money.msn.con still rates ARR an 8 out of 10. I don't understand why ARR is admittedly muddling around a litle right now - perhaps it is the management. But the fundamentals are obviousely solid. Fortune does indeed favor the patient long-term Investor of solid stocks :
All REIT's have SPO's. Perhaps ARR's was ill-timed. But I'm only guessing since I'm not an Insider. As an outside observer, I believe AGNC is better managed. But long-term (One year or more) you will still make money with ARR. I'm hedging my bets by owning both ARR and AGNC.