• Alex Filonov
    Closed $AGNC position
    3/30/12
    Reply (5)
    • Matthew Davis: Why?
      3/30/12
    • Alex Filonov: Read my blog on SA. In short, I think mREITs will have to reduce yields this year.
      4/2/12
    • Matthew Davis: Just about all of them already have. But not for bad reasons. AGNC has become the best in breed now, great management. I will read up.
      4/2/12
    • Matthew Davis: You missed an opportunity to get into NUV very cheap a week ago, now it back up, since you like muni CEFs, NUV is a best in show.
      4/2/12
    • Matthew Davis: AGNC and NLY for example, are positioning for rising interest rates a couple years down the road, and the flatter curve reduced yield yes.
      4/2/12