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John M. Yenkes

 
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  • 14% Dividend Stocks Offer High Returns And High Risks [View article]
    I bought more TWO today along with new positions in CYS, HTS, DX, and CHKR. I'm looking for a secondary from AGNC, or at least a technical correction, and will buy back in if we get back under $33.
    Jul 13 03:59 PM | Likes Like |Link to Comment
  • 14% Dividend Stocks Offer High Returns And High Risks [View article]
    Todd,

    Great article and very timely. AGNC has been my largest single portfolio position since I bought in October of last year. Yesterday I sold all my shares at $35 as I think we will see a short term pull back that brings us closer to book value, and because the capital gain was more than I originally imagined it would be and I wanted to take some profit. My question is twofold. First, I still like AGNC as a long term hold, so provided I'm correct and we see a short term pull back, what would be the approximate range you suggest to buy back in. Second, I own several other mREIT names (MTGE, AMTG, TWO, PMT, REM), and I'm looking to park the AGNC proceeds somewhere else for the short term. Any suggestions other than HTS and CYS? I also have some traditional REITs and MLPs, and I'd like to stay away from any more exposure to those sectors as well.
    Jul 11 01:40 PM | Likes Like |Link to Comment
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