V*2
4 楼
MTG为了发行senior note offering,必须把股价抬上去,并且维持一段时间。
m*i
5 楼
This is not true. Someone bought PMI's shell. and another company was
approved to write insurance.
If add AIG/GNW, we have at least 6 players.
Right now, they only insure the people with higher FICA score like over 700,
The market is very small for this group of people. and I expect big
competition going forward. Right now, enjoy the wall street bubble.
【在 m****c 的大作中提到】
: 我们可能miss了非常主要的一点,这个RDN/MTG加起来占了mortgage insurance市场的
: 45%以上,两个市值加起来才3B不到,就算他们dilute share,也才5B。如果政府退出
: 不是rumor,就nb死了
approved to write insurance.
If add AIG/GNW, we have at least 6 players.
Right now, they only insure the people with higher FICA score like over 700,
The market is very small for this group of people. and I expect big
competition going forward. Right now, enjoy the wall street bubble.
【在 m****c 的大作中提到】
: 我们可能miss了非常主要的一点,这个RDN/MTG加起来占了mortgage insurance市场的
: 45%以上,两个市值加起来才3B不到,就算他们dilute share,也才5B。如果政府退出
: 不是rumor,就nb死了
m*i
6 楼
Basically they will issue 135 million shares and $350 million convertable
note. Plus 15 percent wall street over allocation.
The way the street response the deal, they will issue 200 million shares and
400 million convertable. In total, 1.4 billion could be raised.
This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
will be good for the other players. MTG is very lucky. They would be out of
business if it was one year ago.
IMHO.
The在 Volvo12 (黄石) 的大作中提到: 】
note. Plus 15 percent wall street over allocation.
The way the street response the deal, they will issue 200 million shares and
400 million convertable. In total, 1.4 billion could be raised.
This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
will be good for the other players. MTG is very lucky. They would be out of
business if it was one year ago.
IMHO.
The在 Volvo12 (黄石) 的大作中提到: 】
m*c
7 楼
in the private mortgage insurance market.
http://www.radian.biz/sfc/servlet.shepherd/version/download/068
http://www.bloomberg.com/news/2013-03-01/mgic-joins-radian-rall
Radian, based in Philadelphia, was the top private seller of mortgage
insurance last year, with a 26 percent market share. American International
Group Inc. (AIG)’s United Guaranty Corp. had 24 percent and MGIC had 20
percent.
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
http://www.radian.biz/sfc/servlet.shepherd/version/download/068
http://www.bloomberg.com/news/2013-03-01/mgic-joins-radian-rall
Radian, based in Philadelphia, was the top private seller of mortgage
insurance last year, with a 26 percent market share. American International
Group Inc. (AIG)’s United Guaranty Corp. had 24 percent and MGIC had 20
percent.
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
f*t
8 楼
RDN和MTG的增发都是由高盛代理,怎么可能不暴涨。。。
m*c
9 楼
I don't think MTG news is a hit for RDN/GNW. Now, the key question is, if
FHA exited. If yes, their market will grow 300%, not mentioning margin/
premium improvement.
and
it
of
【在 m*****i 的大作中提到】
: Basically they will issue 135 million shares and $350 million convertable
: note. Plus 15 percent wall street over allocation.
: The way the street response the deal, they will issue 200 million shares and
: 400 million convertable. In total, 1.4 billion could be raised.
: This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
: will be good for the other players. MTG is very lucky. They would be out of
: business if it was one year ago.
: IMHO.
: The在 Volvo12 (黄石) 的大作中提到: 】
FHA exited. If yes, their market will grow 300%, not mentioning margin/
premium improvement.
and
it
of
【在 m*****i 的大作中提到】
: Basically they will issue 135 million shares and $350 million convertable
: note. Plus 15 percent wall street over allocation.
: The way the street response the deal, they will issue 200 million shares and
: 400 million convertable. In total, 1.4 billion could be raised.
: This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
: will be good for the other players. MTG is very lucky. They would be out of
: business if it was one year ago.
: IMHO.
: The在 Volvo12 (黄石) 的大作中提到: 】
V*2
10 楼
现在房价在涨,一旦失业可以快速把房子卖出去,被逼破产的可能性减少。所以
MORTGAGE INSURANCE赔款的可能性大减,盈利的可能性大增。
MORTGAGE INSURANCE赔款的可能性大减,盈利的可能性大增。
m*i
11 楼
Fannie Mae Approves Four New Mortgage Insurers
http://www.housingwire.com/news/2010/02/18/fannie-mae-approves-
This is why I am bullish short term, bearish longer term.
【在 m****c 的大作中提到】
: I don't think MTG news is a hit for RDN/GNW. Now, the key question is, if
: FHA exited. If yes, their market will grow 300%, not mentioning margin/
: premium improvement.
:
: and
: it
: of
http://www.housingwire.com/news/2010/02/18/fannie-mae-approves-
This is why I am bullish short term, bearish longer term.
【在 m****c 的大作中提到】
: I don't think MTG news is a hit for RDN/GNW. Now, the key question is, if
: FHA exited. If yes, their market will grow 300%, not mentioning margin/
: premium improvement.
:
: and
: it
: of
d*o
12 楼
尼玛这么多分析当时我问的时候怎么没人说一句
p*e
13 楼
mortgage insurance 对于fico要求在每个银行也不同。比较宽松的银行,radain要求
fico最低620, mgic 660, essent 660
现在rdn,mtg还可以追么?
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
fico最低620, mgic 660, essent 660
现在rdn,mtg还可以追么?
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
m*c
16 楼
在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
【在 p***e 的大作中提到】
: 市场多大不是很清楚,不过我感觉很多美国人需要,因为没有saving. 但是美国很多
: 人用fha,因为他们的条件不qualify普通loan.
: 为什么国家要退出?是新消息么?
: 我根本没赶上,手里一点都没有,不知道该不该追
国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
【在 p***e 的大作中提到】
: 市场多大不是很清楚,不过我感觉很多美国人需要,因为没有saving. 但是美国很多
: 人用fha,因为他们的条件不qualify普通loan.
: 为什么国家要退出?是新消息么?
: 我根本没赶上,手里一点都没有,不知道该不该追
p*e
17 楼
traditional/bulk我不懂。
rdn我自己感觉underwrite更宽松,比起其它两个。但占的份额好像没有我想象的大
【在 m****c 的大作中提到】
: 在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
: 国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
: 一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
: 看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
: 从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
: ,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
: 一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
rdn我自己感觉underwrite更宽松,比起其它两个。但占的份额好像没有我想象的大
【在 m****c 的大作中提到】
: 在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
: 国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
: 一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
: 看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
: 从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
: ,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
: 一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
m*c
20 楼
粗略看了看RDN/MTG/PMI过去的年报, 特别是primary insurance in force 和 market
cap之比
=== 2005 ====
MTG:177B vs 5.2B = 34
PMI: 101B vs 3.6B = 28
RDN: 77B vs 4B = 18
=== 2013 ====
RDN 140B vs 2.2B
MTG 172B vs 1.7B
above cap is estimated after recent dilution.
so both stocks have a big space above if the housing market stablizes. and
recent congressmen's talks lead to a possible early resolution of fha, which
could release additional 2-3 times market.
cap之比
=== 2005 ====
MTG:177B vs 5.2B = 34
PMI: 101B vs 3.6B = 28
RDN: 77B vs 4B = 18
=== 2013 ====
RDN 140B vs 2.2B
MTG 172B vs 1.7B
above cap is estimated after recent dilution.
so both stocks have a big space above if the housing market stablizes. and
recent congressmen's talks lead to a possible early resolution of fha, which
could release additional 2-3 times market.
m*c
21 楼
senior note offering announced,当时就跌了10%,又被拉回到+3%,
V*2
23 楼
MTG为了发行senior note offering,必须把股价抬上去,并且维持一段时间。
m*c
24 楼
in the private mortgage insurance market.
http://www.radian.biz/sfc/servlet.shepherd/version/download/068
http://www.bloomberg.com/news/2013-03-01/mgic-joins-radian-rall
Radian, based in Philadelphia, was the top private seller of mortgage
insurance last year, with a 26 percent market share. American International
Group Inc. (AIG)’s United Guaranty Corp. had 24 percent and MGIC had 20
percent.
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
http://www.radian.biz/sfc/servlet.shepherd/version/download/068
http://www.bloomberg.com/news/2013-03-01/mgic-joins-radian-rall
Radian, based in Philadelphia, was the top private seller of mortgage
insurance last year, with a 26 percent market share. American International
Group Inc. (AIG)’s United Guaranty Corp. had 24 percent and MGIC had 20
percent.
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
f*t
25 楼
RDN和MTG的增发都是由高盛代理,怎么可能不暴涨。。。
m*c
26 楼
I don't think MTG news is a hit for RDN/GNW. Now, the key question is, if
FHA exited. If yes, their market will grow 300%, not mentioning margin/
premium improvement.
and
it
of
【在 m*****i 的大作中提到】
: Basically they will issue 135 million shares and $350 million convertable
: note. Plus 15 percent wall street over allocation.
: The way the street response the deal, they will issue 200 million shares and
: 400 million convertable. In total, 1.4 billion could be raised.
: This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
: will be good for the other players. MTG is very lucky. They would be out of
: business if it was one year ago.
: IMHO.
: The在 Volvo12 (黄石) 的大作中提到: 】
FHA exited. If yes, their market will grow 300%, not mentioning margin/
premium improvement.
and
it
of
【在 m*****i 的大作中提到】
: Basically they will issue 135 million shares and $350 million convertable
: note. Plus 15 percent wall street over allocation.
: The way the street response the deal, they will issue 200 million shares and
: 400 million convertable. In total, 1.4 billion could be raised.
: This is actually bad news for RDN/GNW/AIG..., if MTG is out of business, it
: will be good for the other players. MTG is very lucky. They would be out of
: business if it was one year ago.
: IMHO.
: The在 Volvo12 (黄石) 的大作中提到: 】
V*2
27 楼
现在房价在涨,一旦失业可以快速把房子卖出去,被逼破产的可能性减少。所以
MORTGAGE INSURANCE赔款的可能性大减,盈利的可能性大增。
MORTGAGE INSURANCE赔款的可能性大减,盈利的可能性大增。
d*o
28 楼
尼玛这么多分析当时我问的时候怎么没人说一句
p*e
29 楼
mortgage insurance 对于fico要求在每个银行也不同。比较宽松的银行,radain要求
fico最低620, mgic 660, essent 660
现在rdn,mtg还可以追么?
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
fico最低620, mgic 660, essent 660
现在rdn,mtg还可以追么?
700,
【在 m*****i 的大作中提到】
: This is not true. Someone bought PMI's shell. and another company was
: approved to write insurance.
: If add AIG/GNW, we have at least 6 players.
: Right now, they only insure the people with higher FICA score like over 700,
: The market is very small for this group of people. and I expect big
: competition going forward. Right now, enjoy the wall street bubble.
m*c
32 楼
在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
【在 p***e 的大作中提到】
: 市场多大不是很清楚,不过我感觉很多美国人需要,因为没有saving. 但是美国很多
: 人用fha,因为他们的条件不qualify普通loan.
: 为什么国家要退出?是新消息么?
: 我根本没赶上,手里一点都没有,不知道该不该追
国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
【在 p***e 的大作中提到】
: 市场多大不是很清楚,不过我感觉很多美国人需要,因为没有saving. 但是美国很多
: 人用fha,因为他们的条件不qualify普通loan.
: 为什么国家要退出?是新消息么?
: 我根本没赶上,手里一点都没有,不知道该不该追
p*e
33 楼
traditional/bulk我不懂。
rdn我自己感觉underwrite更宽松,比起其它两个。但占的份额好像没有我想象的大
【在 m****c 的大作中提到】
: 在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
: 国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
: 一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
: 看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
: 从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
: ,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
: 一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
rdn我自己感觉underwrite更宽松,比起其它两个。但占的份额好像没有我想象的大
【在 m****c 的大作中提到】
: 在这个Private MI里面,什么是traditional/bulk啊?不明白什么意思。
: 国家退出一直有这个rumor,狼来了有快两年了,我都快捂成long term了。好像最近的
: 一次senate问询里面,暗示可能是真的,所以现在都在抄这个。
: 看rdn/mtg报表说不赚钱,是没有抓到主要矛盾。
: 从2011年数据上看,FHA是private的3倍以上,以前几个公司都倒闭不做了,PMI被买了
: ,RDI也不做,更不要说FHA退出之后,这个对margin/premium肯定好。
: 一年MI是360B,RDN去年是写了37B,2005年写了42B,有意思,要好好研究一下。
m*c
36 楼
粗略看了看RDN/MTG/PMI过去的年报, 特别是primary insurance in force 和 market
cap之比
=== 2005 ====
MTG:177B vs 5.2B = 34
PMI: 101B vs 3.6B = 28
RDN: 77B vs 4B = 18
=== 2013 ====
RDN 140B vs 2.2B
MTG 172B vs 1.7B
above cap is estimated after recent dilution.
so both stocks have a big space above if the housing market stablizes. and
recent congressmen's talks lead to a possible early resolution of fha, which
could release additional 2-3 times market.
cap之比
=== 2005 ====
MTG:177B vs 5.2B = 34
PMI: 101B vs 3.6B = 28
RDN: 77B vs 4B = 18
=== 2013 ====
RDN 140B vs 2.2B
MTG 172B vs 1.7B
above cap is estimated after recent dilution.
so both stocks have a big space above if the housing market stablizes. and
recent congressmen's talks lead to a possible early resolution of fha, which
could release additional 2-3 times market.
m*c
37 楼
如果有rdn/mtg,千万不要卖,我扒拉了一下脚趾头算了一下,1-2年内,rdn可以到20-
25,mtg可以10-15左右,如果政府fha今年退出的话,还能再翻一倍。
没有的怎么办哪?就不要追高了,有调整可以进,或者可以看看gnw acgl,
要学习rim,他是股票亏了就不看了,我们要做到,股票赚了就不看了
market
【在 m****c 的大作中提到】
: 粗略看了看RDN/MTG/PMI过去的年报, 特别是primary insurance in force 和 market
: cap之比
: === 2005 ====
: MTG:177B vs 5.2B = 34
: PMI: 101B vs 3.6B = 28
: RDN: 77B vs 4B = 18
: === 2013 ====
: RDN 140B vs 2.2B
: MTG 172B vs 1.7B
: above cap is estimated after recent dilution.
25,mtg可以10-15左右,如果政府fha今年退出的话,还能再翻一倍。
没有的怎么办哪?就不要追高了,有调整可以进,或者可以看看gnw acgl,
要学习rim,他是股票亏了就不看了,我们要做到,股票赚了就不看了
market
【在 m****c 的大作中提到】
: 粗略看了看RDN/MTG/PMI过去的年报, 特别是primary insurance in force 和 market
: cap之比
: === 2005 ====
: MTG:177B vs 5.2B = 34
: PMI: 101B vs 3.6B = 28
: RDN: 77B vs 4B = 18
: === 2013 ====
: RDN 140B vs 2.2B
: MTG 172B vs 1.7B
: above cap is estimated after recent dilution.
s*i
39 楼
好,我只有一点, 买的时候就决定和他们共存亡,
现在继续hold...
现在继续hold...
m*c
45 楼
大致研究了一下这个MI Sector,之前有三个不定因素,现在就是剩下一个
1. MTG/RDN是否倒闭
这个行业有个risk-capital-ratio,不能高于25,当年PMI,MI的老大就是过了这根线
,当场被AZ州政府封门;MTG其实已经过了,都快一年了,居然没有被封门,不了解为
什么。RDN也是25左右吊了很长时间。
不过现在这个已经不是问题了,最近都是发新股+senior note,这个ratio不是问题了。
2. 房地产的恢复
这个现在也不是问题了,在房地产正常的年景,这个MTG/RDN总保单和收入有一定的比
例,那么和市值也有关联,MTG 30+, RDN 20+,这个和他们balance sheet,还有保单
的premium, LTV, credit score都有关系
3. FHA的退出
FHA本来是政府帮助低收入和少数族裔拥有住房而提供贷款和担保的机构,在2002-2004
年中,他们的业务和VA(就是帮助退役军人住房机构)加起来,loan是2-3%,MI占整个
市场25-36%之间。subprime危机,因为私人机构提高甚至停止贷款,他们step up大幅
提高业务,现在是loan 30%,MI 80%左右。
最近的Senate听证会,几个Senate都表示,要改变FHA,变成last-resort,基本上是经
济危机前FHA的角色。还有在5-10年彻底终止FNM/FRE业务
这个对MTG/RDN是最大的变数
1. MTG/RDN是否倒闭
这个行业有个risk-capital-ratio,不能高于25,当年PMI,MI的老大就是过了这根线
,当场被AZ州政府封门;MTG其实已经过了,都快一年了,居然没有被封门,不了解为
什么。RDN也是25左右吊了很长时间。
不过现在这个已经不是问题了,最近都是发新股+senior note,这个ratio不是问题了。
2. 房地产的恢复
这个现在也不是问题了,在房地产正常的年景,这个MTG/RDN总保单和收入有一定的比
例,那么和市值也有关联,MTG 30+, RDN 20+,这个和他们balance sheet,还有保单
的premium, LTV, credit score都有关系
3. FHA的退出
FHA本来是政府帮助低收入和少数族裔拥有住房而提供贷款和担保的机构,在2002-2004
年中,他们的业务和VA(就是帮助退役军人住房机构)加起来,loan是2-3%,MI占整个
市场25-36%之间。subprime危机,因为私人机构提高甚至停止贷款,他们step up大幅
提高业务,现在是loan 30%,MI 80%左右。
最近的Senate听证会,几个Senate都表示,要改变FHA,变成last-resort,基本上是经
济危机前FHA的角色。还有在5-10年彻底终止FNM/FRE业务
这个对MTG/RDN是最大的变数
a*e
46 楼
马克包子!
m*3
47 楼
现在MTG的secondary的价格出来了5.15,
这样的话股价会不会向这个价格调整还是和RDN一样,再涨涨?
这样的话股价会不会向这个价格调整还是和RDN一样,再涨涨?
m*c
48 楼
看这个offering price没有意义,就像我前面说的,关键是
“There seems to be a broad consensus from both parties in Washington that
the federal government needs to continue to reduce its role in the mortgage
markets, making room for sources of private capital like the mortgage-
insurance industry,” Mark DeVries, an analyst at Barclays Plc, wrote in a
note.
如果这个news出来了,倒是可以sell on news,然后再捡回来。
【在 m*****3 的大作中提到】
: 现在MTG的secondary的价格出来了5.15,
: 这样的话股价会不会向这个价格调整还是和RDN一样,再涨涨?
“There seems to be a broad consensus from both parties in Washington that
the federal government needs to continue to reduce its role in the mortgage
markets, making room for sources of private capital like the mortgage-
insurance industry,” Mark DeVries, an analyst at Barclays Plc, wrote in a
note.
如果这个news出来了,倒是可以sell on news,然后再捡回来。
【在 m*****3 的大作中提到】
: 现在MTG的secondary的价格出来了5.15,
: 这样的话股价会不会向这个价格调整还是和RDN一样,再涨涨?
d*r
49 楼
MTG被操翻了
x*o
51 楼
MTG好大的量啊,94M, 开始dilute了?
x*o
52 楼
MTG好大的量啊,94M, 开始dilute了?
m*c
55 楼
奎飞了,怎么办啊,唔呜呜呜呜呜呜呜呜
b*r
56 楼
应该全仓RDN,反正你不分散投资,放一个版块两个股意义不大。
s*i
59 楼
RDN 还是挺强的
r*e
61 楼
down 15% already, not big portion though. What's the strategy now, hold, cut
or even buy more?
or even buy more?
w*m
65 楼
m*c
66 楼
i don't know. but if market has a big down, it go down further. but i do
believe its potential. so struggle about hold or sell.
i may sell half tomorrow to lock half profit first. and see.
【在 w**m 的大作中提到】
: i am thinking of all in if go 4.5...but worried if it will go down $2.
: what do you think for the trend tomorrow?
believe its potential. so struggle about hold or sell.
i may sell half tomorrow to lock half profit first. and see.
【在 w**m 的大作中提到】
: i am thinking of all in if go 4.5...but worried if it will go down $2.
: what do you think for the trend tomorrow?
d*r
67 楼
各位 MTG 又出来操人了
m*c
70 楼
我真是他妈的SB,一年多前明明有个平台在6块左右,操,还他妈的做梦一下子就能冲
上去。
上去。
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