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American Capital Agency Corp. Message Board

  • headhunter80904 headhunter80904 Feb 28, 2013 7:59 AM Flag

    SPO Thoughts

    Like others, ready with a number of buy orders, including a lowball and a really lowball :-), just in case there's a flash crash/overreaction. But, the other thought is that with this SPO possibly bringing in 1.8B to the AGNC coffers, it's only an SPO away from being, I believe, the largest MREIT in terms of market cap, even if NLY can keep its head above 15. As long as they're trading below book, I'm doubting NLY will do an SPO. And from their board, looks like their bag-, I mean, share-holders don't want one. ;-)

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