As if I wasn't having enough fun with TSRA declining, now there is a good chance that DFR will drop a lot on Monday. They keep shrinking in size and that will have an impact on how much they will earn.
interesting move to not do the corporate debt anymore in the principal side -- first reaction is that is probably better for lowering risks but not sure that it won't lead to lower income.
if an early estimate is right -- that they might pay 1.20 in 2008 -- that would still amount to a big yield on the current price.
more after the call
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