Entry18.26→Now18.29
Own Annaly for income, near book. Open original source
NLY Annaly Capital Management. Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Oct 17
Oct 17
Julia LaRoche Show
Own Annaly for income, near book.
Annaly is an income vehicle, not a stock-speculation play; it traded off about 20% from highs and is near book value. He owns it for income, has a cost basis below book, says it is his largest position, might buy more if it goes below book, and calls it one of the best-run mortgage businesses.
NLY
Annaly Capital Management. Inc.
Long
Position: Holding
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13:00
Oct 03
Oct 03
Julia LaRoche Show
Annaly remains largest position.
He sold a little Annaly because he wanted to put capital into energy stocks, but Annaly remains his largest position by a wide margin and he said he has no problem with the stock. He remains long despite reducing financials overall.
NLY
Annaly Capital Management. Inc.
Long
Position: Holding
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13:00
Sep 26
Sep 26
Julia LaRoche Show
Widening spreads support mortgage REITs.
He trimmed Annaly for quarterly rebalancing but remains constructive: he does not dislike Annaly, is not worried about the rate environment because these REITs know how to trade spreads, and widening spreads are actually good for REITs that invest in mortgage-backed securities.
NLY
Annaly Capital Management. Inc.
Long
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About NLY Investor Commentary
Across the available history and selected sources, Buzzberg tracks NLY (Annaly Capital Management. Inc.) across 7 sources: 30 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 97% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 31 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Chris Whalen.