 |
|
09-22-2009, 02:09 PM
|
#361
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2003
Location: north of Kansas City
Posts: 6,188
|
Saint's are winning - so far. Then again along with EGLE, I have C, UBS, BAC, DOW - hope springs eternal.
  . Still holding Con Ed and still believe the Pat's are a good football team in spite of the er ahem recent game.
The Norwegian widow is having a rough year.
heh heh heh - good thing my retirement is full auto with Target Retirement. But one must do a little something to keep those hormones happy.   .
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
09-22-2009, 02:19 PM
|
#362
|
|
Dryer sheet wannabe
Join Date: Sep 2009
Posts: 15
|
since I am a dividend hound, bought a bunch more Annally Mortgage (NLY) today. Last night they announced their biggest dividend yet of 69 cents (12.9% yld.), payable end of Oct. Figure that some of you folks who like(d) tanker stocks might be interested in this. Do your own DD. It's in a controversial business but I'm perfectly comfortable with it given the interest rates and slope of the yield curve.
|
|
|
|
|
09-22-2009, 03:09 PM
|
#363
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2003
Location: Hooverville
Posts: 10,800
|
 Quote:
Originally Posted by chasinva69
since I am a dividend hound, bought a bunch more Annally Mortgage (NLY) today. Last night they announced their biggest dividend yet of 69 cents (12.9% yld.), payable end of Oct. Figure that some of you folks who like(d) tanker stocks might be interested in this. Do your own DD. It's in a controversial business but I'm perfectly comfortable with it given the interest rates and slope of the yield curve.
|
In another thread people are discussing what they learned in the recent contretemps. IMO, for the most part it is not possible to learn procedures from things like this, just as is it not possible to learn how to fight the next war by adjusting to avoid all the things that screwed you up in the last.
But I think one fairly stable thing that can be gleaned from the recent difficulty is that it is very hard to think of all the ways that financial companies can bite your a$$.
Ha
__________________
Above all, humans are political animals.
Nota bene: I am either a moron or an idiot. So don't pay any attention to anything I say or you are one too. Please consult your financial advisor, astrologer or proctologist for whatever it may be that you are seeking.
|
|
|
|
|
09-22-2009, 04:33 PM
|
#364
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2004
Posts: 3,145
|
My son, who was once a tanker driver, told me a couple years ago that the shipping business is cyclical. This too shall pass.
__________________
Duck bjorn.
|
|
|
|
|
09-23-2009, 06:38 PM
|
#365
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2003
Posts: 9,990
|
Quote:
Originally Posted by chasinva69
since I am a dividend hound, bought a bunch more Annally Mortgage (NLY) today. Last night they announced their biggest dividend yet of 69 cents (12.9% yld.), payable end of Oct. Figure that some of you folks who like(d) tanker stocks might be interested in this. Do your own DD. It's in a controversial business but I'm perfectly comfortable with it given the interest rates and slope of the yield curve.
|
I have owned a security issued by ANH (very similar to NLY) for a while. You should be well aware that these things are all about interest rate risk. They will print money as long as the yield curve stays steep and does not rise much in general. If the reverse happens, it is not a great time for them. So you will need to think about and carefully time your exit. And unless you know a lot about cuspy coupon mortgage backed securities in a leveraged portfolio, there are people trading these things that know way more than you or I about how these things work. Word to the wise.
__________________
"And Jesus spake, 'Become thou now fishers of adjustable rate mortgages'" - New Conservative Bible
|
|
|
|
|
09-23-2009, 06:50 PM
|
#366
|
|
Dryer sheet wannabe
Join Date: Sep 2009
Posts: 15
|
Quote:
Originally Posted by brewer12345
I have owned a security issued by ANH (very similar to NLY) for a while. You should be well aware that these things are all about interest rate risk. They will print money as long as the yield curve stays steep and does not rise much in general. If the reverse happens, it is not a great time for them. So you will need to think about and carefully time your exit. And unless you know a lot about cuspy coupon mortgage backed securities in a leveraged portfolio, there are people trading these things that know way more than you or I about how these things work. Word to the wise.
|
I own ANH also, and NLY since 15. And AGNC since 25. And yeah, I do know quite a bit about how these things work. Certainly agree, though, that you have to be ready to exit if the cost of money starts rising.
|
|
|
|
|
10-09-2009, 01:49 PM
|
#367
|
|
Dryer sheet aficionado
Join Date: Nov 2008
Posts: 34
|
Are AGNC & ANH good buys? Any other high dividend paying stocks?
|
|
|
|
|
11-06-2009, 05:19 PM
|
#368
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2004
Location: Carolina Beach
Posts: 1,588
|
Quote:
Originally Posted by rsingh6675
Are AGNC & ANH good buys? Any other high dividend paying stocks?
|
I've owned ANH_B for years at about $23 per share. I've DCA'ed a bit over the years. Brewer got me interested in it way back when. I've enjoyed the 6.25% ever since. Yes, I'd buy it now.
__________________
In a panamax down by the river.
|
|
|
|
|
11-12-2009, 05:31 PM
|
#369
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2004
Posts: 3,145
|
Did any of you catch this article in the New York Times:
http://www.nytimes.com/2009/11/12/bu...html?th&emc=th
Container shipping operations are in BIG trouble, and so are their lenders.
__________________
Duck bjorn.
|
|
|
|
|
11-12-2009, 10:18 PM
|
#370
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2003
Posts: 9,990
|
Quote:
Originally Posted by Brat
|
Old news for those of us who follow the industry. Yup, there will be containership owner bankruptcies and the bank will get nailed.
Meanwhile, dry bulk day rates are poppin' fresh again. Those bottom fishing deals Ms. Frangou did earlier this year are loking even better.
__________________
"And Jesus spake, 'Become thou now fishers of adjustable rate mortgages'" - New Conservative Bible
|
|
|
|
|
11-17-2009, 07:17 AM
|
#371
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2005
Location: Mississippi
Posts: 4,255
|
__________________
Full time wuss............
|
|
|
|
|
11-17-2009, 11:13 AM
|
#372
|
|
Thinks s/he gets paid by the post
Join Date: Oct 2004
Posts: 2,143
|
Another 5 bucks up on NM and I'm even, can you imagine!
|
|
|
|
11-17-2009, 11:24 AM
|
#373
|
|
Administrator
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 16,468
|
Quote:
Originally Posted by 73ss454
Another 5 bucks up on NM and I'm even, can you imagine!
|
Posting this pretty much guarantees you'll never get there. Better sell now. 
__________________
Numbers is hard...
|
|
|
|
|
11-17-2009, 11:40 AM
|
#374
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2005
Location: Mississippi
Posts: 4,255
|
I'm going down with the ship. 
__________________
Full time wuss............
|
|
|
|
|
11-17-2009, 11:44 AM
|
#375
|
|
Administrator
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 16,468
|
Aren't you the same guy that soiled his shorts last year and swore off equities? 
__________________
Numbers is hard...
|
|
|
|
|
11-17-2009, 12:16 PM
|
#376
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2005
Location: Mississippi
Posts: 4,255
|
Quote:
Originally Posted by REWahoo
Aren't you the same guy that soiled his shorts last year and swore off equities? |
I have lived up to what I said I would do, trim way back. I'm down to 20% in equities. Cut most when the Dow was around 9,600. To soon, but that's the way it goes. I'll never get above 25% again. 
__________________
Full time wuss............
|
|
|
|
|
11-17-2009, 12:30 PM
|
#377
|
|
Administrator
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 16,468
|
Quote:
Originally Posted by Dawg52
I have lived up to what I said I would do, trim way back. I'm down to 20% in equities.
|
Gotcha.
BTW, if you leave out the "swore off equities" part, my statement above also applies to me.
__________________
Numbers is hard...
|
|
|
|
|
11-17-2009, 02:53 PM
|
#378
|
|
Thinks s/he gets paid by the post
Join Date: Oct 2004
Posts: 2,143
|
REW, you should have made enough money back this year to get a new pair of shorts and you'll smell better too.
|
|
|
|
|
11-17-2009, 03:00 PM
|
#379
|
|
Administrator
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 16,468
|
Quote:
Originally Posted by 73ss454
REW, you should have made enough money back this year to get a new pair of shorts and you'll smell better too.
|
Thankfully I didn't lose the Maytag washer since I couldn't afford new shorts for several months. And it wasn't my sense of smell that was damaged, it was my portfolio.
__________________
Numbers is hard...
|
|
|
|
|
11-17-2009, 03:56 PM
|
#380
|
|
Thinks s/he gets paid by the post
Join Date: Oct 2004
Posts: 2,143
|
I was worried about your DW.
|
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
| Thread Tools |
Search this Thread |
|
|
|
| Display Modes |
 Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
