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American Capital Agency Corp. (AGNC)

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Comments on AGNC

  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    the cost of borrowing will increase for the funds and the distribution yields will decrease if interest rate climb. but it seems like... More »
    Comment by On Going Concern
    Dec 15 14:38 pm |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    They won't. They will be kept low "for an extended period of time." Long NLY. On Nov 24 09:14 PM stocknerd wrote: > Yea, but what... More »
    Comment by drbob66
    Dec 3 02:51 am |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    Yea, but what happens when interest rates climb in 2010?
    Comment by stocknerd
    Nov 24 21:14 pm |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    Actually I think MFA's strategy (3), like IVR's, is more conservative than the others. Some day years from now, when the Fed has printed... More »
    Comment by Taymere
    Nov 11 03:52 am |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    Given that NLY is a buyer of fixed rate MBS their risk stems net interest margin compression that results from the repricing of... More »
    Comment by beaux
    Nov 8 10:41 am |
    Rating: +1 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    MFA has done nothing but go down; however it still pays a good dividend. Hold or sell. Any ideas?
    Comment by 6343escortsr
    Nov 8 09:16 am |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    thanks for insight into all of them as I own all of them. spreads are not going to remain this juicy forever, the challence is when to... More »
    Comment by maryanne
    Nov 7 17:24 pm |
    Rating: 0 0
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    Thank you for trying to clarify a very lucrative but mysterious sector. I've been puzzled by seeing different REITs, which I thought did... More »
    Comment by Alan Young
    Nov 7 15:39 pm |
    Rating: +1 -1
  • Agency-Backed Mortgage REITs at a Crossroads [View article]
    Thank you for the post. I'd be curious to hear more. I've listened to the NLY and AGNC conference calls, and they've both been... More »
    Comment by Crocodilian
    Nov 7 00:26 am |
    Rating: +2 0
  • Equities Update: Mixed Finish for Major Averages [View article]
    Well it wasn't a massacre. Does that make it better than expected?
    Comment by robert.b.ferguson
    Oct 27 18:54 pm |
    Rating: 0 0
  • Equities Update: Mixed Finish for Major Averages [View article]
    I am referencing DRYS,but this really applies to all. Today was just another example of the short-term mentality that pervades this... More »
    Comment by apppro
    Oct 27 17:54 pm |
    Rating: +2 0
  • American Capital Agency Corp.: Dividend Cuts Coming [View article]
    CYS issued a 10% yield, own it, but my AGNC returned much higher, also own HTS....I believe you don't put all of your eggs in one... More »
    Comment by pork7mm
    Oct 24 09:03 am |
    Rating: 0 0
  • American Capital Agency Corp.: Dividend Cuts Coming [View article]
    So the glass is half empty? As a new company AGNC already trades at a significant discount to its competitors. I think the stock price... More »
    Comment by edjgolfer
    Oct 21 19:15 pm |
    Rating: +2 0
  • American Capital Agency Corp.: Dividend Cuts Coming [View article]
    While I do believe AGNC will lower its dividend as capital markets improve, the potential for up-side gain on sale of term securities is... More »
    Comment by Lou Siegs
    Oct 21 17:20 pm |
    Rating: +3 0
  • American Capital Agency Corp.: Dividend Cuts Coming [View article]
    I think you are basically right. The NIM should decline. We have no idea how much as we don't know whether the transactions took place... More »
    Comment by bz1516
    Oct 21 17:16 pm |
    Rating: 0 -2