Seeking Alpha
  • Ocean Man
    $AGNC.... that is just way beyond what I had in my mind as the worst numbers you could possibly report.
    5/2/13
    Reply (13)
    • C D: How low do you think it will go?
      5/2/13
    • inandoutnevertoolate: OM are you in $AGNC or just $ACAS?
      5/2/13
    • Ocean Man: Well, the book value dropped more than 2 1/2 bucks... Will people still think it deserves a premium to book? That's another buck and a half.
      5/2/13
    • Chines33: Yikes
      5/2/13
    • Rubenov: I'm guessing a dividend cut is coming if not next quarter then the next.
      5/2/13
    • soboroboro24: so ACAS is goin to drop twmorrow also big time
      5/2/13
    • Ocean Man: No position in AGNC, but the $MORL I sold yesterday has a 20% weight on AGNC and is 2x leveraged.
      5/2/13
    • soboroboro24: i was goin to buy $MORL today
      5/2/13
    • Ocean Man: ACAS dropped 1.1% on the news, then rose back up and is only down 0.2% now. It has some effect on ACAS, but nothing you'd call big time.
      5/2/13
    • Dividend Living: May be the best sale of the year on $MORL tommorrow, but this definately has me re-evaluating the year outlook for mREITs.
      5/2/13
    • Rubenov: $ARR down AHs also...
      5/2/13
    • mrmedusa: $MORL down 5.3% AH.
      5/2/13
    • Ocean Man: $WMC -5.5%, $CYS -2%, $HTS -2%, $CIM -2% in sympathy.
      5/2/13