jonkai3

Article Comment

jonkai3 commented on an article. 5:11 PM

mREITS: Regulators Finally Wake Up to This Dividend Bubble

and do us a favor and put up a "total return" chart since NLY's birth, rather than AGNC's birth... so you can see how misleading that chart you put up is.

or better yet, put up a chart since

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Article Comment

jonkai3 commented on an article. 5:01 PM

mREITS: Regulators Finally Wake Up to This Dividend Bubble

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Their financial statements are incomprehensible to mere humans, amd NLY, for instance, distributes dividends based on their own internally defined financial metrics

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Article Comment

jonkai3 commented on an article. 11:31 AM

Can Apple Stay Above $400?

that is like asking if $154 Billion in cash will stay at $154 Billion...

if it doesn't ... please let me in on the deal...

by fall Apple will have $175 Billion in cash/equivalents AFTER

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Article Comment

jonkai3 commented on an article. 3:30 PM

Why Apple Is Losing Profits in China

uh, the problem with your argument, is those Chinese need to Buy iPhone's for that nice hack, and Apple give's it's software away for free... it makes it's money on Hardware, any bells and whistles going off there?

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Article Comment

jonkai3 commented on an article. 1:47 AM

Annaly Capital: There's More to Its Management Proposal Than Meets the Eye

The Market tells you volumes more than a blogger from MF. If John someday either went long shares, or shorted shares, he would come to grips with what really is going on here, rather than being a blogger who has no idea of what he

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Article Comment

jonkai3 commented on an article. 10:16 AM

3 Reasons to Sell Annaly Capital

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Compared to other agency players, like American Capital Agency (NASDAQ: AGNC ) , which has paid out its juicy $1.25 dividend for the past five quarters

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Article Comment

jonkai3 commented on an article. 9:59 AM

3 Reasons to Sell Annaly Capital

<<<Regardless of the direction of mortgage rates over the last couple months, NLY's quarterly dividends are declining>>>>

somebody hasn't seen NLY's recent dividend announcement then?

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Article Comment

jonkai3 commented on an article. 10:45 AM

3 Reasons to Sell Annaly Capital

it's as if you discovered NLY about a week ago?

NLY's price hasn't been going up for a week, it has been going up since last quarter.. when mortgage rates bottomed and have since been going up for 4

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Article Comment

jonkai3 commented on an article. 12:26 PM

How Annaly Is Obfuscating Facts to the Detriment of Shareholders

also if you want to know if the move is good for shareholders or not,

the market will tell you in the price of the shares... see what the market treats those shares like since March 18th at 6:00am when the

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Article Comment

jonkai3 commented on an article. 6:59 PM

Can Investors Trust Annaly and Chimera?

as usual the rich get richer while these writers get poorer....

If John had turned out any more wrong about NLY and CIM than what he did predict, he would have to turn around backwards to straighten his

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Article Comment

jonkai3 commented on an article. 6:51 PM

How Annaly Is Obfuscating Facts to the Detriment of Shareholders

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the true reason appears a little less noble. As an analyst explained to Bloomberg News, "the motivation for the change was probably that it means the pay of individual executives will no

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Article Comment

jonkai3 commented on an article. 6:39 PM

How Annaly Is Obfuscating Facts to the Detriment of Shareholders

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This is comical, if not verging on dishonest. At Annaly, as at many other financial companies, base salary is a relatively negligible portion of overall compensation

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Article Comment

jonkai3 commented on an article. 11:58 PM

Chimera Finally Breaks Its Silence

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MBSes should be treated for accounting purposes. Bear with me for a bit, and you'll see what I mean

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large investors bought large

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Article Comment

jonkai3 commented on an article. 3:56 PM

Annaly Capital: 1 Big Risk We Are Facing Right Now

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And that's not the worst of it. Management notes that elimination of Fannie and Freddie -- or even substantial changes to those enterprises -- just might also eliminate the government

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Article Comment

jonkai3 commented on an article. 4:35 PM

Don’t Fret Over the American Capital Agency Stock Offering

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American Capital Agency, on the other hand, has more than 340 million outstanding shares, so the offering won't shock the system like the Commonwealth secondary would.

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jonkai3 commented on an article. 11:15 AM

American Capital Agency: Yes, This Is Concerning

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#1. The sale was above the then market value of their portfolio, NAV last reported as of 12/31 was near 31.70

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by the way the sell was at

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Article Comment

jonkai3 commented on an article. 9:37 AM

American Capital Agency: Yes, This Is Concerning

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#1. The sale was above the then market value of their portfolio, NAV last reported as of 12/31 was near 31.70

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in a way you are arguing

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Article Comment

jonkai3 commented on an article. 8:36 AM

Should You Worry About American Capital Agency's Strategy?

uh, ya you should be worried, they just isssued stock at less than what their book value was...

that is a big red flag, and they believe that their book value will be even worse after they issue their next

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Article Comment

jonkai3 commented on an article. 8:33 AM

American Capital Agency Prices Stock Issue

uh, ya you should be worried, they just isssued stock at less than what their book value was...

that is a big red flag, and they believe that their book value will be even worse after they issue their next

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Article Comment

jonkai3 commented on an article. 11:27 AM

American Capital Agency's CEO Is Buying. Should You?

heck with quarterly or monthly, to compare without the actual yield per share is absurd... but even worse, what the author should do is decide what this year's yield will be by studying which companies are actually making enough in

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