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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 shambano1on Apr 07, 2016 9:44am
71 Views
Post# 24740182

PMT and NG prices

PMT and NG pricesinvesting in PMT or maybe the correct term is speculating in PMT is about 3 words.

natural
gas
pricing

all other considerations take a back seat;
1-assets or NAV of 5 bucks
2-management
3-riddell family ownership
4-TOU share ownership
5-high leverage
6-high NG storage in USA
7-LNG exports from USA
8-shut down of coal fired power generators
9-maintenance shutdown of nuclear facilities and questions about their future

if you beleive that NG prices have hit bottom and are going up at a time when traditionally they go down, then you might be able to make some proift tradign PMT.

if you beleive that NG prices are heading lower for a multitute of reasons then stay away form PMT or any other NG focused company.

it's a simple investment thesis.

are there are other NG fucysed companies, sure there are and most have leverage just like PMT.  I don'tm recommend putitng all your eggs in the NG basket at this time until  we get a clear indication of produciton but then again by the time we get an indication the smaert money will have already established a position.

don't forget we the public or mr and mrs retail are the last to find out anything regarding investing.

oh well GLTA
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