Chimera Investment Corporation (NYSE: CIM) Erholung wahrsheinlich, mehrere 100% - 500 Beiträge pro Seite
eröffnet am 06.04.10 18:38:34 von
neuester Beitrag 11.08.12 17:07:14 von
neuester Beitrag 11.08.12 17:07:14 von
Beiträge: 34
ID: 1.156.984
ID: 1.156.984
Aufrufe heute: 0
Gesamt: 4.972
Gesamt: 4.972
Aktive User: 0
ISIN: US16934Q2084 · WKN: A14Q9D · Symbol: CIM
4,1350
USD
-1,08 %
-0,0450 USD
Letzter Kurs 18:59:41 NYSE
Neuigkeiten
28.03.24 · Business Wire (engl.)  |
14.02.24 · Business Wire (engl.) |
14.02.24 · Business Wire (engl.) |
30.01.24 · Business Wire (engl.) |
02.11.23 · Business Wire (engl.) |
Werte aus der Branche Finanzdienstleistungen
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,0000 | +500,00 | |
| 0,7900 | +11,27 | |
| 6,3850 | +7,98 | |
| 9,0050 | +7,20 | |
| 0,6625 | +6,85 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,1264 | -7,55 | |
| 287,00 | -11,69 | |
| 4,5200 | -12,23 | |
| 1,5000 | -23,08 | |
| 0,7500 | -25,00 |
Feedback
Gestützt auf einen BB bin ich auf diesen Wert gestossen.
Sie handeln und halten alle diese Schrottpapiere in den USA.
Wenn sich auch nur eine gewisse Erholung anzeigt werden sie gross profitieren
Aber Achtung heiss, Risiko auch hoch!
Dieser Tage noch folgendes, Sie beschaffen sich Neugeld um ausgebomte RMBS zu kaufen
Chimera Raises Capital for RMBS Purchases
by: Zachary Scheidt April 05, 2010 | about: CIM Zachary Stop FollowingYou are no longer following Zachary Scheidt
Zachary Scheidt's articles on Seeking Alpha
Share0 It was a quick transaction and while investors were momentarily stunned, it appears that Credit Suisse (CS) pulled it off without a hitch! Last week, Chimera Investment Corp (CIM) announced that it would sell 85 million shares of stock to the public and named Credit Suisse as the sole underwriter for the transaction. Initially the stock traded sharply lower as investors feared dilution to their ownership of the REIT. After all, CIM sold the shares at a price of $3.61 which was roughly 7% below the closing price Wednesday afternoon when the announcement was made.
But the current market is quite resilient and CIM managed to rally throughout the day and actually close higher – a strong sign of demand for the stock. Investors obviously believe that CIM will be able to put the capital to work effectively and generate a profit on this new capital. While management certainly could have borrowed the money and used its available leverage to purchase these securities, I am pleased that management opted for permanent capital rather than leverage which can wreak havoc when economic periods are difficult.
Investors in CIM are currently counting on the high dividend rate as their primary return for owning the stock. Dividend payments are largely variable as they are linked directly to the operating earnings for each particular quarter. But with a very low cost of capital, and meaningful cash flow from mortgage securities, CIM has been able to pay a dividend yield north of 15%.
While management states that their primary goal is to produce attractive dividends with capital gains as a secondary objective, I am much more interested in the potential for the stock to trade significantly higher. As investors realize that the dividend payment is safe (which will likely happen as a function of the company continuing stable payouts), investors will be willing to pay more for this stable cash-flow security.
As demand rises, the price of the stock should trade significantly higher. In this market, a yield of 6% or 8% is still very attractive, and if CIM traded up to a place where the yield was 8%, the price would be roughly $7.50 per share – good for a 92% increase (all the while, investors are still receiving the dividend payments)
I should note that the ZachStocks Newsletter has a pending position in CIM to buy once the stock breaks out of its current range.
The attractive dividend yield also functions to implement a floor under the shares because as the stock trades lower, the dividend yield only becomes more attractive. Fund managers looking for attractive value will quickly zero in on the strong dividend yield and likely begin to place large buy orders.
Playing the devil’s advocate, Chimera could potentially come under pressure if mortgage securities take a nose dive. According to this Financial Times article, BlackRock Recently warned that banks would have to take losses on distressed mortgages. There is speculation that now that the Fed has wrapped up its monumental program to buy mortgage securities, that the market for these assets could dry up. And then there is the danger of write-downs as homeowners either cannot or will not (see the weekend piece on strategic defaults) pay mortgages on houses where they owe more than the home is worth.
But even with these risks in play, CIM has already taken significant write downs on its existing non-agency mortgages and is carrying them at nearly 50 cents on the dollar. It would take a very nasty economic reversal for these securities to be re-priced lower, and the potential for actual appreciation in the mortgage portfolio is good. Now that CIM has additional capital to put to work buying attractive opportunities, the returns on existing and new mortgage holdings has the potential to even increase the dividend payment which makes the buying argument even stronger.
With such positive trading after what could have been perceived as a dilutive transaction, I have more confidence in this position. Continue to look for opportunities to accumulate shares as management effectively invests and generates strong operating earnings.
http://seekingalpha.com/article/197129-chimera-raises-capita…
Sie handeln und halten alle diese Schrottpapiere in den USA.
Wenn sich auch nur eine gewisse Erholung anzeigt werden sie gross profitieren
Aber Achtung heiss, Risiko auch hoch!
Dieser Tage noch folgendes, Sie beschaffen sich Neugeld um ausgebomte RMBS zu kaufen
Chimera Raises Capital for RMBS Purchases
by: Zachary Scheidt April 05, 2010 | about: CIM Zachary Stop FollowingYou are no longer following Zachary Scheidt
Zachary Scheidt's articles on Seeking Alpha
Share0 It was a quick transaction and while investors were momentarily stunned, it appears that Credit Suisse (CS) pulled it off without a hitch! Last week, Chimera Investment Corp (CIM) announced that it would sell 85 million shares of stock to the public and named Credit Suisse as the sole underwriter for the transaction. Initially the stock traded sharply lower as investors feared dilution to their ownership of the REIT. After all, CIM sold the shares at a price of $3.61 which was roughly 7% below the closing price Wednesday afternoon when the announcement was made.
But the current market is quite resilient and CIM managed to rally throughout the day and actually close higher – a strong sign of demand for the stock. Investors obviously believe that CIM will be able to put the capital to work effectively and generate a profit on this new capital. While management certainly could have borrowed the money and used its available leverage to purchase these securities, I am pleased that management opted for permanent capital rather than leverage which can wreak havoc when economic periods are difficult.
Investors in CIM are currently counting on the high dividend rate as their primary return for owning the stock. Dividend payments are largely variable as they are linked directly to the operating earnings for each particular quarter. But with a very low cost of capital, and meaningful cash flow from mortgage securities, CIM has been able to pay a dividend yield north of 15%.
While management states that their primary goal is to produce attractive dividends with capital gains as a secondary objective, I am much more interested in the potential for the stock to trade significantly higher. As investors realize that the dividend payment is safe (which will likely happen as a function of the company continuing stable payouts), investors will be willing to pay more for this stable cash-flow security.
As demand rises, the price of the stock should trade significantly higher. In this market, a yield of 6% or 8% is still very attractive, and if CIM traded up to a place where the yield was 8%, the price would be roughly $7.50 per share – good for a 92% increase (all the while, investors are still receiving the dividend payments)
I should note that the ZachStocks Newsletter has a pending position in CIM to buy once the stock breaks out of its current range.
The attractive dividend yield also functions to implement a floor under the shares because as the stock trades lower, the dividend yield only becomes more attractive. Fund managers looking for attractive value will quickly zero in on the strong dividend yield and likely begin to place large buy orders.
Playing the devil’s advocate, Chimera could potentially come under pressure if mortgage securities take a nose dive. According to this Financial Times article, BlackRock Recently warned that banks would have to take losses on distressed mortgages. There is speculation that now that the Fed has wrapped up its monumental program to buy mortgage securities, that the market for these assets could dry up. And then there is the danger of write-downs as homeowners either cannot or will not (see the weekend piece on strategic defaults) pay mortgages on houses where they owe more than the home is worth.
But even with these risks in play, CIM has already taken significant write downs on its existing non-agency mortgages and is carrying them at nearly 50 cents on the dollar. It would take a very nasty economic reversal for these securities to be re-priced lower, and the potential for actual appreciation in the mortgage portfolio is good. Now that CIM has additional capital to put to work buying attractive opportunities, the returns on existing and new mortgage holdings has the potential to even increase the dividend payment which makes the buying argument even stronger.
With such positive trading after what could have been perceived as a dilutive transaction, I have more confidence in this position. Continue to look for opportunities to accumulate shares as management effectively invests and generates strong operating earnings.
http://seekingalpha.com/article/197129-chimera-raises-capita…
endlich scheint sich ein Uptrend abzuzeichnen.
Grund ist sicher, dass sich Obama mit WallSt arrangiert.
Ein riesiges Volumen von fast 29 mio Aktien wurden umgesetzt.
Chimera Investment Corporation CIM 3:58PM EDT 4.14 0.13 3.24% volume 28,993,064
auch Soros ist involviert:
CHIMERA INVESTMENT CORP COMMON STOCK (CIM)
Chimera Investment Corporation are a newly-formed specialty finance company that will invest in residential mortgage loans, residential mortgage-backed securities, real estate-related securities and various other asset classes and intends to elect and qualify to be taxed as a real estate investment trust, or REIT, for federal income tax purposes. Chimera Investment Corp Common Stock has a market cap of $2.63 billion; its shares were traded at around $3.93 with a P/E ratio of 8.6 and P/S ratio of 8.9. The dividend yield of Chimera Investment Corp Common Stock stocks is 17.3%.
The company is offering $331 million in public stock offering. Chimera reports 1Q dividend at $0.17 per share. Chimera expects investors to have an earnings yield of 16%.
George Soros owns 25,800 shares as of 12/31/2009, a decrease of 34.85% of from the previous quarter. This position accounts for less than 0.01% of the $6.95 billion portfolio of Soros Fund Management LLC.
http://www.gurufocus.com/news.php?id=90729
Grund ist sicher, dass sich Obama mit WallSt arrangiert.
Ein riesiges Volumen von fast 29 mio Aktien wurden umgesetzt.
Chimera Investment Corporation CIM 3:58PM EDT 4.14 0.13 3.24%
volume 28,993,064 auch Soros ist involviert:
CHIMERA INVESTMENT CORP COMMON STOCK (CIM)
Chimera Investment Corporation are a newly-formed specialty finance company that will invest in residential mortgage loans, residential mortgage-backed securities, real estate-related securities and various other asset classes and intends to elect and qualify to be taxed as a real estate investment trust, or REIT, for federal income tax purposes. Chimera Investment Corp Common Stock has a market cap of $2.63 billion; its shares were traded at around $3.93 with a P/E ratio of 8.6 and P/S ratio of 8.9. The dividend yield of Chimera Investment Corp Common Stock stocks is 17.3%.
The company is offering $331 million in public stock offering. Chimera reports 1Q dividend at $0.17 per share. Chimera expects investors to have an earnings yield of 16%.
George Soros owns 25,800 shares as of 12/31/2009, a decrease of 34.85% of from the previous quarter. This position accounts for less than 0.01% of the $6.95 billion portfolio of Soros Fund Management LLC.
http://www.gurufocus.com/news.php?id=90729
Chimera ist eine Tochter von Annaly Capital Management (NLY).
Antwort auf Beitrag Nr.: 39.394.970 von Ulf-Imat am 23.04.10 23:08:25besten Dank für die Info
Ich habe auf Yahoo den Zusammengang gesucht (Major Holders usw) jedoch nicht gefunden. Wie verhält sich dieser Eigentumsanteil ?
schöne Grüsse HS
Ich habe auf Yahoo den Zusammengang gesucht (Major Holders usw) jedoch nicht gefunden. Wie verhält sich dieser Eigentumsanteil ?
schöne Grüsse HS
Wenn ich mir die Charts anschaue,
dann hat CIM etwa 60% mehr Aufholpotenzial
dann hat CIM etwa 60% mehr Aufholpotenzial
Trading Spotlight
Antwort auf Beitrag Nr.: 39.395.627 von hasi22 am 24.04.10 11:07:40http://www.annaly.com/site/annalyfamilyofcompanies.aspx
Antwort auf Beitrag Nr.: 39.396.551 von Ulf-Imat am 24.04.10 20:46:49besten Dank Ulf-Imat,
bei mir geht das Factsheet von Annaly einfach nicht auf :O
kennst Du das Besitzverhältins an Chimera,
eine % Zahl Anteil genügt.
bei mir geht das Factsheet von Annaly einfach nicht auf :O
kennst Du das Besitzverhältins an Chimera,
eine % Zahl Anteil genügt.
Antwort auf Beitrag Nr.: 39.398.165 von hasi22 am 25.04.10 21:11:16"Chimera and CreXus have no employees, but rather are managed by FIDAC employees"
...aus FIDAC Overview.
...aus FIDAC Overview.
besten Dank für die Infos.
weitere interessante Informationen zu CIM
ich denke, jeder Markt erholt sich mal!
http://www.fool.com/investing/general/2010/04/26/a-big-upgra…
weitere interessante Informationen zu CIM
ich denke, jeder Markt erholt sich mal!
http://www.fool.com/investing/general/2010/04/26/a-big-upgra…
na des hab ich ja heut wieder prima gemacht !!! 
bin bei 4,15$ rein.
Naja, soll eh ein Longinvest werden.
bin bei 4,15$ rein.
Naja, soll eh ein Longinvest werden.
Antwort auf Beitrag Nr.: 39.412.393 von christian76 am 27.04.10 21:16:10als Trost mal die Vorbörsenstellung
Chimera Investment Corporation (NYSE: CIM)
After Hours: 4.07 0.12 (3.07%) 4:11PM EDT
Chimera Investment Corporation (NYSE: CIM)
After Hours: 4.07 0.12 (3.07%)
4:11PM EDT
Dividende 0.19 je Q
wenn Sie so weitermachen
0.19 x 4 = 0.76 $
R = 16%
http://finance.yahoo.com/news/Chimera-Investment-bw-28219269…
wenn Sie so weitermachen
0.19 x 4 = 0.76 $
R = 16%
http://finance.yahoo.com/news/Chimera-Investment-bw-28219269…
positiv in negativem Umfeld
vorbörslich im Plus
in Kürze wieder auf 4.2 $
Chimera Investment Corporation (NYSE: CIM)
After Hours: 3.83 0.01 (0.26%) 7:59PM EDT
Last Trade: 3.82
Trade Time: May 7
Change: 0.13 (3.52%)
1y Target Est: 4.46
Volume: 27,667,922
Avg Vol (3m): 14,231,400
Market Cap: 2.56B
P/E (ttm): 5.98
EPS (ttm): 0.64
Div & Yield: 0.68 (17.80%) !!!!!!!!!
vorbörslich im Plus
in Kürze wieder auf 4.2 $
Chimera Investment Corporation (NYSE: CIM)
After Hours: 3.83 0.01 (0.26%) 7:59PM EDT
Last Trade: 3.82
Trade Time: May 7
Change: 0.13 (3.52%)
1y Target Est: 4.46
Volume: 27,667,922
Avg Vol (3m): 14,231,400
Market Cap: 2.56B
P/E (ttm): 5.98
EPS (ttm): 0.64
Div & Yield: 0.68 (17.80%) !!!!!!!!!
nach den guten guten Zahlen zum 1.Quartal dürfte die nächste Dividende wohl auch min.0,17$ sein
Bin auch dabei,sowohl bei Annaly als auch Chimera.
Kurze Zinsen bleiben noch lange unten,das hilft beiden bei der Marge.
Bei den Gewinnen bzw. Dividenden, wüßte ich nicht wo da ein grosses Risiko ist.
Sitzen und warten und Dividende einsammeln und irgendwann merkt einer mal
wieviel Dividende es da gibt und wir können CIM mit 5-6 $ verkaufen.
Bin letzte Woche bei 3,90 rein.Annaly leider mit 17,50$
Kurze Zinsen bleiben noch lange unten,das hilft beiden bei der Marge.
Bei den Gewinnen bzw. Dividenden, wüßte ich nicht wo da ein grosses Risiko ist.
Sitzen und warten und Dividende einsammeln und irgendwann merkt einer mal
wieviel Dividende es da gibt und wir können CIM mit 5-6 $ verkaufen.
Bin letzte Woche bei 3,90 rein.Annaly leider mit 17,50$
hier die Analysten Ratios
�Analysts Recommendations
MEAN: OVERWEIGHT OVERWEIGHT OVERWEIGHT
Details siehe Link
http://www.marketwatch.com/investing/stock/CIM/analystestima…
�Analysts Recommendations
MEAN: OVERWEIGHT OVERWEIGHT OVERWEIGHT
Details siehe Link
http://www.marketwatch.com/investing/stock/CIM/analystestima…
die earning etimates wurden soeben angehoben
EPS Trends Current Qtr.
Jun 10 Next Qtr.
Sep 10 Current Year
Dec 10 Next Year
Dec 11
Current Estimate 0.17 0.18 0.71 0.73
7 Days Ago 0.16 0.17 0.66 0.67
30 Days Ago 0.14 0.15 0.60 0.64
60 Days Ago 0.14 0.15 0.57 0.62
90 Days Ago 0.14 0.15 0.57 0.64
EPS Trends Current Qtr.
Jun 10 Next Qtr.
Sep 10 Current Year
Dec 10 Next Year
Dec 11
Current Estimate 0.17 0.18 0.71 0.73
7 Days Ago 0.16 0.17 0.66 0.67
30 Days Ago 0.14 0.15 0.60 0.64
60 Days Ago 0.14 0.15 0.57 0.62
90 Days Ago 0.14 0.15 0.57 0.64
Die Quartalsdividende für Q2 verbleibt bei 0,17$, aktuell 17,1% p.a.
Jefferies sieht höheres Ziel
Jefferies comments on CIM 7-Jul-10 10:07 am Reported on Briefing.com at 7:42am today. First note on Yahoo for CIM today.
Target price $4.25 with very strong positive opinion..
gestern: Chimera Investment Corp. CIM 3.73 +0.22 (6.27%)
Jefferies comments on CIM 7-Jul-10 10:07 am Reported on Briefing.com at 7:42am today. First note on Yahoo for CIM today.
Target price $4.25
with very strong positive opinion.. gestern: Chimera Investment Corp. CIM 3.73 +0.22 (6.27%)
meine erste Chimera Divi wurde eingebucht
Q3-Dividende 0,18$
Es wurde heute eine Kapitalerhöhung mit 125 Mio. Aktien bekanntgegeben.
Antwort auf Beitrag Nr.: 40.441.255 von Ulf-Imat am 02.11.10 23:05:16das erklärt den grossen Preisverfall der letzten Tage. Wie wirkt sich die Kapitalerhöhung auf die Dividendenpolitik aus?
VG teilewicht
VG teilewicht
CHIMERA INVESTMENT CORP (CIM) CEO Matthew Lambiase buys 50,000 Shares
CEO, President and Director of CHIMERA INVESTMENT CORP (CIM) Matthew Lambiase buys 50,000 shares of CIM on 11/10/2010 at an average price of $4 a share.
Chimera Investment Corp Common Stock has a market cap of $3.58 billion; its shares were traded at around $4.05 with a P/E ratio of 6.3 and P/S ratio of 12. The dividend yield of Chimera Investment Corp Common Stock stocks is 17.8%.
CEO, President and Director of CHIMERA INVESTMENT CORP (CIM) Matthew Lambiase buys 50,000 shares of CIM on 11/10/2010 at an average price of $4 a share.
Chimera Investment Corp Common Stock has a market cap of $3.58 billion; its shares were traded at around $4.05 with a P/E ratio of 6.3 and P/S ratio of 12. The dividend yield of Chimera Investment Corp Common Stock stocks is 17.8%.
!
Dieser Beitrag wurde moderiert. Grund: auf eigenen Wunsch des Users
Q4-Dividende 0,17$
Ich denke dieser "Wert" ist shr abhängig von der Zinsentwicklung aber momentan seh eich keine Gefahr, dass die FED die Zinsen anhebt, die Amis haben so viel Schulden und die wollen das der Dollar schwach bleibt !
Wenn sie die Zinsen anheben würde deren Währung nur steigen, da die Wirtschaft schlecht läuft, ist die Kaufkraft in den USA zudem schwach.
Ich werde wohl Chimera auch kaufen, bin von denen überzeugt, gutes KGV, gute Gewinne, gutes Umfeld usw...
Bin dabei
Wenn sie die Zinsen anheben würde deren Währung nur steigen, da die Wirtschaft schlecht läuft, ist die Kaufkraft in den USA zudem schwach.
Ich werde wohl Chimera auch kaufen, bin von denen überzeugt, gutes KGV, gute Gewinne, gutes Umfeld usw...
Bin dabei
Q1-Dividende wird gekürzt von 0,17$ auf 0,14$.
Q2-Dividende wird nochmals gekürzt auf 0,13$, die Dividende der Mutter Annaly Capital Mgmt. hingegen erhöht von 0,62$ auf 0,65$.
Nur, um den Thread mal wieder zu "aktualisieren"
Interessanter Artikel zur Thematik
http://seekingalpha.com/article/346431-money-mortgage-invest…
Interessanter Artikel zur Thematik
http://seekingalpha.com/article/346431-money-mortgage-invest…
Erneute Reduzierung der Quartalsdividende, nunmehr noch 0,09$.
Ich habe mir letztes Jahr 200 Stk. Chimera für ca. 550 EUR in mein Dividenden Depot gekauft. http://finanzielle-freiheit-dividende-blog.de/mein-dividende… Für mich eine nette Beimischung zu den Dividenden Aristokraten Positionen.
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