|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Re: Impact of Interest Rate Increase on NLY 
I tend to doubt that shares will rise much, since I
tend to agree more with the "irrationality"
points that another poster made. Despite that, I think
that Annaly will still be a strong earner, as I..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
8-Jan-10 11:29 am |
| |
| 2. |
Re: Impact of Interest Rate Increase on NLY
I was only addressing the macro variables. If you want
to talk about how individual actors respond, then
you also need to think about what Annaly will do to
leverage soon after interest...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
8-Jan-10 11:22 am |
| |
| 3. |
Re: Impact of Interest Rate Increase on NLY
Actually, if rates increase and spreads stay the same,
then Annaly actually makes slightly more money. It's
just how the math works out. Start with equity of
$1B (to keep the math simple). Borrow $6B at...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
6-Jan-10 09:07 pm |
| |
| 4. |
Denny wants to cut Freddie and Fannie loose
I am doubtful that he'll get anywhere, but it's
worth keeping an eye on: http://www.cnbc.com/id/34711891
In addition to Denny's actions, here's an
interesting paragraph that I didn't expect: &
quot;The...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
5-Jan-10 11:35 pm |
| |
| 5. |
Re: Cramer on canroys
I've never gotten worked up about the Canadian
tax, precisely because I get to reduce my US tax by
the same amount. It really makes little difference
to me whether this little bit of tax goes to our
Northern...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Penn West Energy Trust (PWE)
|
|
chris12karen |
|
31-Dec-09 11:57 am |
| |
| 6. |
Re: Looks like the Idiots are gone.
Could be. Depends on your trading style. I prefer to
hold for months at a time. Maybe you're better
at a faster approach than I am. But me, I would..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
31-Dec-09 11:50 am |
| |
| 7. |
Re: Looks like the Idiots are gone.
It might be an easy short, but that doesn't make
it a smart short.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
30-Dec-09 03:03 pm |
| |
| 8. |
Re: $3.00 Dividend
And the good times will probably continue to roll for
a while: http://www.cnbc.com/id/34478818
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
18-Dec-09 05:46 pm |
| |
| 9. |
Re: "Guess" Contest Winner: reconstitute09
I'm always amazed at how this crowd does a better
job (collectively) at guessing the div than the analysts
do. It looks like the median guess was either 75 or
76...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
18-Dec-09 05:38 pm |
| |
| 10. |
high interest rates and low inflation will doom us all
Or so says Newsweek. http://www.newsweek.com/id/224694/page/4
Time for another round of "pick holes in Mr.
Expert's argument"!
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
30-Nov-09 09:59 am |
| |
| 11. |
Re: NLY&&39;S Book Value must be going through the roof.
Then it's too bad that they're not more heavily
leveraged.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
24-Nov-09 09:12 pm |
| |
| 12. |
Re: Remember the Strange End of Day Trading
Actually, it wasn't just IYR, SRS, and the ilk.
It was just about any 2x or 3x ETF. For a few months
early this year, I made several thousand dollars a
week just playing these...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
20-Nov-09 10:22 am |
| |
| 13. |
forget the div
... who can call the peak price between now and Dec
31? To get the ball rolling, I'll say $18.42
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
19-Nov-09 12:49 am |
| |
| 14. |
ok, I am persuaded
I had been skeptical of the mother-of-all-carry-trade
meme circulating this week--mostly because Roubini
strikes me as a permabear, and I always want a second
opinion backed by...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
6-Nov-09 07:22 pm |
| |
| 15. |
Re: Simplistic but it is the best I can do..
Thank you for sharing your analysis. It's thou
ght-provoking.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
6-Nov-09 10:11 am |
| |
| 16. |
Re: Listen to what Rick Santelli said about Agency Paper.
Are you just talking about agency debt, or also about
MBSs? If there's a shortage of agency-backed MBSs,
then I wonder what Annaly will be buying.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
5-Nov-09 10:14 am |
| |
| 17. |
Re: ING to separate banking and insurance operations
Is this separation process going to imperil ISG? Specifically,
if ING splits into several components, will one of
those components be responsible for paying...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
ING GROUP PERP SECS
|
|
chris12karen |
|
4-Nov-09 11:57 am |
| |
| 18. |
Re: Listen to the CIM Conference Call
I didn't realize that CIM was actually creating
new securities. Is that what you're saying, or
am I misunderstanding?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
4-Nov-09 11:36 am |
| |
| 19. |
Re: Question for the knowledgable
It's probably worth noting (for the benefit of
income investors) that the barbell strategy is not
a complete hedge. NLY's dividend yield still drops
at the healthy end of the business cycle. Nonethe
less...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
2-Nov-09 11:06 pm |
| |
| 20. |
Re: JPM on NLY&&39;s earnings
And they would be right.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Annaly Capital Management, Inc.
|
|
chris12karen |
|
30-Oct-09 01:09 pm |
| |
