Seeking Alpha

American Capital Mortgage Investment (MTGE)

  • William Packer | Send Message 15 Jul
      • nbkkm92 | Send Message 1 Jul

        $MTGE at a $16-handle is really quite silly considering the BV is probably north of $20... buy.
        Reply (1)
        • William Packer | Send Message 4 Jul
          : Book is likely between $21.50 and $22.30
          • William Packer | Send Message 30 Jun

            mREITS are strong buys at today's valuations. $MTGE $AGNC
            Reply (4)
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            • William Packer | Send Message 30 Jun
              : $ORC is run by some really shady guys... that destroyed other mREITS in the past.
            • KSchmidt3 | Send Message 30 Jun
              : I really tanked myself with that buy. Bought for the yield and the "research" I had done. Obviously I suckered myself buying in at $13.
              • William Packer | Send Message 29 Jun

                $MTGE is a buy $16.05
                  • William Packer | Send Message 19 Jun

                    $MTGE is not a buy. Currently broken. MSR business is a big drag and agency business has good returns/liquidity profile with less risk.$AGNC
                    Reply (11)
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                    • William Packer | Send Message 19 Jun
                      : It will depend on the spread earned... which varies.. but as for an inversion of the yield curve... that is very, very unlikely
                    • William Packer | Send Message 19 Jun
                      : The fed would not move if the data wasn't there.. so better data causes rates to go up on the long its a different world than 2005-6
                      • William Packer | Send Message 17 Jun

                        Will the federal reserve surprise markets with a very minor 10 bp rate hike? $AGNC, $CYS, $MTGE. The fed needs to stop being scared of...
                        Reply (9)
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                        • William Packer | Send Message 17 Jun
                          : I wish they would raise by 25bp, though.... Wishful thinking :(
                        • Medasani Krishna kovid | Send Message 17 Jun
                          : yeah they have anyway to control country debt too
                          • The Owl | Send Message 12 Jun

                            Here Is Why I'm Buying American Capital Mortgage Investment And Selling iShares 20+ Treasury... $MTGE, $TLT
                              • AH Research | Send Message 4 Jun

                                American Capital Mortgage Remains A Mixed Bag Despite Promise Of Price Appreciation $MTGE
                                  • Albert Alfonso | Send Message 19 May

                                    American Capital Mortgage Continues To Struggle Despite Strong Underlying Performance $MTGE
                                      • William Packer | Send Message 12 May

                                        Updating.... I own 48,000 shares of $MTGE as of the close of trading today.
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                                          Company Description
                                          American Capital Mortgage Investment Corp operates as a REIT. It invests in, finance and manage a leveraged portfolio of mortgage-related investment, non-agency mortgage investments and other mortgage-related investments.
                                          Sector: Financial
                                          Country: United States