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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 Feb 22, 2017 3:57pm
78 Views
Post# 25879294

PMT looks interesting again

PMT looks interesting againnew private placement and debt issue gives PMT running room.

I need to get up-to-date on hedges for 2017/18 and capital budget for 2017.

I don't see any major deals this year, they are just going to crank out more NG wells and increase production to fill processing plant which will help to lower costs.

NG getting killed last few days due to warm weather  and maybe justified to an extent but weather in no longer the only factor to weigh, with increased exports to mexico and LNG production and exports.

current price rtange looks attractive, considering their new 13% ownership interest, these guys don't invest in losing companies.

oh well, I think there is some value here at 1.69 range and I will be buying from here and lower if opportunity presents itself but please DYODD

NG will be volitile this year due to increased produciton from shale fields , both oil and NG
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