Back from a nice break with little more than golf clubs, books, food, and beer. Making a few portfolio changes: Zillow - now out of all of it;...
Uh, no. The best thing in the world at the moment for the mREITs would be TLT going down (i.e., long rates moving higher). mREITs are getting...
Wal-Mart breaking out to new highs. Everyone should listen to this investor meeting going on. Company opened 400 store in the last 6 years without...
Sell GDOT early, sell it often. This WMT/AXP deal is a death sentence for the company.
Cutting mREIT exposure by 50% this morning. Don't fight the Fed. Still own some WMC, NLY, NCT (though NCT more a mortgage servicing play)....
Hussman quoting ZH again. :p http://www.hussmanfunds.com/wmc/wmc121001.htm He admits to his indicators essentially having him out of the...
Tilson presentation: "Why Netflix is a better business than Amazon" Attention-whore much? Clearly angling to get re-invited onto fast money....
The Facebook experience is certainly one for the investing textbooks as those long the stock (incl. me at one point) violate nearly every rule of...
Bought more CMO this morning. When ex-divvie yesterday (about 2.5%), but the stock price declined far more than that. Something not adding up, but...
By the way, far more worrying than the silly Citron report was the CEO of the firm appearing on Cramer last night. That's usually a big, fat sell...
Citron giving everybody a chance to get into Z. https://twitter.com/Street_Insider/status/250599606910599168 :cool:
Trade ideas? Like buying JCP because some rich guy thinks it's a good investment? Wonderful. So basically - on a stock that's gone down nearly...
You're deep underwater on JCP (nice job rushing to the board to brag just ahead of a 25% plunge) and ahead a few pennies on FB (I'm long too)....
NCT with a 10% dividend increase - unexpected and awesome :cool: NLY with a 9% cut - expected and priced in; best mgmt in the business Cash...
:p...
NSM up another 7% this morning. Looks like it was initiated as a Buy at Compass Point (along with other specialty servicers like OCN and WAC)....
I call BS. If I recall, you wanted to buy around $38 from the "idiots" who were selling on the news. The stock subsequently fell to $31 over the...
Probably worth another look at the HKD revaluation trade .......
Zillow up 10%. LOL. Nice move exiting half the position at $41. (stabs eyes with long knives).:(
That statement is something else. This may be a bigger deal than QE and QE2.
Separate names with a comma.