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American Capital Agency Corp. Message Board

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  • alw59saw alw59saw Dec 4, 2012 10:34 AM Flag

    Let's talk about mReits, especially AGNC

    Good as far as it goes, but there is a synapse missing in your story. You made the point that NLY is a poor choice in the mReit sector (thanks to bad management). You also made the point that AGNC (thanks to good management) hasn't suffered the same fate (declining pps), but does suffer from the "dragging anchor" syndrome. What's missing is a few lines about that "dragging anchor" syndrome and why it holds the AGNC pps back from, say, $40/share. {For example, in the electronic chip sector, AMD has struggled most of its existence; but you don't see it dragging Intel down from its lofty highs. So, what's different?]

    It may be intuitive to you, but not to everyone else. So, spoon feed us, once again, please.

    Sentiment: Buy

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