Any guesses on next dividend amount ? I'm thinking 1.05 - 1.10. Hoping AGNC's repositioning after last Q helped their profit.
Sentiment: Strong Buy
Just talked to Mike, it will be 1.05.
Don't they still have over a $1 in excess that they have to distribute to meet
Less holdings means lower EPS, it was stated in the earnings call that the reduced portfolio had negative material effect on earnings.
Considering we are now 50 basis points above last quarter's close, we are actually holding up very well. I expect a $.85-$.95 dividend, but BV should hold up better than last quarter.
I say it holds at 1.05 for one more quarter, then a drop to .95. One quarter at .95 and we are back to 1.00 with a book of 26.85. As real estate recovers, book increased to $32 over 4 quarters.
I am proudly long.