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Old 09-22-2009, 02:09 PM   #361
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Let's hope so.
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. .
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Old 09-22-2009, 02:19 PM   #362
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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.
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Old 09-22-2009, 03:09 PM   #363
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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
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Old 09-22-2009, 04:33 PM   #364
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My son, who was once a tanker driver, told me a couple years ago that the shipping business is cyclical. This too shall pass.
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Old 09-23-2009, 06:38 PM   #365
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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.
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Old 09-23-2009, 06:50 PM   #366
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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.
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Are AGNC & ANH good buy?
Old 10-09-2009, 01:49 PM   #367
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Are AGNC & ANH good buy?

Are AGNC & ANH good buys? Any other high dividend paying stocks?
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Old 11-06-2009, 05:19 PM   #368
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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.
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Old 11-12-2009, 05:31 PM   #369
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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.
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Old 11-12-2009, 10:18 PM   #370
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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.
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.
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Old 11-17-2009, 07:17 AM   #371
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Good day yesterday.

Dry Bulk Winners: Genco, Eagle Bulk | Transportation | Financial Articles & Investing News | TheStreet.com
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Old 11-17-2009, 11:13 AM   #372
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Another 5 bucks up on NM and I'm even, can you imagine!
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Old 11-17-2009, 11:24 AM   #373
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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.
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Old 11-17-2009, 11:40 AM   #374
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Posting this pretty much guarantees you'll never get there. Better sell now.
I'm going down with the ship.
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Old 11-17-2009, 11:44 AM   #375
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I'm going down with the ship.
Aren't you the same guy that soiled his shorts last year and swore off equities?
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Old 11-17-2009, 12:16 PM   #376
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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.
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Old 11-17-2009, 12:30 PM   #377
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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.
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Old 11-17-2009, 02:53 PM   #378
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REW, you should have made enough money back this year to get a new pair of shorts and you'll smell better too.
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Old 11-17-2009, 03:00 PM   #379
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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.
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Old 11-17-2009, 03:56 PM   #380
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I was worried about your DW.
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