justbaseball25
Posted - 4 days ago
Swapped 75 $cim - a For 50 $nymtz and 50 $gut Added 25 $psec early in day with that divi.
SchwarzFactor
Posted - 4 days ago
@LoopX87 Based on what data does $CIM get to $50 per share?
justbaseball25
Posted - 4 days ago
finna have ANOTHER red day lolollol maybe 3-4 green days in 2 months. whats wild is even next week when divs roll in..i have the big ex divs in $mitt b $mfa b and $cim a happening which could offset any gains.
LoopX87
Posted - 2 weeks ago
$CIM $ARR $GPMT we will see the biggest comeback and largest bullrun ever for these lovely 3. 2025 awaits you
justbaseball25
Posted - 2 weeks ago
$AGNC $CIM $DX $EFC 10 yr treasury......rocketing up with everything just pummeling reits. absolutely nothing saves these things.
justbaseball25
Posted - 2 weeks ago
please powell...save us. $efc $dx $agnc $cim reits are hardly joining the massive melt up in PM
DonCorleone77
Posted - 2 weeks ago
$CIM Chimera reports Q3 non-GAAP EPS 36c, consensus 44c Reports Q3 GAAP book value per share $22.35. "We feel good about our business. We continue to find new investment opportunities and have increased the dividend on our common stock for two consecutive quarters," said Phillip J. Kardis II, President and CEO. "Throughout the Q3, the company sponsored a mortgage securitization, issued unsecured debt, purchased nearly $600M of securities, and committed to purchase more than $100M of residential transition loans. Post quarter-end, we entered into a definitive agreement to acquire The Palisades Group, an alternative asset manager, which we believe will broaden our residential credit reach and provide a source of fee-based income."
justbaseball25
Posted - 2 weeks ago
no1 knows what the shit is happening with treasuries. just exploding right now. $dx $agnc $arr $cim
justbaseball25
Posted - 10/31/24
did $cim a pref get called?!
CHCInvestments
Posted - 10/29/24
$RITM Page 5 and Page 34 and 35 of the Presentation today is all you need to study, it gives the entire picture! Really, Page 34-35 the most interesting. Mortgage Company wise $COOP and $PFSI trade @ 1.2X and 1.3X Book Value with 5-11% ROE, NewRez we barely get 1.1X and we have a 25% ROE. If we had the same 1.4X, it would add $2 to our book value. Investment portfolio, $CIM is the only one lower than us on a p/bv. We have a .80X p/bv, if they would just give us the same 1X p/bv that $NLY has, that would add another $1.25 to book value. So them 2 "true valuation adjustments would raise our book value $3.25-3.75 per share, or over $16 book value. Mortgage loans and asset management is not real big changes. But the top 2 segments for us on page 34, those are significant changes, like 30% added book value if they would simply give us equal credit like companies mentioned above. We will get it eventually, one way or the other!!
justbaseball25
Posted - 10/28/24
things are going haywire again with preferreds cuz of the interest rates. small number of people dumping safe prefs again to take advantage of reits beaten up. $nymt $mitt $chmi $cim
justbaseball25
Posted - 10/28/24
trimmed some $cim pref A added 25 shares $arr..seems super undervalued. 500+ went to fulfill a margin trade. need these end of month divs to come in.
justbaseball25
Posted - 1 month ago
125 $efc today. Sold $cim pref a
WeeklyTrader
Posted - 1 month ago
Don't miss out on $CIM! RSI: 47.04% 50-day MA: $15.54 200-day MA: $13.98
SchwarzFactor
Posted - 1 month ago
Chimera ( $CIM ) Investment Agreed To Acquire Palisades For $30mil In Cash Plus Additional Potential Earnout Of Up To $20mil Over Five Years Contingent Upon Achieving Certain Financial Targets, With The Option For Chimera To Pay 50% Of The Earnout Payments In Stock. Upon closing, Jack Macdowell, Jr., co-founder and Chief Investment Officer of Palisades, will become Chimera's Chief Investment Officer.
WeeklyTrader
Posted - 1 month ago
What’s your view on $CIM’s risks? RSI: 44.28% 50-day MA: $15.34 200-day MA: $13.95
justbaseball25
Posted - 1 month ago
thats 25 $cim not xec
justbaseball25
Posted - 1 month ago
sold 100 $cim -a for 150 $agnc - still cash left over to add more.
justbaseball25
Posted - 09/24/24
10 yr treasury has rocketed up 5% since the rate cut announcement. fucking awful $dx $agnc $orc $cim
justbaseball25
Posted - 2 months ago
So much for interest rate cut boosts. Lmao $dx $agnc $arr $cim
justbaseball25
Posted - 2 months ago
swapped from $cim at 16.34 which i was up 35% on for $gut at 5.34. 5 divi dollars away from back to 48k expected divs
justbaseball25
Posted - 2 months ago
lol that was a fun 5 mins for reits. $cim $agnc $dx $mfa
StockInvest_us
Posted - 2 months ago
Signal alert: $CIM - Overbought Trend Short (Overvalued) https://stockinvest.us/l/P9JnX7KAHu
youssef3612
Posted - 2 months ago
$CIM Why no dividend announcement?
LoopX87
Posted - 08/30/24
$ARR $CIM $GPMT It is time
WTLF
Posted - 3 months ago
$TWO $MFA $CIM $PMT $DX My caution on the mREIT space here hasn't panned-out, yet... But..... The PCE inflation read on 30 Aug 24 will likely show less declaration in price levels across the economy... If the next leg down in the correction hasn't been triggered by then, this will likely be the trigger....
WTLF
Posted - 3 months ago
$TWO $MFA $PMT $CIM $RWT Very strong July consumer spending spending sending the 10 YR UST up 12 basis points this morning... Not so good for mREITs... I don't like the way mPEITs are not responding to good inflation reads... And now this just complicates the forward outlook for rate cuts.....
WTLF
Posted - 3 months ago
$MFA $PMT $CIM $RWT $DX I'm just not liking how the overall markets (and mREITs) are trading here giving two great inflation reads... It really feels like the market is heading lower over the short-term, and mREITs will be getting dragged down with them... We may see a further correction here in August, and then recover when the Fed cuts in September, clearing the way for a rally into year-end... Essentially pulling the October correction forward to August....
WTLF
Posted - 3 months ago
$TWO $MFA $PMT $CIM $RWT I don't like the way the entire mREIT sector really hasn't budged after two great inflation reports... Something's not right here... We should have seen more upside.....
justbaseball25
Posted - 3 months ago
I'd really love to see some of these reits like $Mitt $mfa $cim $nymt start using some of these notes to call. Some prefs. Debt is piling up.