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Todd Johnson
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Updated: 06.19.13 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
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  • 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
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  •  
    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
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