Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 walfieon May 07, 2014 9:26am
171 Views
Post# 22532781

Shale Gas

Shale GasI just had to respond to BOULIGNY Blog of a few days ago.  He brought to our attention an article by a group called the "OUTSIDER CLUB".  This article brought back memories of a visit I made, with my RIG WELDER brother in law, in the middle of winter, to a drill sight in Southern Saskatchewan in the HEART of the Brakken field.  It was around mid night & he said he had to weld a component on this drill rig.  He also said I should go to the trailer where the head guy stays & keep warm.  Later I found out that this fellow was half owner of this rig.

I asked him if there were any companies in the Brakken Field he would recommend I should invest in?  He was very candid & said I should be very careful of investing in companies that have only interest in the Brakken Field.  I asked him why was that.  He said the Brakken Field wells, when they are first drilled, come on like gang busters, but they tend to peter out a lot sooner then the conventional drilled wells.  The Frack Well has, on average, a much shorter life span then a regular drilled well.

I went away with this information & internalized it & have been shy ever since to invest in a company that solely uses this method.   Had I not met this fellow I would have probably invested in one of the oil/gas companies in the Brakken play.  Do your own DD  
Bullboard Posts