ARMS AND FNMA 5'S ON THEIR BOOKS - HOW WILL THAT GET CLOBBERERD.
ARMS HOLDING UP AND THEY ARE A HYBRID WITH MOSTLY ARMS
MBS ISNT MOVING BUT AGNC JUST FELL NEARLY 3%
THIS IS BIZAREE.
AND THE SSCREEN JUST ISNT MOVING
I WASNT LONG 600 AMTG AND IT WOULDNT GO UP EARLY WHEN SECTOR IS STRONG
BUT THEN I GET SHORT AND IM 3 CENTS IN THE HOLE WHEN THE SECTOR FELL APART.
SO BUY $25K OF STOCK AND IT GOES LOWER BY 2 CENTS
THIS IS A MARKET????
MEANWHILE CMO IS UP UP UP BUT 1 SHARIN THE HECK OUT FO ME ALL DAY AND THATS LEGAL????
JUST A PURE FRAUD THIS MARKET
AND NOW MTGE IS GETTING A TASTE OF IT - JUST PURE NONSENSE.
Agnc and nly and arr are just beingg walked down over and over
i had mitt and added some on the early dip and just dumped it all but only becaus the otehrs are down now - just a strange day - reits strong early then as mbs went towards its highs the sector sold off first and now rates have gone back up .
this is a joke.
some are up like mitt (declared .60), jmi, amtg, dx, two, cmo and two was just up etc.
in fact nearly all were up and then rolled over.
Has nothing to do with the dividend
the dividend is a proxy for their earnings since they pay out as reit
its what they are - to compare to the stock market is nonsense
compare it to the bond market - they are a leverage bond fund
tlt is the 20 to 30 year and not counting dividends its down nearly 20 pts so about 20% mortgages have moved with treasuries and so mreits have been hit.
in 2008 when the market got slammed mreits did okay why? because the bond market held up
so you had the reverse but again mreits have little to do or to be compared to the dow or spy
if bonds stabilize and just go sideways then mreits are fine
if you are short mreits you are simply bettig on rates rising and or their book premium/discount to change etc.
Strange they didnt wait for next year to start - both were sell initiatoins - why not wait - funny agnc and nly shook it off - hope they announce the same as last quarter for now and get a run
but mbs needs to stabilize
Saw them just go stupid like from .80 to .55 range higher dollar while sector was slapped around.
did arr not do the same???? with rates up could be they see jmi made some book gains wtih the pop in rates.
any info on arr - they moved in the opposite direction for sure there and about 10%
jmi cracked back down to reality there today
Its not the caps or lack of but the content
we have some mitt
hopefully stays the same and they run
Catalyst for this sector
daichengo they are up a litle after bell maybe a run coming
Lots of undistributed cash to hold the divi possibily
but also - last year 12/6 they released first and - that might mean some hit down risk if they cut the divi - hopefully as mentoined above they use their cash to support the divi at least for this next quarter.
There is no tapering
the fed is trapped and this country is trapped - interest rates go higher and higher and the game is over - so its just all a joke
japan like for next 30 to 100 years if the rest of the world allows it.
Why is that
i talked about shorting wmc premarket and getting out lower
or just add to your shorts
And bought each dime down and got 1500 extra at .46 out all at .60 and rebuying the dip - i dont want any big positions into divi declares
however, i did sell 3600 shares of wmc at the closing price premarket (there was a big order) and i got out of all of it at .68 so .93 - .68 is .25 for 3600 shares - so that was easy thousand.
mbs was down big and wmc at the close. - thanks.
i am long 2500 cys now looking for a 10 cent pop but it will all depend on mbs
wmc im flat and looking to sell up at the 15.93 to 16 range
so doing just fine
what i did notice is mbs slammed adn still near worst levels but mreits 2 to 3% off their lows - divi declare soon and p/b discounts are big - good risk reward - so im net long 50 to 100k - looking to up it to 300 to 500k but not until mbs stabilizies and ill use rem much more then anything else for now.