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Annaly Capital Management, Inc. Message Board

  • jforuus jforuus Jul 20, 2013 3:00 PM Flag

    Analysts Accountability

    Credit Suisse
    "Lower Leverage Cushions Book Value Decline;
    Still See Risk to the Dividend
    Maintain Neutral: We are reinstating coverage of Annaly with a Neutral rating
    and a $14 target (from $15). The combination of Annaly’s relatively low leverage
    and the recent CreXus acquisition has the company fairly well positioned to take
    advantage of the current market and improve returns. However, despite this
    improvement we do not see Annaly’s returns on equity reaching double digits.
    This level of return remains below the current dividend level and as a result we
    see potential for further risk to the dividend."

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • BACML analyst Ken Bruce:
      May 30 wrote: "Hang in there it could get better next month 2013 target $14" - July 11 wrote: "Downgrade to sell, the sector got smashed, 2014 target sub $10":

      "Mortgage Finance Industry (mREITs): Difficult May, but June could reverse trend" May 30, 2013

      "Mortgage Finance Industry: New reality for mREITs is harsh" July 11, 2013

    • They set a price target that is 16% higher than the current price. The dividend is about 12.5% and they even expect those returns to "improve". Then they rate the stock neutral. Do they even read the stuff they publish? Can you imagine how much money they expect to make on a "Buy" rated stock? These are just some talking heads getting paid to talk.

      Sentiment: Buy

    • Not one insider buy thus far at this "teriffic" price ? why is that?

    • Ford Equity Resarch
      Recommendation Summary
      Ford's Strong Buy recommendation on Annaly Capital Management Inc. is the result of our systematic analysis on three basic characteristics: earnings strength,
      relative valuation, and recent stock price movement. The company has enjoyed a very positive trend in earnings per share over the past 5 quarters. However, while
      recent estimates for the company have been lowered by analysts, NLY has posted better than expected results. Based on operating earnings yield, the company is
      undervalued when compared to all of the companies we cover. Share price changes over the past year indicates that NLY will perform well over the near term.

      • 1 Reply to jforuus
      • "5.15b Stock Sales: Executives should be required to sell stock
        through pre-announced 10b5-1 program sales or by providing a
        minimUm 30-day advance notice of any stock sales. 10b5-1
        program adoptions, amendments, terminations and transactions
        should be disclosed immediately, and boards of companies using
        10b5-1 plans should: (1) adopt policies covering plan practices, (2)
        periodically monitor plan transactions and (3) ensure that company
        policies discuss plan use in the context of guidelines or
        requirements on equity hedging, holding and ownership.2"

 
NLY
11.18-0.23(-2.02%)Jul 30 4:00 PMEDT

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