Seeking Alpha
 

American Capital Mortgage Investment (MTGE)

- NASDAQ
  • William Packer | Send Message 12 May

    Updating.... I own 48,000 shares of $MTGE as of the close of trading today.
    Reply
      • William Packer | Send Message 12 May

        $MTGE is oversold. MTGE has the ability to move funds into non-agency more than current... driving 14% or so ROE. Also, eventually MSR...
        Reply (10)
      • View all 10 replies
        • William Packer | Send Message 12 May
          : Gary will figure it out.. he always does.
        • William Packer | Send Message 12 May
          : I know how to fix MTGE... Have AGNC buy MSRs and use MTGE's RCS to service those... big increase to income side... AGNC gets benefit of MSR
          • William Packer | Send Message 11 May

            Forgot to update on SA... I no longer hold a position in $FSAM. I bought $MTGE, 24,000 shares. Rest in cash.
            Reply (12)
          • View all 12 replies
            • William Packer | Send Message 11 May
              : Thanks mstar
            • woodywood.com | Send Message 11 May
              : These REITs values are high beta to interest. I got burned. monitor value and rates close.
              • Horizon Investments | Send Message 7 May

                Aggressive Portfolio Composition Key For American Capital Mortgage's Future Success $MTGE http://seekingalpha.com/a/1vnp6
                Reply
                  • William Packer | Send Message 10 Apr

                    I am putting a personal price target on $MTGE of $16. Driven by lower core EPS due to a flatter yield curve, higher fed rates...
                    Reply (32)
                  • View all 32 replies
                    • William Packer | Send Message 28 Apr
                      : Pretty sure our economy can handle a 4% fed funds environment over the next 3 years without failing... and still maintain a 4% GDP
                    • Rob1492 | Send Message 28 Apr
                      : Fed funds rate at 4% in 3 years? Don't see it William...
                      • Christopher F. Davis | Send Message 24 Mar

                        I Was Simply Wrong About American Capital Mortgage $MTGE http://seekingalpha.com/a/1stte
                        Reply
                          • Albert Alfonso | Send Message 23 Mar

                            American Capital Mortgage: Not Worried About The Dividend Cut $MTGE http://seekingalpha.com/a/1sqga
                            Reply
                              • William Packer | Send Message 20 Mar

                                $MTGE downgraded this AM... don't buy.... BADDDD IDEA. never buy on a downgrade. #1 rule.
                                Reply (7)
                              • View all 7 replies
                                • William Packer | Send Message 20 Mar
                                  : There is not a lot of reason to buy.. and plenty of fear to sell... big discounts are not unusual and the ROE @ book is not that good
                                • William Packer | Send Message 20 Mar
                                  : ROE @ book is near 9%... the preferred stock of MTGE is yielding 8% I believe... so.. what a bad deal for the common equity.. considering...
                                  • William Packer | Send Message 19 Mar

                                    $17.53 is 80 cents on the dollar... Probably come down and touch that level on $MTGE.. But we will see.
                                    Reply (1)
                                    • William Packer | Send Message 19 Mar
                                      : If they don't give it us today.. Don't fret.. You can always buy sometime after ex divy and maybe get $17.30s.
                                      • Dividends#1 | Send Message 19 Mar

                                        I did not see that cut coming in $MTGE.
                                        Reply (2)
                                        • William Packer | Send Message 19 Mar
                                          : 17.75 and under is a buy in my opinion. Tomorrow is buying opportunity... Use cost averaging to trade the volatility tomorrow.
                                        • William Packer | Send Message 19 Mar
                                          : If they take it above $18.15 you sell it... Just my opinion again...
                                          Visit Seeking Alpha's
                                          MTGE vs. ETF Alternatives
                                          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