Forum List » Value Ideas and Strategies
Share and discuss value investing ideas and investing strategies.
New Topic
Goto Thread: PreviousNext
Goto: Forum ListMessage ListNew TopicLog In
Chimera Investment Corp. (CIM) - Conviction Buy
Posted by: Cosmopolite (IP Logged)
Date: November 17, 2010 01:20PM

The case for Chimera Investment Corporation (CIM) in numbers;

Dividend Yield: 17.3%

Earnings Yield: 15.2%

Margin of safety estimate: 66%

Fwd price-to-earnings ratio: 5.6

PEG: 0.7

P/B: 1.2

Gross margin: 94.7%

Steadily increasing revenue and operating cash-flow

The yields alone make this a very attractive investment in a range-bound market environment struggling for direction, it's money in the bank. Insider buying is very heavy - no sells. George Soros and Whitney Tilson is also onboard.

Please let me know what You think.


JK Andersson

Disclosure; I hold a position in this stock.

Stocks Discussed: CIM,
Rate this post:

Rating: 2.3/5 (4 votes)

Re: Chimera Investment Corp. (CIM) - Conviction Buy
Posted by: softdude2000 (IP Logged)
Date: November 22, 2010 09:19PM

ALLLL is good except I dont know how to estimate qualitatively or quantitatively future prospects! Even though I am not an expert, for something like WFC I can atleast check few parameters like net interest margin, cross selling, low interest deposit growth, reserves, losses etc. For CIM I dont know where to start.

Stocks Discussed: CIM,
Rate this post:

Rating: 3.0/5 (2 votes)

Sorry, only registered users may post in this forum.

Please Login if you have an account or Create a Free Account if you don't
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat