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johncomo

johncomo
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  • Annaly Capital Management, Inc. declares $0.30 dividend [View news story]
    Both NLY and AGNC announced lower dividends, but both are still paying so, they are not dead yet, I am holding on for better or worse. The FED is letting us know that the future is pretty well under control.
    Dec 19 07:59 PM | 1 Like Like |Link to Comment
  • Q2 Results From Annaly Capital Management Look Great Until You See The Book Value [View article]
    I purchased Annly and American Capitol Agency in 2011. I invested about $150 K total. I viewed the investment as though it was income real estate property. I recieved a dividend (the rent) of about $24,000 per year, not bad for a $150K rental property. The only expense I have is tp pay income tax on the rent proceeds.

    All real estate fluctuates with time, but as long as you get the rent (dividend) and don't sell the peoperty lower than you paid, you have a nice income stream.

    Annly Capitol and American Capitol Agency are well run
    companies and the rent will continue at the peresent levels for a long time, the property value (book value and share price) will increase over time. So enjoy your income stream and ignore all this negative chatter.


    1
    Aug 8 02:54 PM | 4 Likes Like |Link to Comment
  • "The issue isn't if the Fed exits, it's a question of whether they exit way earlier than expected," American Capital (AGNC) CIO Gary Kain tells Bloomberg, feeling his portfolio is better positioned now than in Q1, when higher rates took a chunk out of book value. The Fed will be "extremely slow" in its withdrawal, says KBW's Mike Widner. "That spells an environment that actually gets better for the mREITs (MORT, REM) before it gets worse." [View news story]
    I feel feel the same as tstreet fed bond purchase was considered bad for Reits now stoping the buying is bad too. I don't get it. I am holding pat until the way is clear.
    May 17 04:05 PM | Likes Like |Link to Comment
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