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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

Post by CravenRaven101on Feb 13, 2012 5:09pm
266 Views
Post# 19527864

I am not short!!!

I am not short!!!

At least that's what I keep telling my pro basketball playing wife... ( that's humor... ) In any case... at the current price elvel it's my assertion that the stock price is too low... that at its current price it is far too attractive for shorts to NOT work it like a 2 bit... ummm... lady of ill repute... a late rise only means an early dump tomorrow morning... such is the pattern for these guys...

The second shoe to fall... is going to be 4th qtr/year end... and forward guidance... IF you haven't factored reduced income, reduced reserves, reduced line of credit, reduced spending and less drilling activity (overall) then take a second look at your 2012 exit target... because belt tightening is going to be the theme for 2012...

any dispositions... would only serve as short term spikes... one might prefer to unload a piece of their action and put it to work... where value is being created in stead of being sold to cover mgmt's behind... I still think... PMT woud be doing a greater service to shareholders by selling its self whole instead of the slow peeling of it's own flesh...

 

as always it's just MY opinion... git yer own.

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