That is your advice and input
wow i hope you post more
funny how .60 to .65 must explain self but .75 to .80 doesnt??
typical long idiots. Not all longs are idiots but many are - its okay dont worry - it will go up dont worry - dont listen to anythign including the conference call just listen to "glta!" yeah good one
They just arent very adept at pushing the stock around with the tools they have.
long and hoepfully a bounce for some loot.
Didnt chmi just shoot up today
i have mtge long but hey if good info then great but hes all over the map and says the long will go to 600 and the old long to zero
Yeah shady but it will trade 25.25 to 25.75 i assume then settle 25.50 but others are up and chscp 29.60 and chsco 28.48 so thats good
get 25.50 or so and you will get 1 to 2 pts with a bump early april i would suspect.
the other two are ripping back up to their prev range both should settle 28.50 to 29.50 range i would think after their dividends and 25 cents apart
if so 2 pts
else if you are long and the others fall hard which could happen if rates rip up - then temper what you are tyring to gain and take profits
spreads lower and leverage lower and neg duration to hurt book
but i think overstated - non agency and they continued to push more so they said at 50% into non agency justiffies the lower leverage which should help them stay up higher - and they should goose the divi if even just to get a bump and then crack an offering.
im not pimping it
2 others have 10k each and when it goes listed we will get 30k and then add to it if the others stay up
and there are 2 other reasons which i wont disclose
but its goinig up
get 500 shares and get the pop
dont worry about the duration via no maturity date
its a fix/float
that will help
but even if it doesnt it will pay
others at 28.40 and 29.44 tjhat spread will narrow to .25 and they will ex soon 29 28 and 29 roughly right now
it will start to drift up and early april you will see a big pop
so get some
2 pts coming
50, 55, 60, 65, 70 etc cents
can debate if will earn 50 or 75 but rather take that with a stable book then the whipsaw in book action
that's called hedging versus saying they were hedged up before - which realy meant they were levered up.
25.50 IF YOU ARE ON RETAIL AND CAN GET IT OTC
ITS A PREF
IF CHSCO AND CHSCP BOTH STAY NEAR 28 TO 29 THEN CHSPP IS WORTH 27 TO 27.50
SO GOBBLE UP 600 SHARES OR 6K WHATEVER AND MAKE 2 PTS.
I CANT BUY OTC VIA RETAIL ACCTS LIKE SCHWAB BUT ONCE ITS LISTED I CAN AND IF STILL DOWN THERE I WILL BUY 6K
OTHERS BUYING ON THEIR RETAIL ACCTS BUT I DONT HAVE ONE
Actually spot on if you think about it
agnc and mtge roared
plot wmc after ex it sat at 14.75 and did nothing 14.60to 15 over and over while mtge and agnc went up 8 to 12 percent
then wmc took off
now book should be down big but they went to -1 and more non agency adn lowered leverage while management told everyone they would be long mbs and gave no indication they would make such bigggggggg changes.
i think the lower earnings seems like a maybe - sure lower leverage but in assets that yield much more
and they can goose it if they have undistributed like mitt can do for 3 to 4 years.
now really you cant even compare cys to wmc as wmc has changed who they are but again led investors to believe they werent changing on the conference call after q3 results.
so even longs arent correct because wmc isnt the same wmc in just the past quarter they have become more of a mitt and will more of a mitt and nymt like as they pushed 50% into non agency
soon you might see the nonagency realm really beef up as bdcs are losing their index status and a wise manager in the mreit space would see that and simply open up a new hybrid that is really a bdc in disguse.
Well lowered leverage and went to more non agency so negative duration wont hurt as much especially with mbs on the slide - only up about 1 pt since last quarter now with the recent hit down.
and they talked about upping it and lowering it as rates range up and down so that can help alleviate it
but gotta suspect and i said it before all of these are slowly morphing to non agency - even nly is 14% commercial now so they are a hybrid in a sense too.
plus they committed 50% to non agency and so that will help them morph more quickly just as you are seeing in amtg and mitt.
should see rates be better then mitt and amtg as they delay dropping it if they are smart to allow it to roll over slowly in case they dont earn as much.
do they have any undistributed money like mitt to help keep the divi intact? and what about like mitt - are they able to earn any fee money - mitt had a big exit fee last quarter that helped their core??
i added 2 to 3k on the dip and flipped it around
hopefully a divi that is close and that will facilitate a divi pop and get the longs some profits
then its time to go short i think.
Well i figure all of them should give a book est monthly like efc
would only help stabilize and add information
i would agree with him if their spreads went to 400 basis pts and their leverage was up at 9
but being delusional might work too
the stocks havent been above their book to make it accretive
wmc is up there adn they could easily find 200 to 300mil
so wmc falls and it found magic parity at 15.90 but examine the trading the offer has a litlte but 9 of every trade are on dark pool
and he can prit his way to getting long if needed.
just typical stupid fraud market.
hey im down 4% and ill just trade real stupid like
yeah tcpc is comical so they beat nicely and i had 300 oming in and loaded up at evens just got out at .27 there i want to hold but oh well im out
im short just one name and small trying to find dips in the good ones that beat and have divi soon
else shorting the sector on bounces