at Nasdaq.com (Dec 26, 2014)
Increasing book value in Q4 while most other agency REITs declined, American Capital Mortgage (MTGE) CIO Gary Kain says it was all about great performance in its non-agency holdings. But, ask an earnings caller (transcript), only 10% of assets were in non-agencies. Don't forget capital allocation, says Kain - 30% of the firm's capital was in the non-agency sector. It's a number sure to come down in Q1 as Kain says the better opportunities now are in agency MBS.
How did this change your view of ?
More Bullish More Bearish It Didn't
This impact ()
Thanks for sharing your thoughts.
Submit & View Results
From other sites
at Nasdaq.com (Dec 19, 2014)
at Zacks.com (Nov 19, 2014)
at Zacks.com (Nov 13, 2014)
at Zacks.com (Nov 6, 2014)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs