Check AGNC,MTGE and WMC looks like the pumpers have abandon ship. Bozo is making hay with usual insane posts. Looks like a buyers market coming up shortly. The AGNC earnings suprise may have been like a crack in the MREIT dam.
Phill. Those conclusions are from board traffic? I'd almost bet (but I'm not a gambler!) this will be a low for AGNC for a while. I think people will realize its no biggie, and get back to that way-cool divvy ;)
I agree, if the news were truly bad, AGNC would have been majorly dumped and downgraded by now, just like what happened to CIM years ago.. but that didn't happen.
The dividend is safe this year, as analyzed by Scott Kennedy over at Seeking Alpha (he also predicted a drop in book value as well!) so i am holding on and collecting my div.