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PennyMac Mortgage Investment Trust T.PMT


Primary Symbol: PMT Alternate Symbol(s):  PMT.PR.A | PMT.PR.B | PMT.PR.C | PMTU

PennyMac Mortgage Investment Trust is a specialty finance company. The Company invests primarily in mortgage-related assets. The Company conducts all its operations, and makes investments, through PennyMac Operating Partnership, L.P. and its subsidiaries. The Company's segments include credit sensitive strategies, interest rate sensitive strategies, correspondent production, and corporate. The credit sensitive strategies segment represents its investments in credit risk transfer (CRT) arrangements, subordinate mortgage-backed securities (MBS), distressed loans, and real estate. The interest rate sensitive strategies segment represents its investments in MSRs, excess servicing spread (ESS) purchased from PFSI, Agency and senior non-Agency MBS and the related interest rate hedging activities. The Correspondent Production segment serves as an intermediary between lenders and the capital markets by purchasing, pooling and reselling credit quality loans.


NYSE:PMT - Post by User

Comment by CravenRaven101on Aug 30, 2011 5:03pm
290 Views
Post# 18995179

update reads...

update reads......like an upside flyer to those that might be interested in a company looking for the ol' "alternative measures"

I have never been down on PMT's prospects... or their potential for profit... MY issue is a managment group that is reactive rather than proactive... ALL PMT's cash woes and production profile shortfalls could have been avoided had they moved towards liquids production a year earlier...had they moved to a corporate dividend paying model a year before the "deadline" I dare say they would not be sitting on the mountain of debt they now have... OF course you can say that hindsight is 20-20... My answer to that is simply that ... chance favours the prepared... and there are plenty of companies junior, intermediate and senior that saw the NG "glut" coming... there were several trusts that flipped their business model long beofre the deadline and ARE thriving... I EVEN suggest that there is at least ONE dry NG player STILL turning a profit in today's NG market...

In any case... I like PMT... they are going to make another company proud to own those assets Shammy is only to glad to hawk on PMT managment's behalf. It's just a shame manamgent wasn't doing that when the share price was challenging 52 week lows...

GLTA... it's MY opinion git yer own...
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