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  • American Capital Agency Corp.'s. Dividend Sustainability Analysis (Post Q1 2014 Earnings) - Part 2 [View article]
    Excellent Scott as usual. I've suggested to the folks at Tipranks.com that they start following your recommendations and adding you to their database. In order to do that their search algo looks for you to mention a stock and a recommendation for BUY SELL or HOLD which you did in this article. Have a look at their new database while its free. Many SA people are included already. I sent them a link to this article.

    http://bit.ly/1pro2lL
    May 30, 2014. 10:02 AM | 4 Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q1 2014 Earnings) - Part 1 [View article]
    not true, its a valuable analysis as are all of his reports.
    May 23, 2014. 11:40 AM | 4 Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q1 2014 Earnings) - Part 1 [View article]
    I imagine Einhorn assured himself of the dividend sustainability. So I'm hoping the revenue is propped up. Great analysis as usual Scott.
    May 23, 2014. 11:37 AM | 5 Likes Like |Link to Comment
  • J.C. Penney According To The Analysts [View article]
    Regression models are fine but lets look at the individual performance of the quoted analysts. Paul Lejuez from WF has a 6.7% ROI with his analyses and has been right 44 out of 65 for his reports. (Data provided by @TipRanks tipranks.com). Tipranks scores him a 4.5 star analyst number 246 out of 3082 in their database.

    Looking at his history with JCP analyses he issued a sell order in May last year when the stock was at $16. He has issued 20 ratings on JCP and has been consistently right.

    Paul Trussel from DB is also a 4.5 start analyst with a 6.3% ROI and has been on the right side 20 out of 33 reports. However his results with JCP have been less than stellar. He issued 9 reports and has been calling hold since March 2013 at $16.28

    Both analysts cover the retail space almost exclusively and using TipRanks you can see how well they have scored in their most recent reports.

    I do not work for TipRanks but find that their data is extremely valuable and is hard data.
    May 21, 2014. 12:49 PM | 2 Likes Like |Link to Comment
  • American Capital Agency's Upcoming Q1 2014 Book Value Projection [View article]
    Scott you MISSED the BV by 4c, was something wrong with your math? LOL
    Apr 28, 2014. 04:14 PM | 2 Likes Like |Link to Comment
  • American Capital Agency: Stable Future Ensures Bullish Rating [View article]
    I noted that a trader bought 4800 May $20 puts for 25ยข March 27, 2014
    Mar 28, 2014. 10:27 AM | Likes Like |Link to Comment
  • How One Retiree Is Muddling Through Dividend Investing: Part VIII - A Year Later [View article]
    My only comment would be that with the market so high, approaching 1900, I feel more comfortable with more than 5% cash. Some of your stocks are ex dividend and not serving an purpose other than hoping for appreciation.

    You might be able to time getting out of some ex dividend stocks and catch them lower if we have the pullback everyone has been expecting for some time now.

    I am not yet at the point of having to pull from my retirement accounts so my experience is less than yours.
    Mar 21, 2014. 01:54 PM | 3 Likes Like |Link to Comment
  • American Capital Agency's Recent Book Value And Dividend Compared To Its Agency mREIT Peers - Part 1 [View article]
    No one does the mREIT sector like Scott. Terrific analysis.
    Mar 20, 2014. 02:13 PM | 8 Likes Like |Link to Comment
  • American Capital upgraded at JPM, book value erosion nearly finished [View news story]
    I don't trust analysts either but it's data I can't ignore. I use TipRanks and if the analyst is under a 3 star I ignore the call.
    Feb 5, 2014. 09:17 PM | Likes Like |Link to Comment
  • American Capital Agency's Upcoming Q4 2013 Book Value Projection [View article]
    Excellent Scott. A must read as usual. And now I'm actually starting to understand it too.
    Dennis
    Jan 29, 2014. 08:37 AM | 6 Likes Like |Link to Comment
  • Apple makes new 2013 highs; China Mobile says talks ongoing [View news story]
    Wonder what it will do to black market aisles in the USA for shipment to China
    Dec 5, 2013. 04:16 PM | Likes Like |Link to Comment
  • American Capital Agency's Dividend Sustainability Analysis (Post Q3 2013 Earnings) - Part 2 [View article]
    Excellent Scott, your articles are always a must read
    Nov 19, 2013. 10:38 AM | 5 Likes Like |Link to Comment
  • Kain's co-CIO departs American Capital Mortgage [View news story]
    whats really strange is the stock reacting positive and no mention on agnc.com of the resignation -AGNC
    Nov 14, 2013. 09:53 AM | 1 Like Like |Link to Comment
  • American Capital Agency Investors Could Get Crushed, Again [View article]
    The statements you pulled were Safe Harbor, investor beware, statements. In all their presentations they go to great lengths to explain how they hedge against each potential area for failure. They are shifting to long term mortgages and generally rebalancing. REITS don't only do well in times of zero interest. They as you know work on the spread.
    Nov 10, 2013. 05:49 PM | 2 Likes Like |Link to Comment
  • American Capital Agency Investors Could Get Crushed, Again [View article]
    The statements you pulled were Safe Harbor, investor beware, statements. In all their presentations they go to great lengths to explain how they hedge against each potential area for failure. They are shifting to long term mortgages and generally rebalancing. REITS don't only do well in times of zero interest. They as you know work on the spread.
    Nov 10, 2013. 05:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
19 Comments
51 Likes