Oh, ok. It is hard for me to comment on your logic, or rather the value of your logic. The value of AGNC's position tells me alot. Of course, the seeking alpha poster outlined his information very well. I take this price drop as a buying opportunity for a long term hold. GLTY
This is pretty encouraging news. It illustrates the value of CYS ... I picked up this news from seeking alpha this morning. AGNC, thanks for the confirmation of the value of my holdings in CYS. Albert Altonso (SA) thank you for passing this along. Invaluable.
I am wondering specifically what do they like. I like CYS, the 30 cent divy, and thecurrant yield. Is that the same reason for AGNC buying? AGNC has more knowledge of what a fellow mREIT is up to than I do...quaoted from Seeking Alpha opinion of Chiristopher F Davis. Now, I guess I should find out what he says about AGNC. :) I would guess the appeal is the choice of the investments CYS is rotating into.