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  • American Capital Agency EPS of -$1.80 [View news story]
    Is the dividend really worth taking a chance on?
    Oct 28, 2013. 05:57 PM | Likes Like |Link to Comment
  • Arlington Asset (AI) declares $0.875/share quarterly dividend, in line with previous. Forward yield 12.36 %. For shareholders of record June 28. Payable July 31.Ex-div date June 26(PR[View news story]
    Are we back in business?
    Jun 17, 2013. 11:15 PM | Likes Like |Link to Comment
  • It's not a misprint, but Western Asset Mortgage's (WMC -0.7%) annualized dividend yield is north of 20% after the recent big decline in its stock price, writes Marc Courtenay. At $18.48, the stock is also trading below March 31 book value of $19.42. "We may have already seen the bottom for mRETIs ... buy low and then buy more if the shares go even lower," he writes. Spread risk around as well, he says, suggesting Annaly (NLY) and Invesco (IVR) in addition. [View news story]
    6.5 is a long way from 7.6.
    Jun 9, 2013. 10:53 AM | Likes Like |Link to Comment
  • "Every business is going to have cycles (of) good times and bad times," says American Capital (AGNC, MTGE) CIO Gary Kain, speaking at a conference (transcript) (presentation), and not willing to admit this is a bad time. The reality, he says, is all those Fed purchases haven't tightened up mortgage spreads all that much. "(It's confusing to me ... I mean we didn't expect them to perform the way they did." [View news story]
    What part of 6.5 and 2.5 don't people understand?

    No taper for at least another year.

    May 23, 2013. 04:47 PM | Likes Like |Link to Comment