The Lumberjack Hour - May 28, 2010

Live Member Chat

15:50:45 bettyltfg 900 entered
15:43:39 marcs go ahead
15:20:22 epm3232 id like to submit my S&P level guess for December 31. 900
12:05:52 bettyltfg you too!
12:05:18 drg250000 Have a GREAT 4th of July, guys!
11:48:00 drg250000 Has TFG taken a serious look at the agency MREITs? They hold safe agency paper, pay 15% annual divvys, and most are selling at or below book value. Share prices are relatively stable in this downdraft. ANH, CMO, CYS, NLY, MFA. Thoughts?
11:29:38 drg250000 So much selling by Deano. Not wanting to hold longs into the holiday weekend or a strategic change?
10:40:39 drg250000 Okay, investment topics for discussion. Can you talk about the different approaches used by TFG as a multistrategy fund? L/S, etc. What has been the most successful strategy for the fund this year?
10:12:35 drg250000 I read at Zack's that 652,000 workers dropped out of seeking employment in June accounting for the 9.5% unemployment rate. That's a lot of workers discouraged.
07:59:47 marcs ggggggggooodmorn

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