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American Capital Agency Corp. Message Board

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  • xxavatarxx xxavatarxx Oct 25, 2012 7:14 PM Flag

    Earnings

    *throws a dart*

    .90 - 1.00 on net spread

    1.40 - 2.00 on comprehensive.

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    • Ahh... a brave soul.... I admire one who puts themselves out there.

      Surprised you would say comprehensive of up to 2.00, however I agree. AGNC may have a lot of cr@p on the books they may want to dump on the fed. They'lll have to replace with lower yielding investments or maybe a NLY style buyback?

      Q2 showed a EPS loss of -.88. Dare to venture a guess at EPS and Book? (darts acceptable).

      • 1 Reply to bovisutor
      • bovisutor, I'm assuming on comprehensive there will be another big unrealized gain on their MBS.
        MBS over the period for AGNCs quarter went up about 1 point or so.
        You can look at HTS earning that just came out to.. they had an unrealized gain in their earnings that just came out of 223 million.
        AGNC's portfolio is much much bigger than HTS.. so lets expect a much bigger number.

        And AGNC had that huge hit on hedging last Q. I think over 1 Billion.
        So if the hedging loss/expenses go back to more normal ranges and they get that unrealized gain on the MBS side, they could have a hefty comprehensive.

        I'll guess book at 31.25. : )

 
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18.88-0.13(-0.68%)May 27 4:00 PMEDT