Stocks to trade in the next weeks

Quote from Blue_Bull:

That's a good point. Somewhere in the back of my head I knew that. So I guess the question becomes - can they keep up the earnings?
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MHO
AGNC Yes because its main source of revenues are the Paper/Notes of Residential-Commercial Properties. But I've been wrong before lol
 
I talked to a buddy of mine. His view is Some newer REIT have higer yields because the marlet hasn't priced them to their cashflow properly.

So hopefully these great Divs continue.
 
CRRC looks Poised for a breakout

Good Div, Great Value (P/S), and a religious books Publisher.

Im not religious however you can agree Recession proof. But this is a strictly TA play. Breakout Watchlist
 
I've know received a couple of recommandations from the website above, which according to David Cohen, are great stocks to trade right away. But do anyone of you know David Cohen, a small-cap investor, or have you any experience with him, or his newsletter Research Driven Investor. Is it serious, or...?
 
Quote from Blue_Bull:

I'm not sure how much you rely on TA/PA as opposed to fundamental analysis ... but the dividend on AGNC looks a little unsustainable. Do you disagree?

They paid about $80m in dividends, but only earned $93m. In this case, we're dealing with an REIT. It's possible that the analysis is a little different from them, so maybe I'm wrong.
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AGNC is really a security fund

They are buying MBS CMOs and are using 6 to 7x leverage. they were formed in the heart of the meltdown to probably cherry pick the good stuff.

However they have been pushing 30% + ROE for the past year, but the net spread between their cost of borrowing and funding has been closing in. So not sure how long the returns will last.

Still its worth sometime researching may just be a diamond in the rough.

http://ir.agnc.com/phoenix.zhtml?c=219916&p=irol-irhome
 
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