Seeking Alpha

Todd Johnson's  Instablog

Todd Johnson
4,900 Followers
80 Following
Send Message
Updated: 05.05.13 Hello, My name is Todd Johnson. I’m a family man, sports fiend, health nut, technology buff, long-time stock investor and a very lucky mountain climber – hardly enough to completely distinguish me from many 50 year-old males living in Albuquerque, or anywhere else for that... More
My company:
Todd Johnson - DividendLab.com
My blog:
DividendLab
  • Great $AGNC Quarter 5 comments
    Feb 6, 2012 9:01 PM | about stocks: AGNC
    bvps increased from $26.98 to $27.71. Gary has the divvy set for $1.25, $5/year. This is a 16.67% yield on AGNC.

    Very solid quarter. Divvy cut expected. TJ

    Disclosure: I am long AGNC.

    Stocks: AGNC
Back To Todd Johnson's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

This post has 5 comments:

Track new comments on this article
  •  
    Pretty nice. Gave an opportunity to grab some more. What I find interesting is the gap between their pre-payment risk forecast and their actual. Pretty conservative bunch and their leverage reflects the same philosophy. I like these guys.
    7 Feb 2012, 10:23 AM Reply Like
  •  
    They are very good. Good to hear from you Dave. TJ
    7 Feb 2012, 06:04 PM Reply Like
  •  
    The conference call certainly didn't lead me to believe a divvy cut was coming. Gary Kain gave the usual "market conditions will dictate" line, but then also said the current dividend level was "appropriate" (I think the word he used). Distributable cash also looked good. Also said favorable financing should last as long as QE infinity. I think they hold at $1.25.
    11 Feb, 12:09 PM Reply Like
  •  
    A cut is coming.
    11 Feb, 08:23 PM Reply Like
  •  
    Any guess as to timing or amount?
    Q4 Div was declared 12/14/12. That would put Q1 announcement around 3/14/13. My guess.
    Surprised you don't have a CVRR link on the homepage.
    I just found your blog and enjoy it.
    13 Feb, 01:30 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

  • Is there any risk in the market when Bernanke buys $85b in QE19? Will Bernanke ring a bell for us? dividendlab.com
    May 7, 2013
  • $AAPL Breaking News Repeated Every Day. 50,000 Analysts Parroting the same info day-after-day. Hopefully media frenzy ends.
    Apr 24, 2013
  • $HCP, $HTA, $VTR 3 Healthcare REITs For Dividend Investors http://bit.ly/XAFndA
    Apr 14, 2013
More »

Latest Comments


Most Commented
Posts by Themes
a, aaa, Agricultural Chemicals, agriculture, basic materials, biotech, Biotechnology, biotechnology, books, Business Development Corporation, CEF, closed end fund, closed end funds, Commodities, commodities, dividend, dividend idea, dividend idea , Dividend Ideas, dividend ideas, dividend investing, dividend quick lists, dividend quick listts, dividend quick pick list, dividend quick pick lists, Dividend Quick Picks Lists, dividend-ideas, dividend-quick-picks-lists, DividendLab.com, dividends, dont-tag-as-pro, Drug Manufacturers - Other, energy, ETFs Portfolio Strategy, fertilizer, finance, Finance, Financial, financial, financial , financials, ge, Going Private, Healthcare, hedge, income, income for investing, income investing, income investing strategies, Income Investing Strategy,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.