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Clark

Clark
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  • Equity Markets To Drop In The Fall [View article]
    I agree completely. Mary was right on with interest rates. It seems so many writers just write what people expect to hear. Thanks Mary.
    Aug 27, 2014. 01:16 PM | Likes Like |Link to Comment
  • Forward 15-Year Fixed Rate Mortgage Yields Projected At 5.57% In 2024, Up 0.04% This Week [View article]
    Thanks for the article and your advice. I have owned AGNC since 2008 and DRIP'd the dividends. I really had a nice gain. I did sell a bunch this spring and now "am playing with the houses money" as they call it.

    I always held on to AGNC and MTGE knowing that eventually the rates would increase and the dividend would decrease, but reasoned that even a cut in half dividend (11% to 5%) should still result in a share price similar to the range it is today. I sold a bunch because I realize the market does not seem to trade on fundamentals or a long term view.

    The DRIP was so fantastic. I had at one time a 150% gain and each quarter was gaining more shares and the dollar cost average was under $11.

    I am trying to decide if I should hang on to the remaining shares and let it ride for the next 10 years. It's only about 5% of my 401K. It had grown to over 30%. It was a great ride.
    Jun 20, 2014. 01:19 PM | Likes Like |Link to Comment
  • Bear Of The Day: American Capital Agency [View article]
    Zacks would be better off not saying anything. This call is more than 6 months late to be of any use to a retail investor. Embarrassing.
    Nov 27, 2013. 02:11 PM | 8 Likes Like |Link to Comment
  • American Capital Agency EPS of -$1.80 [View news story]
    Its going to be ugly tomorrow when the markets open
    Oct 28, 2013. 04:51 PM | Likes Like |Link to Comment
  • American Capital results disappoint [View news story]
    They are doing everything they should knowing that interest rates will rise. The correct response is to get into shorter term bonds until long term bond rates stop increasing. They will make less money. No way around that. They are still a good company for someone holding for years to come. Thanks FED for another screwed up market.
    Oct 28, 2013. 04:45 PM | 2 Likes Like |Link to Comment
  • American Capital Agency's Dividend Cut Is Good News For mREIT Investors [View article]
    Great article and thanks for the response to the comments. I have owned AGNC and MTGE for a few years now. I automatically reinvested the dividends and have now more than doubled my original investment. I often gain more understanding from the comments that follow the articles and once again thank you for the details.
    Jun 19, 2013. 01:42 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Dividend Range Scenarios For Q2 2013 [View article]
    Thanks for the great analysis. $1 dividend is still great. Look at all the other stocks that only yield 3% or less. I will continue to reinvest the dividend in this stock as I now have a cost basis of $12 per share.
    Jun 10, 2013. 12:07 PM | 3 Likes Like |Link to Comment
  • American Capital Agency: Time To Abandon Ship? [View article]
    My cost basis is < $12 since I have DRIP'd this for years. Dollar cost averaging down and back up performs better than trying to time. I'm holding and will buy more at lower prices with the next dividend. I'm not a buyer with new money at these prices.
    May 28, 2013. 02:27 PM | Likes Like |Link to Comment
  • Looks like another bad day for refiners on fears of increased costs from tougher standards on gasoline, even as BAML says yesterday's selloff of Valero (VLO -4.8%) was overdone. WNR -7.6%, PSX -6.9%, MPC -6.2%, ALJ -6.1%, NTI -5.3%, TSO -4.7%, HFC -4.7%. CVR Refining (CVRR -1.5%) is lower even after announcing estimated costs to meet Tier 3 standards are less than $20M[View news story]
    I reinvest my dividends as a way to dollar cost overage over time. Gas will be the poor mans fuel as most people can't justify buying electric based on cost/mile. A Geo Metro was getting 56 mpg a decade ago at less than $8000 per car. Now we pay $40k+ to get the same mileage. Come on. We have lost our minds.

    The market will price things and gas will be around for a long time. Refiners will adjust and will provide fuel for a long time. The refiners spread will increase/decrease many times. No different than any other product.
    Apr 3, 2013. 02:07 PM | Likes Like |Link to Comment
  • American Capital Agency: Negative Catalysts Portend A Dividend Cut [View article]
    Thanks for the good analysis. I have to admit I'm still a buyer even if the dividend is cut to $4 per year. The yield would still be great and since I reinvest these automatically my cost basis is so low now I am still way ahead even if the price drops to < 20. What else am I going to do? Buy Apple - getting hammered if you bought last year, Google? does not pay me to own, might as well go to a casino. I prefer to invest versus trade.
    Mar 15, 2013. 01:30 PM | 8 Likes Like |Link to Comment
  • Toppy Tuesday: Can We Break On Through To The Other Side? [View article]
    I agree with you 100% on this.
    Mar 12, 2013. 01:36 PM | Likes Like |Link to Comment
  • The Debt Paradox That Everyone Should Be Aware Of [View article]
    Very good article. Nothing complicated. We are actually living a "Monopoly" game. The government is like the older cousin who keeps changing the house rules.
    Feb 27, 2013. 05:19 PM | 3 Likes Like |Link to Comment
  • Rising Dividends: My Dividend Growth Portfolio 2012-2013 Report [View article]
    Thanks for your honesty. Many articles are as you say "back tested examples" and don't really help make decisions.

    I also reinvest my dividends. Fidelity will reinvest the dividend without charging any commission. They are not the cheapest to trade, but I am investing and not trading. I like to think of it as dollar cost averaging each time the dividend is paid and reinvested automatically. Its neat to see how the cost basis is reduced over time and eventually I have a cash generating machine.

    Again thanks for the analysis and candor.
    Jan 22, 2013. 02:09 PM | 2 Likes Like |Link to Comment
  • Dividends: Still The Best All-Season Investment Strategy [View article]
    This is why I read SA articles and the comments! Thank you all. I have to read a lot of articles to get something good. Thanks again.
    Jan 7, 2013. 01:54 PM | Likes Like |Link to Comment
  • Must Read Information On Popular REITs For 2013 [View article]
    Thanks for the article and comments from others. I understand the dividends will most likely decrease. I DRIP AGNC as a way to dollar cost average with the expectation that interest rates will increase as some point in the long term future. There will still be value in AGNC even if the dividend is cut in half from current payouts.
    Dec 31, 2012. 10:53 AM | Likes Like |Link to Comment
COMMENTS STATS
34 Comments
67 Likes