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William Packer

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  • William Packer
    $AGNC down when MBS and treasury prices are both up. Cute. It's like pulling teeth to get this stock to go up.
    19 hours ago
      • William Packer
        Why doesn't $AGNC spend some time searching for more IO bonds? Are they that worried about contraction risk, really?
        Sat, 2:50 PM
        Reply (2)
        • William Packer: I know it's hard to find a enough to move the needle, but over time you would think... you could add over there.. and get somewhere.
          Sat, 2:56 PM
        • Darren McCammon: an article, or a section in an article, explaining IOs and how contraction risk effects them would be interesting.
          Sat, 6:12 PM
          • William Packer
            Dividend increase + scottish yes vote.. cause yields on bonds to drop materially, $AGNC stock to increase. Possible... we will see.
            Thu, 11:22 AM
              • William Packer
                Nice move up in $MTGE today. $AGNC flat.
                Wed, 11:15 AM
                  • William Packer
                    $AGNC dividend increase still possible.. could be reported as early as tonight. $0.75 estimated. 0.10 increase.
                    Wed, 10:39 AM
                    Reply (23)
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                    • William Packer: So as silly as this might sound.. I see rates on bonds going much lower in the future.
                      Thu, 8:18 PM
                    • Rob1492: I agree with most everything you say.... maybe we continue to get a rise in rates for some period but I can't see the 10 year breaking 3%
                      Thu, 10:43 PM
                      • William Packer
                        Bought 190 Sept weekly $23 calls today @ 0.08!!! Cheap considering fed announcement and all data throughout + dividend announcement. $AGNC
                        Sep 12, 1:41 PM
                        Reply (4)
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                        • William Packer: You can't buy at the bid sadly lol. Only sell at the bid. ;)
                          Sep 12, 6:43 PM
                        • William Packer: if we get fed announcement that keeps language the same and you get AGNC dividend announcement and you get bad economic data and lower 10 yr
                          Sep 12, 6:44 PM
                          • William Packer
                            Agency mbs spread to treasuries looking good today. half the damage. Like it. NAV should hold up well. $AGNC $MTGE
                            Sep 12, 12:22 PM
                            Reply (2)
                            • William Packer: Hedges are offsetting the losses, funny that NAV actually is up today because of the spreads. Too bad no one else knows that ;)
                              Sep 12, 12:23 PM
                            • Hjorleif: I was thinking its fortunate no one else knows that; I basically just picked up a free quarters worth of dividends with todays purchase
                              Sep 12, 1:03 PM
                              • William Packer
                                $AGNC $MTGE, yields have experienced a slight spike... but if you look at the larger chart.. it's nothing to get concerned with. It's normal
                                Sep 10, 7:59 PM
                                Reply (2)
                                • William Packer: I think that yields will recovery some ground in the days ahead. On a longer term basis.. i think range-bound between 2.2 and 2.8 on 10s.
                                  Sep 10, 8:00 PM
                                • William Packer: AGNC will have to resort to trading activities to build NAV over time. They are known for their trading skills. see Q2 2012 presentation.
                                  Sep 10, 8:01 PM
                                  • William Packer
                                    $MTGE is going to go up to $23.50 to $24 over the next couple months. Break out ALERT. Current price $20.45. Look at 30 yr 4.0 MBS.
                                    Aug 28, 10:34 PM
                                    Reply (17)
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                                    • William Packer: But someone has to wake them up!!! I'm doing them a favor.
                                      Aug 30, 11:41 AM
                                    • Rob1492: Best response on here all week ;)
                                      Aug 30, 12:31 PM
                                      • William Packer
                                        $PSEC makes for a good short here at $10.26. Maybe short it and pair it off with another BDC to offset dividend costs.
                                        Aug 28, 8:20 PM
                                        Reply (1)
                                        • Teriee: Tried to short it, but Etrade didn't have the available shares
                                          Aug 29, 5:18 AM
                                          • William Packer
                                            Looking for Ukraine drama to play out over the weekend and into next week. Long $AGNC @ 23.325, 19000 shares. Yields to fall. $MTGE
                                            Aug 22, 1:29 PM
                                              • William Packer
                                                This appears to be the turning point in yields. $AGNC $MTGE $AMTG. Yields unlikely to retest the 2.3% level, more likely to rise from here.
                                                Aug 20, 3:16 PM
                                                Reply (35)
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                                                • William Packer: out of AMTG and back into AGNC @ 23.325
                                                  Aug 22, 12:25 PM
                                                • William Packer: 19000 shares
                                                  Aug 22, 12:25 PM
                                                  • William Packer
                                                    Bought 27,000 shares @ 16.39 cost today of $AMTG. I see higher home prices coming after this weeks data. AMTG has a lot of subprime floaters
                                                    Aug 19, 4:46 PM
                                                      • William Packer
                                                        As I was saying. we are closing in on 2% for the 10 year bond. It wants to go there or lower. $AGNC, $MTGE
                                                        Aug 15, 11:28 AM
                                                        Reply (1)
                                                        • William Packer: Book value on $AGNC could be $31 to $33 by year end.
                                                          Aug 15, 11:28 AM
                                                          • William Packer
                                                            Bought $TWO, $HTS, $CHMI, $NLY, $AGNC, $MITT, $MTGE, $EFC, $AI, $EARN, $CYS, $WMC. Equal amounts, except for EARN is 1/3 size.
                                                            Aug 8, 3:14 PM
                                                            Reply (27)
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                                                            • William Packer: non-agency is TOXIC and I don't want to be anywhere near it when thing it the fan. It's all overpriced now.
                                                              Aug 13, 11:15 AM
                                                            • William Packer: Priced to perfection!
                                                              Aug 13, 11:16 AM
                                                              • William Packer
                                                                US stock prices are up. Bond prices are up big over last 2 days. $AGNC stuck in the mud. WHAT'S THE PROBLEM?
                                                                Aug 8, 1:05 PM
                                                                  • William Packer
                                                                    And there it is 2.38% in over night markets on 10s. $AGNC
                                                                    Aug 7, 9:58 PM
                                                                    Reply (2)
                                                                    • William Packer: Yields falling fast
                                                                      Aug 7, 9:58 PM
                                                                    • William Packer: AGNC just keeps getting cheaper via asset appreciation
                                                                      Aug 7, 10:00 PM
                                                                      • William Packer
                                                                        Bought 190 $AGNC Aug 16 2014 23 Call 9 Days to Expiration @ cost of 0.32.
                                                                        Aug 7, 4:01 PM
                                                                        Reply (3)
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                                                                        • William Packer: You would think $AGNC was selling natural gas based on the price action today.
                                                                          Aug 7, 5:31 PM
                                                                        • William Packer: People just don't understand this stock
                                                                          Aug 7, 5:32 PM
                                                                          • William Packer
                                                                            Bought $AGNC (Weekly) Aug 8 2014 23.5 Call 1 Days to Expiration, 190 contracts @ 0.02 cost.
                                                                            Aug 7, 12:04 PM
                                                                            Reply (12)
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                                                                            • William Packer: I pay $7 a trade @ TD.
                                                                              Aug 7, 1:10 PM
                                                                            • William Packer: I like the thinkorswim platform and i'm willing to pay more to use it.
                                                                              Aug 7, 1:11 PM
                                                                              • William Packer
                                                                                I have no position in $WMC now. Moved into $AGNC today. 19000 shares.190 $23 weekly puts @ 0.05/share cost. Good deal.
                                                                                Aug 6, 5:50 PM
                                                                                Reply (30)
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                                                                                • William Packer: That is just the way I see it. I don't think we have hit some kind of escape velocity.
                                                                                  Aug 7, 10:27 AM
                                                                                • William Packer: In most of my client accounts, investors were short MITT and long WMC. That trade paid for them today.
                                                                                  Aug 7, 10:29 AM