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September 2023
Update on CIM-B: Floating Rate Confirmed, Target Updates, Alternatives
Chimera Investment Corporation (CIM) filed a form 8-K this morning. The form states a few things definitively: CIM-B (CIM.PB) (CIM.PR.B) will be…
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ColoradoWealthManagementFund
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/24/2023
Hi subscribers. We aim to retain the same layout from week to week. The layout is carried over from last week. Weekly Notes From CWMF Positions…
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ColoradoWealthManagementFund
Trade Alert
As referenced in the September Portfolio Update, I’m favoring fixed-to-floating shares over fixed-rate shares. We’re raising exposure on two of the…
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ColoradoWealthManagementFund
WPC: Slam Dunk? Rejected.
W.P. Carey (WPC) came out with a plan that could've been great. It could've been. Or in other words, it wasn't. Let's be clear. I'm not pulling any…
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ColoradoWealthManagementFund
Tower REIT Notes from CCI’s Latest Conferences
The Tower REITs are headed to conferences to tell analysts why the business is still growing. Several presentations have already been made. I’m pulling…
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ColoradoWealthManagementFund
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/17/2023
Hi subscribers. We aim to retain the same layout from week to week. The layout is carried over from last week. Weekly Notes From CWMF Positions: On…
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ColoradoWealthManagementFund
2
Update on CIM-B
After more than two weeks, investor relations at Chimera Investment Corporation (CIM) responded to investor requests for explicit details on their plans…
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ColoradoWealthManagementFund
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 09/10/2023
Hi subscribers. We aim to retain the same layout from week to week. The layout is carried over from last week. Weekly Notes From CWMF Positions: I…
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ColoradoWealthManagementFund
Trade Alert
As referenced in the September Portfolio Update, I’m favoring fixed-to-floating shares over fixed-rate shares. The run higher in Treasury yields over…
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ColoradoWealthManagementFund
Portfolio Update - September: Market Stumbles, Alpha Improves
One of the series we provide on our premium service is the monthly portfolio update. Since we’re posting the September update, I’ve removed the paywall…
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ColoradoWealthManagementFund
Trade Alert
This latest trade is just about relative price movements and the swing in yields. Treasury yields have been climbing rapidly. It's been putting quite a…
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ColoradoWealthManagementFund
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