{"id":15233,"date":"2012-10-10T09:06:16","date_gmt":"2012-10-10T13:06:16","guid":{"rendered":"http:\/\/www.technologyinvestor.com\/?p=15233"},"modified":"2012-10-10T09:20:53","modified_gmt":"2012-10-10T13:20:53","slug":"mortgage-reits-and-tech-stocks-fall","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=15233","title":{"rendered":"Mortgage REITs and tech stocks fall."},"content":{"rendered":"
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Some of the mortgage REITs have fallen in recent days, including NLY and AGNC. I don’t know precisely why.\u00a0 There is a tendency for these things to fall when there’s rumor of a rate increase. But there hasn’t been many rumors of late. All the brokerage reports I’ve read recently have been positive…not that brokerage reports mean anything.<\/p>\n

I don’t like mortgage REITs\u00a0 falling. I own too many of them. But then I was amazed by their recent meteoric rise. I own these things not for their potential capital appreciation, but for their handsome yields — typically 14% plus. So I’m hanging and watching.<\/p>\n

Apple has fallen 10% from its peak. The Internet has been full of stories — 20 reasons Apple is overpriced. 20 reasons it’s underpriced. Our inviolate Stop Loss Rule says dump Apple. I might. I don’t like the new management and Samsung is eating Apple’s lunch with the Galaxy SIII phone. See here.<\/strong><\/a><\/p>\n

Dragon Dictate works well.<\/strong> <\/span>It works on the Mac,\u00a0 on Windows machines and on the iPhone. I’ve mentioned it before. I like it but it’s slower than typing — unless you type slowly. For more, read Walt Mossberg in today’s Wall Street Journal. Click here.<\/strong><\/a><\/p>\n

Business is not difficult.<\/strong><\/span> You just got to take care of your customers. Which basically means being nice to them and staying in touch. My God, it’s so easy these days to dash off a quick email. Why do so many of my suppliers ignore me? I’m not feeling entitled, nor are my purchases huge. But I pay real money…<\/p>\n

Amazing how much good press the “liberal” media is giving Mitt Romney.<\/strong><\/span> For example read Sunday’s New York Times Magazine piece. Click here.<\/strong><\/a> The press is now focusing on his record as governor of Massachusetts — which was remarkably good. What irks me presently about Obama — the man I voted for last time — is that he seems incapable of formulating and pumping out a Vision for America. Even Cramer has some positive ideas — like switching all Federal vehicles to natural gas, which we have in the U.S. in spades. That would certainly jump-start us on our way to becoming energy independent of those nice Middle Eastern “allies” who finance our enemies. You see what the Taliban just did? They gunned down a 14-year old girl, Malala Yousafzai, because she said publicly about her passion for education and how she wanted to become a doctor. Click here.<\/strong> <\/a>The Taliban get their own “education” in schools financed by rich Saudis. We buy a lot of oil from Saudi Arabia. We shouldn’t buy anything from them. This is so bleeding obvious. Why the administration doesn’t get it escapes me altogether.<\/p>\n

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Harry Newton, who’ had an MRI on his shoulder yesterday. The doc is threatening a cortisone shot. Anyone had one? I’m scared.
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Some of the mortgage REITs have fallen in recent days, including NLY and AGNC. I don’t know precisely why.\u00a0 There is a tendency for these things to fall when there’s rumor of a rate increase. But there hasn’t been many rumors of late. All the brokerage reports I’ve read recently have been positive…not that brokerage […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-15233","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/15233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15233"}],"version-history":[{"count":0,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/15233\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}