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j*****7
发帖数: 4348 | 2 1) interest risk
2) liquidity risk
under cunrrent circumstance, I worry about neither. |
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k**o
发帖数: 15334 | 3 buy AGNC instead. I got AGNC a year ago, received great dividend plus the
stock went up a lot. AGNC is currently consistently paying THE highest dividend yield of all companies in the stock market. |
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s*****r
发帖数: 1745 | 5 Got in below 14 and have been holding ever since, a nice cash cow. |
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s*****r
发帖数: 1745 | 6 why make a fuss over that? maybe just some institutions balance their
portfolio. The idea of easy money being over soon is not new.
go NLY! |
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s*****r
发帖数: 1745 | 7 For cash cow like AGNC, if you did your home work and have faith that it
will not do haircut on the dividend, the best way is keep on adding on its
dip with all the dividend you receive. One thing is AGNC does not have a
long history for you to track.
I have held NLY for several years, and I kept on adding every time it dipped
and I am very satisfied for the time being. |
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v*****k
发帖数: 7798 | 8 mREIT(nly agnc)很好很强大，看样子一年之内不会有问题。 |
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w***n
发帖数: 1519 | 9 nly 是挺牛的，不过一直不敢进啊，总觉得reit 的分红不稳定。加上jim cramer 又在
节目里吹过这个股，就更不敢碰了。 |
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s*****r
发帖数: 1745 | 10 lol, sometimes when I hesitate to make a sell or buy decision, I do write "
buy" and "sell" on two piece of paper and let my dog pick, I am his master
anyways and I trust him make the best of choices for me no matter what.
NLY just announced new offerings this afternoon and my dog picked to buy the
dip tomorrow, I will certainly do that. |
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v*****k
发帖数: 7798 | 11 债市不稳，大家都在抛售morgage 债券。等到debt风波过去会涨回来的。只要不加息/
利率不升，基本面就没变化(我说的是AGNC NLY等mREIT)。 |
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k********8
发帖数: 7948 | 12 IVR
NLY
AGNC
旱涝保收，现在又在低位
图个省心
hiahia |
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k********8
发帖数: 7948 | 13 我也搞不清
反正我的都在IVR里面
改天我在弄点NLY
好了 |
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v*****k
发帖数: 7798 | 15 如果债务管理得好当然没问题。NLY应该是最保险的 |
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k********8
发帖数: 7948 | 16 AMZN
PCLN
NFLX
CMG
这些似乎都不错啊
还有IVR AGNC NLY这些我都会考虑
呵呵
太爽了
再接着跌吧！！ |
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v*****k
发帖数: 7798 | 17 我看了这么多天，劝你还是别上ivr了。agnc和nly的表现好很多 |
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v*****k
发帖数: 7798 | 18 其实拿着也没啥关系。再加就加NLY吧。cramer推荐的至少FA上应该没大问题。 |
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k********8
发帖数: 7948 | 19 NLY IVR等看来都是好股票
利率狂跌，看来这几个作reit得又可以refi赚一大票了？ |
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v*****k
发帖数: 7798 | 21 把非跳出来护盘还是有效果。我觉得TRH这种本来应该跌的更惨。HIG一开始跌的也不多
。倒是mREIT出乎意料的强 （AGNC nly）。未眠股神看看怎么回事？按理说大家应该抛
售高风险的morgage security的 |
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k********8
发帖数: 7948 | 22 how about high yield dividend stocks such as ivr nly agnc etc?
MCD also very good |
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t*******y
发帖数: 21396 | 23 你去买一个叫NLY的股票，每年分红差不多就15% |
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n******r
发帖数: 869 | 24 上次看到板上有人推荐这个，为了年分红15%左右的帖子。我投资不想花太多时间，目
标就是比存银行好就行。这要真能投，放个6-7年也能出本啊。我愿意。但不知risk是
什么？
我实在不懂太多炒股，只能搭大盘上涨的顺风车，但一脚踩空，可全亏了，所以想找点
分红多的。401k mutual fund 从来没赚过。 |
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o****d
发帖数: 2835 | 25 银行利率是一个因素
不过前段时间说了2013年之前会保持目前的几乎零利率
所以至少这个在短期内不用太担心
其他的因素看版上朋友有什么高见
我想如果你担心的话也可以稍微分散投资
其他比较稳健的比如utility的股票 每年也有高于5%的分红
再者就是那些蓝筹股 包括XOM MCD MSFT T等 走势稳健也有一定的分红 |
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R******n
发帖数: 687 | 26 These mortgage reits (AGNC, NLY) make money on yield spread between short-
term borrowing and mortgage interests.The risks are:
1. Change in yield spread. Theoretically, operation Twist is bad for them.
However, as Fed also promised to keep short-term interest low, and the fact
that people can't really refinance, the spread they enjoy won't change too
much.
2. Quality of mortgage. If there's any concern to their GSE backed mortgage,
they'll fall.
3. Short-term liquidity. They are highly leverage... 阅读全帖 |
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c********r
发帖数: 128 | 27 CM $67.01 633,700 Money Center Banks
FSLR $57.78 6,148,800 Semiconductor Specialized
BMO $53.85 1,851,300 Money Center Banks
BNS $47.48 1,340,700 Money Center Banks
SQM $45.86 1,421,100 Chemicals Major Diversified
RIG $45.06 10,279,600 Oil Gas Drilling Exploration
OPEN $43.24 2,319,300 Business Services
WRC $41.93 3,087,400 Textile Apparel Clothing
EOC $40.60 182,800 Foreign Utilities
EMN $35.80 3,661,600 C... 阅读全帖 |
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t**e
发帖数: 2379 | 28 en, NLY is so weak, out of range. |
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c**y
发帖数: 419 | 29 好久没发新的美股文章了, 因为我的博客不是每日股市报道, 而是方法研究,方法不是
每天都有新的. 所以你只要放上我的跟踪止损指标自己看各个市场就行了. 比如下图是
sp500 mini futures (用FXCM.co.uk网站上的免费MT4软件看) 2011年9月到2012年1月5
日的4小时K线图, 和2%的跟踪止损(附图).可见跟踪止损是多么有效.
中国的上证指数就更不用说了,一直维持在2%的跟踪止损下面,根本没行情,不用去看.
2011年市场之所以波动剧烈,不谈欧债危机这些news层面上的东西, 从技术分析层面上
说, 则是以sp500指数(用spy,rsp都可以)为代表的市场,经历了2009-2010年,又回到了
2008年暴跌前的1400多点. 所以是个经典的double top, 当年在2008年顶上被套住的人
,这么快就迎来了解套, 能不逃么.
2012年美股关注的热点:
1)指数基金: spy(标准普尔500,市场的总体方向), qqq(纳斯达克的科技股依然是增长
的动力), dia(道琼斯指数含有大量的抗跌的公司,比如IBM,麦当劳等等). 2011年下半
年,q... 阅读全帖 |
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c*********p
发帖数: 3217 | 30 最后这段话很吸引人啊....大家讨论下?
-----------::
EMB, PGF, LQD, JNK, HYG, PHB(
垃圾债券指数基金,每月的年化利息都在8%的,不过要征收10~15%的dividend tax,所以
可以在分红的前一天卖出,分红后立即买回来,就可以逃过tax,把income gain转化成对
non-US美国以外投资者免税的capital gain了). NLY, AGNC(房地产信托,每季付息,20%
yield), 另外就是PIMCO基金公司的PHK, PTY债券基金,不过2011年受债券市场的影响,
价格波动比较大, 但是分红稳定. |
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B*******n
发帖数: 20645 | 31 Largest NYSE Short Interest Positions as of Feb. 15
Ticker Avg. Daily
Symbol Company Feb. 15 Jan. 31 Volume
=============================================================================
SPY SPDR S&P 500 ETF 313,917,094 289,628,960 146,913,689
NOK NOKIA CORP-ADR 215,707,954 195,140,945 25,880,627
IWM ISHARES-RUS 2000 208,862,217 197,574,989... 阅读全帖 |
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b******e
发帖数: 119 | 32 现在进AGNC好吗? 好像说是如果利息涨了, 对AGNC, NLY之类的不利.
分红也不是免费的吧. 拿到红利的时候股价就跌了呀.
401k 可以买AGNC吗? 我的是只能买 mutual fund. |
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d*****d
发帖数: 10658 | 33 Dividend股票是不是就是NLY,ERF之类的? |
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c**y
发帖数: 419 | 34 VNQ
SPG
BXP
DLR
EQR
AGNC
NLY
TLT
EMB
HYG
JNK
PCY
PGF
PHB
PHK
PTY |
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p***e
发帖数: 1257 | 35 例如nly, agnc，dividend都很高，股价变化不大，最大的风险在哪里？谢谢 |
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T*C
发帖数: 5492 | 39 亏废了，35进的agnc避险，结果大盘暴涨，agnc暴跌 |
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Y******u
发帖数: 1090 | 43 老兄，应该把这个事情先弄明白再买它家的股票吧？ |
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T*C
发帖数: 5492 | 46 哦，我看了AGNC的Q2 ER，利率变化应该对他们影响不大
"Given the decline in interest rates, we opportunistically increased the
size of our hedge portfolio relative to our liabilities by adding longer
term pay fixed swaps. In total, our hedge portfolio provides substantial
book value protection in a rising rate scenario," commented Peter Federico,
Senior Vice President and Chief Risk Officer.
老兄，应该把这个事情先弄明白再买它家的股票吧？ |
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E**O
发帖数: 1980 | 47 我28进的，吃了几年dividend了，不过好像派息越来越低，从以前的1.5变成1.25了。
真要涨利息的话，要考虑要不要ｈｏｌｄ了。 |
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H******e
发帖数: 4682 | 49 Why you prefer NCT than NLY? |
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s*****r
发帖数: 1745 | 50 take a look at my beloved NLY, same shit happens every once in a while.
always have ur fishing order ambushed, a little extra bread money,
guaranteed. |
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