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American Capital Agency Corp. Message Board

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  • joetong419 joetong419 Nov 7, 2012 2:44 PM Flag

    Dividend Cut and Fiscal Cliff !

    SekingAlpha has a write-up on dividend cut.
    They believe the cut will be in the 3/xx/13 period and not 12/xx/12 upcoming.
    Makes sense. If true, AGNC will rally to the upside.
    If not, time to sulk/sell or buy more.

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    • Earnings are in a down plane, from FED Operation Twist, monthly purchasing to lower rates. Hence, every month for infinity, they will squeeze the spread down. A downward trajectory in net income and yield is not priced into the stock, in fact pricing it in may result in free-fall. When the FED announced this, AGNC was at 36 and I said it was excellent time to SHORT OR SELL, no way is earnings or divy growth sustainable. It also means the earnings and divy has not dropped to a stable level, with a FED policy response monthly pressure for infinity, until the labor market improves looks like a last ditch desperation attemp at all cost. THIS MAY END VERY VERY VERY BADLY. This reminds me of the REIT blowout in 1972-1973, what a massacre, I was with ATICO Mortgage of Miami Beach, Fl. The FED wiped out almost all this carry trade business in a two year period. I still get spinal pain when I think of how easy and how fast it all happened and how wealth evaporated so fast, it was horrible.

      Sentiment: Strong Sell

    • Ignore SA, you can't trust anything they say/print.

 
AGNC
21.88-0.23(-1.04%)Apr 17 4:00 PMEDT

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