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PR Newswire (May 16, 2013)
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PR Newswire (May 10, 2013)
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American Capital Agency Corp. Q4 2009 Earnings Call TranscriptMon, Feb 8, 2010
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American Capital Agency Q4 2008 Shareholder CallThu, Feb 5, 2009
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PR Newswire (May 16, 2013)
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PR Newswire (May 10, 2013)
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PR Newswire (May 8, 2013)
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at MarketWatch.com (Apr 24, 2013)
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PR Newswire (Apr 24, 2013)
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PR Newswire (Apr 16, 2013)
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at CNBC.com (Mar 26, 2013)
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PR Newswire (Mar 11, 2013)
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PR Newswire (Mar 7, 2013)
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PR Newswire (Feb 28, 2013)
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PR Newswire (Feb 27, 2013)
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at CNBC.com (Feb 21, 2013)
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PR Newswire (Feb 20, 2013)
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PR Newswire (Feb 7, 2013)
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PR Newswire (Jan 30, 2013)
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at CNBC.com (Jan 15, 2013)
AGNC vs. ETF Alternatives
Company Description
American Capital Agency Corp. was organized on January 7, 2008, and commenced operations on May 20, 2008 following the completion of our initial public offering (“IPO”). In connection with the IPO, we sold ten million shares of our common stock at $20.00 per share for net proceeds of $186... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, February 7, 12:10 AM Notable earnings after Thursday’s close: AGNC, ALNY, ASYS, ATHN, ATVI, AVNR, CSTR, DCT, FLT, G, HAS, LNKD, MCHP, NCR, NFG, NUAN, OPEN, PRI, RGC, RSG, RVBD, SNCR, SPWR, TSRA, UBNT, WWWW, XL Comment! [Earnings]
- Wednesday, February 6, 5:35 PM Notable earnings after Thursday’s close: AGNC, ALNY, ASYS, ATHN, ATVI, AVNR, CSTR, DCT, FLT, G, HAS, LNKD, MCHP, NCR, NFG, NUAN, OPEN, PRI,RGC, RSG, RVBD, SNCR, SPWR, TSRA, UBNT, WWWW, XL Comment! [Earnings]
- Wednesday, January 30, 5:36 PM More on Capstead Mortgage (CMO) Q4 earnings: Net interest margin declines 17 bps to a barely visible 1.13%. The 2.2% fall in book value may not bode well for fixed-rate agency REITs. Company repurchased $35M worth of shares in Q4 after $100M authorization on Oct. 30. "We expect 2013 results will be more stable," says Capstead, noting most of the mortgages it holds have rates below prevailing fixed mortgage rates. Shares -0.4% AH. Conference call tomorrow at 9 ET. (PR) 2 Comments [Earnings, Financials]
- Tuesday, December 18, 2012, 10:32 AM Ellington Financial (EFC +1.5%) gains as Thomas Lott points it out as a cheaper, better-performing alternative to many of its peers in the mREIT industry. The company is actually a partnership - a good thing, writes Lott, as it allows management investment flexibility not available to REITs. The CIO is former Kidder mortgage trader Mike Vranos, who recently picked up more shares, and now owns 12% of the company. Comment! [Financials, On the Move]
- Friday, December 14, 2012, 4:39 PM American Capital Mortgage (MTGE) - the hybrid mortgage REIT brother of American Capital Agency (AGNC) - maintains its quarterly dividend at $0.90. (AGNC earlier). MTGE +0.7%, AGNC +2.3% AH. (PR) 4 Comments [Financials]
- Friday, December 14, 2012, 4:20 PM American Capital Agency Corp. (AGNC) declares $1.25/share quarterly dividend, in line with previous. For shareholders of record Dec. 27. Payable Jan. 28. Ex-div date Dec. 24. Shares +2.3% AH. (PR) 11 Comments [Dividends, On the Move]
- Friday, December 14, 2012, 4:16 PM There's no dividend cut for American Capital Agency (AGNC), which holds its payout at $1.25/share. There's no special dividend either, meaning the company likely was able to buck up the regular payment by using capital gains from the sale of MBS. Shares +1.8% AH. (PR) 24 Comments [Financials]
- Wednesday, December 12, 2012, 1:09 PM A check of mortgage REITs as the Fed looks to continue banging away at their net interest spread: Among the pure-agency REITs, HTS, which slashed its dividend last night, -2.3%. Also, AGNC -1.2%, but NLY +0.8%. The non-agency players mostly fare better, DX -0.1%, IVR -0.3%, EFC -0.1%. 35 Comments [Financials]
- Tuesday, December 4, 2012, 10:04 AM Leveraging a bond yielding 1.5%-2% by 8X is not a great business, writes David Schawel, remaining bearish on pure-agency mREITs. Dividends - and share prices along with them - will be cut more than expected next year. How about non-agency? Maybe too popular, he says. "Every hedge fund is suddenly an expert." (other ideas instead: I, II) 22 Comments [Financials]
- Wednesday, November 28, 2012, 1:30 PM Trading mortgages has become like trading housing policy futures, says Western Asset Mortgage (WMC) CIO Stephen Fulton, only half-jokingly. Like most mREIT managements, Western downplays the risk of radical FHFA policy changes. Similar to AGNC, the firm continues to find value (presentation) in less-likely to be refinanced lower loan balance mortgages. Comment! [Financials]
- Tuesday, November 27, 2012, 10:35 AM More from JPMorgan on MBS: The mREITs will continue to purchase agency MBS even with the Fed dominating the market, says Matthew Jozoff, noting the firms weren't sellers even during the financial crisis. With their stock prices already below book value (pg. 14), the main threat to mREITs would be a termination of repo funding or a massive MBS sell-off - neither very likely according to Jozoff's team. 15 Comments [Financials]
- Thursday, November 15, 2012, 7:16 AM More from AGNC CEO Kain at yesterday's investor conference: Addressing a possible hike in the dividend tax rate, Kain notes mREIT dividends aren't facing a tax increase as they never qualified for the discounted rate in the first place. They've always been taxed as ordinary income. (transcript, now available) 3 Comments [Financials]
- Wednesday, November 14, 2012, 8:59 PM "There is some reason for concern here," says American Capital (AGNC) CEO Gary Kain, telling conference-goers mREIT investors have good cause for hitting the sell button. However, he says, a portfolio of Agency MBS can be constructed that both limits prepayment risk and provides an adequate yield. He urges close study of page 14 of his presentation - a slow prepaying, 30-year, 3.5% MBS purchased with 7X leverage can yield double-digits, and that's where he feels AGNC's portfolio is positioned. 9 Comments [Financials]
- Wednesday, November 14, 2012, 2:30 PM A double-take is necessary to believe some of the handles in the mREIT sector, undergoing another savage selloff as the Fed hints at even more QE. The pure-agency REITs - in direct competition with the Fed for paper - are hit hardest. AGNC -3.4%, ARR -8.1%, CMO -4.9%, WMC -7.1%, to name a few. 53 Comments [Financials]
- Tuesday, November 13, 2012, 9:48 AM They're calling it the "DeMarco Trade," and it's nailing mortgage REITs (at least those who focus on Agency paper) already stung by vanishing interest spreads. Agency MBS paper has been falling in price since the election, as Ed DeMarco's days as FHFA chief seem numbered, paving the way for principal forgiveness, "the mother of all pre-payment waves." 40 Comments [Financials]
- Wednesday, November 7, 2012, 9:40 AM It's a jittery mortgage REIT sector as last night's election assures the Fed will continue to strangle the leveraged operators' net interest margins. Annaly (NLY -2.8%) - the purest of the pure-play agency REITs - still reeling from Monday's poor earnings, leads to the downside. AGNC -2%, TWO -2.3%, HTS -2.1%. 27 Comments [Financials, On the Move]
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Mike Maher
With $AGNC trading likely at or below BV, the possibility of an offering are greatly reduced. They may even be buying back shares down here - View all 5 replies
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NickS2001: Yeah, agreed. As tempting as it is I'll avoid for now and enjoy the ride. :) -
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soboroboro24
what to do $AGNC $ACAS $WMC what to do cut the loses an run or stick hope for a recuperation - View all 7 replies
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LATEST REPLIES
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Vampyroteuthis infernalis
Wouldn't be surprised if $AGNC announced a secondary pricing closer to the book value of $31.64 before the March dividend. What say you ? - View all 6 replies
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Vampyroteuthis infernalis: This is a good sign, it means they'll have more money to pump into TBA rolls.
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Jack Rice: Both cool but mtge may have more growth headroom if you want that to go with the div. & mtge can move in & out of agency MBS. I'm long both.
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Joseph P. Porter: Sorry, Joe - this thread hasn't been touched in almost 5 months. No longer into mREITs, Check with a more current thread.
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Inteli-Mate.Com: What do you think? I disagree with you on facebook, but it is a little too high now! Be ready for a market correction soon! Lovely day!
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mitrado: With a PE over 300, I don't care for FB. Too speculative for me. I stay away from AMZN & LNKD for the very same reason.
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Birdman4213: I was wondering the same thing, ChuckJ...I was expecting it to be this week, but not sure anymore
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Connermalrose: umm well i shorted zillow at the ipo and took a pinch but it was my first short ever and it was an experiment i lost a few hundred bucks on
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Todd Johnson
$AGNC $AAPL Dividend Lab Newsletter: Holiday Special for SA readers. Please pm or email me for details. I provide + results. Period. Todd - View all 2 replies
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tennis111: How much does your newsletter cost? Thanks. Marty idontlob@aol.com
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ChuckJ: No, but some people are speculating on after close of the market today. ChuckJ
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