• Joseph P. Porter
    If AGNC is tipping its hand about a secondary offering, is it doing it way too soon? > 4% drop in price in one sitting.
    9/19/12
    Reply (5)
    • DaLatin: Waiting for a wave of secondaries at these high prices.. Patience
      9/19/12
    • DaLatin: Remember RNF switch ? Another 52 weeker 2day.. And same yield as NLY now
      9/19/12
    • Joseph P. Porter: Not sure. RNF looks good, but not sure where to pull the money from. Used NLY proceeds to get AGNC before ex-div. Will see what happens.
      9/19/12
    • DaLatin: Waiting for a secondary of AGNC.. Last time I bought on bot selloff down to 30.50. 4 days later it was back to 35
      9/19/12
    • Robbster: AGNC looks resillient, as secondaries go directly to asset purchase > drives book, which is the primary component of share price for mREITs.
      9/19/12