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smallpositionsinacas,startingat3.Thereiswaytoolittlefundtodeploywhenyouareinbullmarket.Havingbeenwantedtocatchacastrain,butmisseditsofar.Can\'tgetoffmbiyetwhenmbiisstillsostrongmovingup.
Boughtbigpositionsonfmdtodayat2.31,seeingitsunusualbigvolume.[閱讀全文]
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AnnalyCapitalManagement:
Thecompany’smaintainsaninstructivewebsiteatwww.annaly.com.
MikeFarrellestablishedAnnalyMortgageManagementin1997afteralongcareeronWallStreetasabondtrader.ThenamechangedtoAnnalyCapitalManagementonAugust2,2006.AsaREIT,Annalypassesthroughearningsuntaxedtoitsstockholdersintheformofdividends.NLY’swhollyownedsubsidiary,theFixedIncomesDiscountInvestmentAdvisorCompan...[閱讀全文]
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whileholdingmycorepositions.Ihaveanordertosellthetradingpositionat5.15.Idon'tthinkmbiisattop,farfromit,ifitsurvivesthisfinancialcrisis.
1/12/201010:17 Bought1000MBI@5.01 -5,010.00
1/12/201010:17 Bought1000MBI@5.01 -5,010.00
1/12/201010:17 Bought1000MBI@5.01 -5,010.00
1/12/201010:17 Bought1000MBI@5.01 -5,010.00
1/12/201010:17 Bought1000MBI@5.01 -5,015.00
1/11/201012:37 Sol...[閱讀全文]
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滿倉沉甸甸的都是它啊!多少個不眠之夜啊!值了![閱讀全文]
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link:鋼鐵般的意誌,蝸牛式的耐心,Buffet的投資哲學
MBIup8%sofartodaywithheavyvolumeinadownmarket,socool!
Istillholdallmypositions,evenaddedmoreat4,4.11andtodayat4.33.Socool!MBIissoimportantformyportfolio,讓我歡喜讓我憂。itisveryimportantthatMBIisstrongerthanRDN,thatmeansMBIisnotlivinginRDN'sshadow,thisgivesmemorehope.Mystrategyofwaitingoutthetaxlosssellseasonlooksrightsofar.[閱讀全文]
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epd,16.5->31today\'syield7%(apipelinecompany)
line,13.8->27today\'syield9%(agasandoilcompany)
apl,5.3->9.8(pipeline)
bbep8.5->10.9(gasandoil)
Idonotinvestmuchonthesepositions,sinceIlikeriskyassetsduringuncertaintimeswhenriskispricedincrediblyhigh.Inanormaltime,peoplearehappyandcomplacence,tendtoignorerisk.Itisoppositeduringinafinancialpanic.Qualitycompanywithjustalittleriskweretras...[閱讀全文]
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DNDN:from3to25,
scss:0.9to6.5
XL:3to17
ago:6to17
rdn:3to10
...
TheaboveareallMQP,realtrades,realmoney.Youcaneithergothroughmypostsormyblogstoseethemyourselves.Ihopembiwouldbethenext.ThedifferencethistimeisthatIamwayoverweighedonMBIwithmargin.IdothisbecauseIbelievethereismuchhigherchancetowinifyoubetwithinsidersonyourside.
LikeIsaidbefore,Imaysell,addortradeonmyMBIgoingf...[閱讀全文]
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onmbiwhileitisat3.2to3.5range,evenbought502012Jan$5callsat1.2.IthinkIamdoingbetterandbetteronpickingthebottompatiently.JustimaginehowhappyIamtoday,沉甸甸的滿倉都是MBI.PraisingGod!Currently,MBIisup15%today.
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就是我艱辛的實踐,也是我未來成功的保障。借以上幾句話來紀念今天MBI的上漲。MBI這幾天明顯比大盤強很多。尤其是今天出了大量。就在昨天,我還在擔心我巨大的MBI持倉量。我不怕它下跌,我怕MARGINCALL.所以堅強的意誌是很重要的。今天的上漲意味著我又通過了一個折磨人的考驗。我在3.3到3.5之間買了大量的MBI,願上帝保佑我!
“Thereisnosecretingredient,youjusthavetobelieveit.閱讀全文]
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(2009-12-07 09:51:08)
Iamfeelingalittlebitofcomfort.Igotbackintordnat5.21(postedon大千股壇).RDNhadaninvestorconferencedaysago,sayingdelinquencyisunderexpectation,hencesharepricejumping.Itisnowat6.33.MBI\'sCEObought50,000moresharesat3.45.AlsoGeorgeSorosbought46,400sharesofMBI,interesting,butaverysmallposition,comparedtoSoros\'deeppocket.Sofar,MBI\'sperformanceisnotsatisfying,Iwillbepatientandwaitoutthistaxlosssellingper...[閱讀全文]
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