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American Capital Agency Corp. Message Board

  • mfield2a mfield2a May 2, 2013 11:13 PM Flag

    OT: ARR

    Great numbers released. Most likely they will increase divy next quarter to get the shares above the current $6.69 BV and then SPO. Down after hours to to AGNC pulling down the sector. Great time to get in, collect 2 dives and sell before the SPO and buy back in on dilution.

    Good luck fellow mriet holders!

    Sentiment: Strong Buy

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    • While I agree that REITs should be bought with AGNC pulling down the sector, I do not think they will increase their dividend. Correct me if I'm wrong, but since its inception ARR has not once increased its dividend. Being 30 cents below book value though, I don't think they do a dilutive SPO so 2 divies does seem like a fair estimate.

    • Why would they increase the divi

      they use taxable reit income which came out to just under 23 cents and est is .23 and divi is 21 cents per quarter

      probably holds .07 at best

      nim 1.35 v 1.55linked is a cause of concern and prepays stable

 
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