Seeking Alpha
  • Ocean Man
    AGNC up 0.9%, NLY down 0.8%. Again. Same old story. Over and over and over again. YTD AGNC has outperformed NLY by more than 21%.
    Reply (5)
    • Ocean Man: Here are some others that are better than NLY: EFC up 1.9% today and NCT up 3.4% today. Long both.
    • Ocean Man: YTD EFC has outperformed NLY by 24% and NCT has outperformed NLY by 60% (and both have outperformed AGNC as well).
    • John Rayhall: Would you buy any of them here?
    • Ocean Man: Yes for EFC and NCT. I'd buy mREITs that recently had a secondary, o/wise wait and buy on a 5% drop from a secondary.
    • John Rayhall: Ok thanks for the advice :)
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