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Re: IF LEVERAGE NOT DESIRABLE      4-Nov-09 04:45 pm    
NEXT LOWEST NEAR 5.0
MFA 3.4

THE OTHERS LIKE 6 OR SO.

BIGGEST QUESTION IS - IF LEVERAGE WAS WRONG, AGNC AT 7.1 AND JUST ADDED HUGE OFFERING, THEY WOULD GET DESTROYED - THEY DIDNT.

I THINK LEVERAGE IS STILL GOOD.

ELSE HTS, CMO WOULD HAVE FALLEN EASILY TO BOOK AND THEN BELOW.

NOT EVEN CLOSE.

MY BET IS LEVERAGE STILL DESIRABLE - FEW MORE QUARTERS TO GO WITH PROFITS.

I LIKE CMO LONG HTS SHORT.

I LIKE ANH LONG MFA SHORT (BUT I HAVE SOME MFA LONG FOR OUTRIGHT SNAP UP AND THEN COVER AND RESELL.
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  Subject Author Rating Time of Post (ET)  
 
IF LEVERAGE NOT DESIRABLE
THEN ANH SHOULD BE FINE AS IT DOESNT HAVE A TON EITHER....
reikreik Rate it 4-Nov-09 12:16 pm  
 
Re: IF LEVERAGE NOT DESIRABLE
what's anh's levered amount. Do you even know?
buster0391 (1 Rating) 4-Nov-09 03:08 pm  
 
Re: IF LEVERAGE NOT DESIRABLE
reikreik Not rated 4-Nov-09 04:45 pm  
 
Re: IF LEVERAGE NOT DESIRABLE
You are comparing apples and oranges. T...
pet726262 Rate it 8-Nov-09 11:33 pm  
 
Re: IF LEVERAGE NOT DESIRABLE
NO I SAW THAT - AND YES I AGREE, NO...
reikreik Rate it 9-Nov-09 11:54 am  
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MFA Financial, Inc. (MFA)

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