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How American Capital Agency Corp. delivered the goods
The agency also reported good earnings on May 2 that showed the success of its strategy.
Manager Commentary Ben Wong on 8 May 2012
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Why we cut loose our Microsoft position and like Frontier
The market reaction has been positive and Frontier’s share price has been going up in early April.
Manager Commentary Ben Wong on 9 Apr 2012
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My Plan to Sell Microsoft and Other Moves in Coming Months
Earnings came out for Frontier Communications FTR on February 16, and the company reduced its dividend down to $0 .10 per share, helping them reduce debt, improve leverage and to put cash towards investing in their network.
Manager Commentary Ben Wong on 13 Mar 2012
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Expecting Frontier Communications and these REITs to outperform
It looks like the start of 2012 is going to be as volatile as 2011, with unresolved European issues, expanding U.S debt and presidential elections.
Manager Commentary Ben Wong on 16 Jan 2012
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Low short term rates are good for our REIT holdings - but Operation Twist likely isn't
The Fed's next (possible) program is problematic for businesses that make money on the spread.
Manager Commentary Ben Wong on 15 Sep 2011
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