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Annaly Capital Management, Inc. Message Board

  • jforuus jforuus Sep 17, 2012 9:01 AM Flag

    NLY is killing me and is AGNC just hungrier, leaner and meaner?

    I see AGNC outpacing NLY every day. Its is exhausting.

    Is it because NLY has a spin-off and the management is more interested in focusing on the new spin-off?

    There is a list of analysts that were screaming NLY and this board was screaming "blue blood" all day and night regarding NLY vs. AGNC and thus far we are being outpaced and the management is being outclassed, with capital appreciation and larger dividend.

    Maybe Farrel, Norris, Singh, Konrad and Fagan have just run out of steam and have made their pile of cash and now its just maintaining that new yacht of theirs?

    The HUNGRY guys are new boys on the block? The AGNC crew. (NLY management has 2 men making $35M a POP! and the rest are making a nice GOLD BAR themselves.) Dropping the dividend doesn't make a heck of a life style change for those guys maybe they have forgotten it makes a world of difference to the little guy?!

    Don't get me wrong NLY still is sweet and stable though it has been in a slight downtrend for the past 2 years compared to its piers. The PIMCO guys are starting to pile it on but not quite yet.

    Just disappointing to see the NLY crew sitting on their laurels and smoking there $43.50 cigars.

    Boys the dividend should be going up not down or at least being maintained?

    Fat cats maybe need to pony back a few bucks into the kitty? :) JUST SAYING.

    Fiscal Year Total
    Michael Farrell
    35,000,200
    Wellington Denahan-Norris
    35,010,000
    Kathryn Fagan
    13,960,000
    R. Nicholas Singh
    ??
    Jeremy Diamond
    4,558,020
    James Fortescue
    7,109,960
    Ronald Kazel
    3,826,920
    Kevin Keyes
    7,109,960
    Kristopher Konrad
    2,499,16

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    • ----------------
      The HUNGRY guys are new boys on the block? The AGNC crew. (NLY management has 2 men making $35M a POP
      ----------------------

      by the way, one of those "two men" is a women. and the 35m they are making, is not based on the share price, it is based on the book VALUE, so in reality, you should be wishing they made $100m, because the only way they would make that, is if you also made 3x on your NLY investment "in book value"...

      i hope someone can see the foolishness of hoping they only make $10 million, because the only way that would happen is if your investment in NLY was worth 1/3 of what it is now.... sort of a conundrum... right....

    • is a price of a stock really killing you?, ask yourself what you would have done if NLY had increased in price by more than normal? obviously you would feel better about where you think you are, but what would you have done?

      if you sold, i guarantee every single person who didn't and reinvested their dividends, would soon by pass what ever profit you made by selling the shares.

      if you didn't sell, then you really didn't change your position, or your dividend, nor what NLY's real value is in book value, nor anything else, except your perceived value of what you think you have.

      so in reality it is a good thing the price is not over priced as you want it to be, because then you have to make a gut decision, keep the stock and make the same thing as before, (no real change) or sell the stock and no longer make that same dividend... which a lot of AGNC investors are asking themselves right now. and a lot... about 1/2 are going to make the wrong decision here.

      that's for investors, traders are going to make the wrong decision about 1/2 the time anyway :0)

      • 1 Reply to jonkai3
      • --------------------------------------------------------------------------
        if you sold, i guarantee every single person who didn't and reinvested their dividends, would soon by pass what ever profit you made by selling the shares.
        --------------------------------------------------------------------------

        This is not true at all. You don't know what people invest in when they sell Junkia.
        Someone could have sold their NLY a few years ago and bought Apple.
        Someone could have sold their NLY a few years ago and bought AGNC.
        Someone could have sold their NLY a few years ago and bought TWO.
        Just a few examples.
        That money would be killing the money left in NLY.

        jforuus, you should really question if Jonk knows how to invest.

        Go read a good Seeking Alpha article titled American Capital Agency May Have Reached Its High For The Year by John Mylant.
        Junkia's ignorance is plastered all over the comment section.

    • Grand Slam!

    • Another downgrade today to.
      All rather fascinating with the dividing declaration right around the corner.

      --------------------------------------------------------------------------------------------------------------------------------
      Annaly Capital Management Cut To Neutral From Overweight By JPMorgan NLY

      Sep 17, 2012 06:36:38 (ET)
      ---------------------------------------------------------------------------------------------------------------------------------

    • Or perhaps NLY is playing a little defense.

 
NLY
11.24-0.07(-0.62%)Sep 22 4:00 PMEDT

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