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American Capital Agency Corp. Message Board

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  • yourbestfriendintheworld yourbestfriendintheworld Feb 15, 2011 3:54 PM Flag

    I'm Confused

    I'll agree that based on sheer size AGNC is not in the same league as NLY, but, unless NLY and AGNC have a significantly different structure to their spreads and hedges, they should face similar risks and have similar downside.

    Meanwhile, neither of them is big relative to the market they're buying mortgages from, so they've both got big growth potential as long as the cash keeps coming in during the offerings.

    AGNC, being smaller and apparently more efficient (it's certainly posting a bigger dividend yield), should have at least a little more upside potential.

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