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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: insider buys end December 
Thanks! that clarifies "direct".
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Anworth Mortgage Asset Corporation
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ronwei |
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24-Jan-10 10:22 am |
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| 2. |
Re: Confused about the current strategy of this fund..
He's fully hedged meaning long positions are completely
balanced by index puts. Daily changes depend on the
difference between the two. When market...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds H >
Hussman Strategic Growth
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ronwei |
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22-Jan-10 04:34 pm |
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| 3. |
insider buys end December
Anybody notice CEO bought over 100K "direct"
- what does that mean?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Anworth Mortgage Asset Corporation
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ronwei |
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22-Jan-10 04:28 pm |
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| 4. |
Re: Re:offering
Looks like they're going to run the whole 8.5 mil
today and at a slight premium to ask. I wonder where
this will trade as the shares are digested in weeks
ahead; I suspect it will...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GOVERNMENT PROPERTIE
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ronwei |
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15-Jan-10 12:49 pm |
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| 5. |
Re: Re:offering
They must see lot's of interest (demand) to be
expanding this offering twice now. That's good.
I don't know what the book value on GOV is, but
suspect this will be accretive. The prospectus on
this...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GOVERNMENT PROPERTIE
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ronwei |
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15-Jan-10 12:48 am |
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| 6. |
Re: New Shares
The updated filing 1/11 has list of acquired and pending
properties - interesting - pending is 72 mil, 100
...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GOVERNMENT PROPERTIE
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ronwei |
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12-Jan-10 02:59 pm |
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| 7. |
Re: Increased Dist.
My guess is this is first of series of increases.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
ALPINE GBL PRMR PROP (AWP)
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ronwei |
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12-Jan-10 02:50 pm |
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| 8. |
Re: New Shares
Apparently they increased the offering by about 10%
up above 7 mil. Selling off now, but that they feel
they can sell more seems like a good sign, i.e. there's
demand.
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GOVERNMENT PROPERTIE
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ronwei |
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12-Jan-10 11:19 am |
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| 9. |
Re: TCW vs Gundlach
We're not all the way through the conference call,
but I'm satisfied with these guys. Wish Tad wouldn't
say "perhaps" so much; makes him sound unsure.
But, while not as flashy as Gundlach, they sound.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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11-Jan-10 04:46 pm |
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| 10. |
Re: TCW vs Gundlach
Thanks. I'm tempted to add more TSI down here,
especially if there is panic selling on the lawsuit
news; 13% discount is tempting. But, these kinds
of...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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10-Jan-10 10:52 am |
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| 11. |
Re: TCW vs Gundlach
Wow, that's some set of alegations. Having listened
to Gundlach in two conference calls, I wouldn't
be surprised if a lot of that is true. While, he came
across as brilliant, I also...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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9-Jan-10 06:07 pm |
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| 12. |
Re: TCW vs Gundlach (4.85 NAV)
$4.85, I meant.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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9-Jan-10 10:37 am |
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| 13. |
Re: TCW vs Gundlach
Thanks for the blog link; this is really getting messy.
Instead of helping they're inflaming with this
lawsuit. The NAV jump to 7.85 and 13% discount ought
to be reassuring...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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9-Jan-10 10:07 am |
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| 14. |
Re: Price/BK Value
Right! Good point.
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Dynex Capital, Inc. (DX)
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ronwei |
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7-Jan-10 07:04 pm |
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| 15. |
Re: Pathetic
I am thinking with all the negative vibes at this fund,
it's time for some gains. Just my intuition. He
has been negative on stock valuations pretty much
since...
Business & Finance > Investments > Mutual Funds (A to Z) > Mutual Funds H >
Hussman Strategic Growth
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ronwei |
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6-Jan-10 05:08 pm |
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| 16. |
Price/BK Value
Looks like DX is joining other mREITs in a premium
to bk value: if bk is in high 8s, the suggestion I've
read is to sell when the premium is 1.2; that's
around 10. But, no urgency to...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Dynex Capital, Inc. (DX)
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ronwei |
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6-Jan-10 01:38 pm |
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| 17. |
New Shares
Any feelings about the new shares? 6 mil+ is almost
a 1/3 increase. I'm not going to like the SP decline
that's sure to happen to absorb the shares; but,
they are in a sweet spot...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GOVERNMENT PROPERTIE
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ronwei |
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1-Jan-10 06:36 pm |
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| 18. |
Re: Insider Buying!
The bought the "rights offering" - would
have looked bad if they hadn't.
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Enterprise Bancorp Inc. (EBTC)
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ronwei |
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28-Dec-09 06:34 pm |
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| 19. |
Re: Intraday SI
where do you get that data?
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chimera Investment Corporation
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ronwei |
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24-Dec-09 01:21 pm |
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| 20. |
Conf Call
Well, these two guys from MetWest don't add up
to one Jeffery as far as presentation goes. Tad was
trying to give us a taste of his economic depth in
his "history of the crisis" but I...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TCW Strategic Income Fund, Inc. (TSI)
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ronwei |
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11-Dec-09 01:44 pm |
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