Seeking Alpha
  • Patrick Harden
    Might add to AGNC on a pullback. Yield still outstanding and reporting is best in class. I prefer AGNC to NLY in this space.
    2/6/12
    Reply (5)
    • evannever: I think you'll get your pullback. First reduction in 2yrs + slight miss = market overreaction for a while. I'll prolly add more to long pos
      2/6/12
    • Matthew Davis: This'll be a great opportunity, most don't understand this is hedging and deleveraging, not bad profits!
      2/6/12
    • northhills24: 28? would be nice.
      2/6/12
    • Matthew Davis: I think it will go lower, 27's probably
      2/6/12
    • Matthew Davis: I am contemplating a put $31 strike for March, any thoughts?
      2/6/12