Earnings report, after the bell, yesterday didn't happen????
Earnings out today. Book fell to 6.02 which isnt all that bad but no movement. ANH least followed MREIT. AGNC reported today too and BV only decline 12% some serious hedging activities shorting treasuries is the best big bump there.
I like it
got some on the dip
see .84 p/b with 12 percent yield as divi and internals look good
hts 14% hield if they can hold and a .92 p/b with a bigger hit
anh seems better
agnc bolsters the sector and that makese cmo book hold up less impactful and they wil focus on .25 v .32est for cmo and resulting #$%$ yield tthere
long anh and buying more shorting cmo if needed.
earnings come out the 25th
Looks like we get the news on the 30th. I hope that the book didn't take a big hit!