Q: (1) I own Eclipse (ERM) for yield, what are your thoughts on holding this stock? (2) Is it in the exact same area as Atrium Mortgage and MCAN Mortgage Corp which I also own?
(3) These stocks in the Mortgage area represent ~ 6% of my portfolio, for diversification and safety, what % allocation of these stocks would you recommend I hold or sell or are there better choices? Thanks!