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1.  Re: Bond Insurer discussion 
Nice article -- thanks for posting.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Assured Guaranty Ltd. (AGO)
  buysvalueact   31-Dec-09 09:06 am
 
2.  Re: anyone selling? 
Just curious - how do you get $27 ?
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Immucor, Inc. (BLUD)
  buysvalueact   29-Dec-09 12:33 pm
 
3.  Re: When is the best time to buy more 
I am not a market timer but... There are three significant events that will come up probably at the end of Q1 but could slide into Q2. Q1 earnings Fed meeting Q1 ex dividen date...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   27-Dec-09 06:50 am
 
4.  Re: Doug Kass on 2010 - essential read 
GS going private is probably a pretty good call, and one that I had not thought of.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Chesapeake Energy Corporation
  buysvalueact   23-Dec-09 07:38 pm
 
5.  Re: Chimera boosts divi to 17c 
i have bashed the hell out of CIM before, but they have turned the corner and I am glad. They have finally gotten their arms around their business model and are finally...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   22-Dec-09 07:28 pm
 
6.  Re: What is really going on, part II 
"Issues that affect NLY’s performance in 2005/6/7 versus what we are likely to see in 2010/11." Very different environments for Fed policy with particular emphasis on CPR. I dont think they are...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   19-Dec-09 02:19 pm
 
7.  Re: What is really going on, part II 
"So, what is going on today? Why did the stk not experience a reasonable increase in price? " The market had the $.75 cent dividend priced into the stock price already. The broad consensus on t his...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   19-Dec-09 02:09 pm
 
8.  Re: What&&39;s Up With Cramer 
I remember that old Rockwell plant in Newark Ohio. All I really remember was that the air from the shop floor was vented into the engineering area and it smelled like WD 40 all day long. I...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   18-Dec-09 10:05 pm
 
9.  Re: Oh F&$%^k 
He should just admit that income investing is not his bit and move on.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   18-Dec-09 12:55 pm
 
10.  Re: Oh F&$%^k 
Lets time he liked it it was a top...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   18-Dec-09 12:32 pm
 
11.  IVR Payout 
That was an attention grabber... Anybody track this name? It will be interesting how Q1 calls for IVR compare with others from the recent generation of non agency targeted MBS REITs...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   18-Dec-09 08:55 am
 
12.  Oh F&$%^k 
Cramer was bullish on NLY. Enough said.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   18-Dec-09 07:39 am
 
13.  Re: The Official Guess-The-Dividend Thread (4Q) 
While the sample size is poor, the sample size of this poll is bigger than the sample sizes used in the first call analyst estimates. So we have a mean of $.73 and a standard dev...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   15-Dec-09 04:29 am
 
14.  Re: question 
So far my experience investing along side ValueAct Capital is that they are very good at picking companies with these kind of outstanding issues...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Immucor, Inc. (BLUD)
  buysvalueact   13-Dec-09 08:00 pm
 
15.  Re: Attention any knowledgeable NLY option trader 
thanks panera....i just looked it up on the IRS site. I had thought that IRS regs. prohibited all but covered calls.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   12-Dec-09 07:09 pm
 
16.  Re: WSJ Bashing VRX 
There is obviously a hedge fund that is both short and with good access to Dow Jones reporters. None of this is new...
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  Valeant Pharmaceuticals I (VRX)
  buysvalueact   12-Dec-09 04:49 pm
 
17.  Re: Attention any knowledgeable NLY option trader 
Lets say the Jan 2010 17.50s are worth $1.20 which is what I am showing as a bid price here on yahoo. The common closed at $18.71. These calls are...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   11-Dec-09 09:09 pm
 
18.  Re: Note to buysvalueact 
I took the average a few quarters ago. It was within a penny or two as I recall. The standard dev just measures the distribution of the data points. Large standard...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   11-Dec-09 07:32 am
 
19.  Re: The Official Guess-The-Dividend Thread (4Q) 
I am interested in the average number to see how close it comes to the reported result. Do you have a fn problem with that?
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   9-Dec-09 06:15 pm
 
20.  Re: The Official Guess-The-Dividend Thread (4Q) 
Kansas Have you kept and statistics on this thread? It would be interesting to see mean and standard deviation results and comparison to actuals.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Annaly Capital Management, Inc.
  buysvalueact   9-Dec-09 08:46 am
 

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