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PR Newswire (May 10, 2013)
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PR Newswire (May 10, 2013)
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PR Newswire (May 8, 2013)
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PR Newswire (Apr 24, 2013)
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PR Newswire (Mar 7, 2013)
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PR Newswire (Feb 12, 2013)
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PR Newswire (Feb 11, 2013)
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PR Newswire (Feb 7, 2013)
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PR Newswire (Jan 30, 2013)
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PR Newswire (Dec 14, 2012)
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PR Newswire (Oct 31, 2012)
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PR Newswire (Oct 11, 2012)
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PR Newswire (Sep 11, 2012)
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PR Newswire (Sep 6, 2012)
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PR Newswire (Jul 23, 2012)
MTGE vs. ETF Alternatives
Company Description
American Capital Mortgage Investment Corp. is a real estate investment trust ("REIT") formed in 2011 that invests in and manages a leveraged portfolio of agency mortgage investments, non-agency mortgage investments and other mortgage-related investments. The Company is externally managed and... More
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- | Earnings
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- | On the move
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Monday, February 11, 5:44 PM
After-hours top gainers, as of 5:15 p.m.: RXN +13%. GTE +9%. MAS +5%. NCLH +4%. BCOR +3%.
After-hours top losers: AMSC -8%. ORIG -5%. NTI -5%. MTGE -3%. GMED -3%. Comment! [On the Move] - Monday, February 11, 5:28 PM American Capital Mortgage (MTGE) sys it plans to make a public offering of 18M shares of common stock. Management plans to use the proceeds toward mortgage-related investments. Barclays, Citigroup, Credit Suisse, Morgan Stanley and Wells Fargo Securities are acting as joint book-running managers. Shares -3.3% AH. 1 Comment [On the Move, Financials]
- Monday, February 11, 10:25 AM American Capital Mortgage (MTGE +4.5%) gains after Friday evening's earnings. The $25.74 Dec. 31 book value is up $0.53 from Q3, with share repurchases accounting for $0.02 of that. With less than 10% of the portfolio in non-agency MBS, the company is somehow maintaining a healthy net interest margin - 188 bps vs. 190 in Q3. Company CIO is Gary Kain (also of AGNC). (PR) Comment! [Earnings, Financials, On the Move]
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Friday, February 8, 5:43 PM
After-hours top gainers, as of 5:15 p.m.: WR +5%. IDIX +3%. MTG +2%. GOL +2%. MTGE +2%.
After-hours top losers: MERU -3%. ROC -2%. MELI -2%. BG -2%. INFN -2%. Comment! [On the Move] - Friday, February 8, 4:08 PM American Capital Mortgage Investment (MTGE): Q4 EPS of $1.40. Book value/share of $25.74, up $0.53 from Q3's end. Shares +1.5% AH. (PR) Comment! [Earnings, Breaking News, Financials, On the Move]
- Friday, February 8, 12:10 AM Notable earnings after Friday’s close: CCJ, MTGE 1 Comment [Earnings]
- Thursday, February 7, 5:35 PM Notable earnings after Friday’s close: CCJ, MTGE 1 Comment [Earnings]
- 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]
- 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]
- Tuesday, November 27, 2012, 11:16 AM Turning to non-agency MBS (webcast), JPMorgan gets even more bullish. Key is their expectation of 3-5% growth in home prices (with upside potential) in 2013. While the paper is likely to retain some correlation with risk on/risk off, the fundamentals of improving housing - rising prices, declining distressed sales, declining shadow inventory - will be of growing importance. (previous on MBS) Comment! [U.S. Economy, 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]
- Sunday, November 18, 2012, 8:30 AM Amidst a letter making you want to decamp to the bomb shelter, Kyle Bass renews his bullish call on housing, specifically non-agency MBS. The refinancing boom has not spread to Alt-A and Subprime loans, and rates remain high while credit trends sharply improve - a sweet situation for owners of the paper. Mortgage REITs with non-agency exposure include: NCT, IVR, MFA, EFC, CIM, DX. 9 Comments [Financials, Quick Ideas]
- 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]
- Thursday, November 1, 2012, 9:53 AM American Capital Mortgage (MTGE) gains 2.9% in early trade following last night's earnings report and share buyback announcement. Compass Point has a gander and upgrades the stock to Buy from Neutral. At its current $25.59, the stock is above Sept. 30 book value of $25.21. Management had better get moving with those repurchases. Comment! [Financials, On the Move]
- Wednesday, October 31, 2012, 5:05 PM More on American Capital Mortgage (MTGE) Q3 earnings: Net interest spread of 1.88%, down from 1.94% last quarter. Average yield dipped 16 bps, but cost of funds declined 10 bps. CPR rose to 6.7% from 4.7% last quarter, still a fairly low level given the refi boom (manager AGNC had its own low 9% rate in Q3). On stock repurchase: "The market has tried to asses and adjust to the impacts of QE3; we have experienced volatility in the price of our stock." (PR) 3 Comments [Earnings, Financials]
- Wednesday, October 31, 2012, 4:52 PM American Capital Mortgage Investment (MTGE): Q3 EPS of $4.03. Book value/share of $25.21, up $3.13 from Q2's end (today's close, $24.93). The board authorizes a share repurchase program of up to $50M, about 5.5% of the float. Shares +1.6% AH. (PR) 3 Comments [Earnings, Financials]
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Paul Zimbardo
The Best #REIT And Private Equity #Dividends This Week http://seekingalpha.com/a/rgwl $AGNC $AINV $CYS $MAIN $MTGE $SLRC #Dividend #Stocks - View all 0 replies
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Dividend Sheet
$AGNC $MTGE and $NM are next monday's best yielding ex-dividend stocks - http://stks.co/q5XI - 22 shares - 5.25% average yield $CINF $TUP - View all 0 replies
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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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Albert Alfonso: for 18M shares, wow. That increase its float by 50%. I might go short this one
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chowzer: Divs are taxed at ordinary income rate and thus most suited to an IRA.
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John McCoy
$MTGE and $AGNC both maintained their dividends at .90 cents and $1.25 respectivley. Both are best in class MREITS, I am long $MTGE. - View all 0 replies
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LATEST REPLIES
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Nate_Z: You think another secondary is coming? Love Agnc for the next couple of years! -
Todd Johnson: Hi Nate, $AGNC will have a secondary as sure as the sun will come up tomorrow. It will be accretive. TJ
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madav1138: Ben's little speech today seems to have calmed down the fear over the bond yield rising, as he reiterated the low rate policy.
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laterre: Could it be because the 10YR has added 30bps in the past two days, and mbs prices on 3.5s and 4s were off nearly a point today alone?
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Patrick Harden
MTGE absolutely killed it. Excellent Q4 with plenty of room to maintain $0.80 qtrly dividend going forward. - View all 1 replies
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