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JakilaTheHun (99.91)

August 2011



Housing Might Rebound Stronger than Expected

August 22, 2011 – Comments (20) | RELATED TICKERS: PHM , DHI , TOL

The original version of this article can be found on Seeking Alpha at this link.  You can view the enlarged versions of the charts there.  [more]



Can Beazer Homes Avoid Bankruptcy?

August 11, 2011 – Comments (5) | RELATED TICKERS: BZH , PHM , TOL

I have been bullish on homebuilders since last November. Thus far, that investment has not paid off but the builders are selling at historically low levels and I continue to view this sector as a good long-term bet. Of course, I’d advise anyone buying in to be prepared for an emotional rollercoaster and a ton of near term heartache.  [more]



One Liberty a Good Buy in an Irrational Market

August 10, 2011 – Comments (4) | RELATED TICKERS: OLP

There’s nothing I love more than a good old market bloodbath. Too many investors look for a herd and follow their emotions to make investment decisions. For those investors, the S&P being down over 6.5% in one day is disastrous. For me, I look at prices and when I see the tag on something I want dropping 10% in a day, I’m much more likely to load up.  [more]



Performance of mREITs vs. Other Asset Classes

August 04, 2011 – Comments (11) | RELATED TICKERS: NLY , MFA , VNO

Due to my own cautiousness regarding the market right now, I have shifted a greater percentage of assets into mortgage REITs (mREITs). My basic thesis is that the US debt ceiling deal, coupled with eurozone problems, is going to lead to a retraction of money in the real economy that will result in interest rates remaining subdued in the US. This will make mREITs an attractive investment class. In my previous article, I noted four mREITs with significant insider buying that I particularly like, including MFA Financial (MFA).   [more]



Four Mortgage REITs with Insider Buying

August 02, 2011 – Comments (3) | RELATED TICKERS: HTS.DL , MFA , TWO

Mortgage REITs have dropped over the past week based on fears surrounding the debt ceiling issue. Yet, perhaps the exact opposite result should have occurred. While people will initially view the debt deal as a “bullish sign," in fact, it’s just the opposite. It could very well ignite the next recession, as more money is pulled from the economy. Couple this with continued problems in the eurozone and a potential East Asian crisis, and there are a lot of reasons to be cautious.  [more]

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