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American Capital, Ltd. Message Board

  • lenyw lenyw May 31, 2013 12:53 PM Flag

    Looks like Reits and BDC's continue to get hammered

    Thought it would settle down today.

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    • When the interest rates finally start up this dog will go back to the past lows if not before.......hope the longs sold at the recent highs.....

    • Close on Friday really picked up to the downside. Lots of selling in ACAS right to the end. Looks setup to move lower on Monday. Still not sure why so much of a breakdown in the reits. Doesn't seem justified as long as interest rates don't skyrocket. I don't think that is going to happen this year.

      I am expecting a breakdown in the market, not sure if it will happen now, seems like buyers still haven;t quite thrown in the towel.

      Tthe reits will get hurt initially by higher interest rates as their current holdings depreciate, but as a steepening in the yield curve seems assured, new purchases will yield more income based on a increased spread. This is where Gary Kain better get it right. He missed big time in the first quarter, I'm not sure how long it takes to reposition such large positions. If long rates come back down in the next few weeks and interest rates calm down there is real potential to get whipsawed after repositioning the portfolio.

      It is an exciting market, lots of opportunity both long an short.

      Thetechnology

    • Like all good stocks they react to knee jerk and manipulation.

      However, I could not help read the Seeking Alpha entry by Tom Dorsey..."Recommend Yes Vote On American Capital Agency Corporation Preferred Stock." It basically says that AGNC is going to settle in about $25 and the divvy will be $1. His take is vote for the preferred offer to give AGNC more cash to take advantage of the newer (higher) rates and get back in the game.

      Form his perspective it almost seems he is on the inside of the board room and passing on info. He is cheerleading the issue like he is part of the game. Curious words. He does admit he is long and will buy more.

      For the current pri9ce swing in the past few days...it would seem that there is a nervous sell off today after the sudden increase yesterday. That would imply if you are a gambler, buy more today in the spectre it will jump on Monday (oops...too late). The volumes Wednesday and Thursday were 3 times normal and today was normal volume. Makes you wonder who is hedging their bets, or was it a real short squeeze?

      I am long...GTLA

      Sentiment: Hold

    • It is okay, ACAS will do better than expected in Q2 and go much higher. Most think it will nose dive because of the mortgage reits, and it will go down some. However, the equity sector of ACAS will do better because of better economy making it do better than expected. IMHO.
      Respectfully

 
ACAS
14.88-0.10(-0.67%)Mar 4 4:00 PMEST

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