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American Capital Agency Corp. Message Board

mesa49kid 53 posts  |  Last Activity: Dec 19, 2012 6:54 PM Member since: Jan 18, 2006
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  • i received it yesterday from Schwab, only to find out that because its a special dividend it can't be reinvested automatically I'm ahead in the stock some even after the ex-dividend but I'm starting to feel like stock dividends are somewhat of a shell game since the value of the distribution comes out of the share price That doesn't happen with a savings account The woman I spoke to at Schwab said, well you're betting that the price will go up over time, but I'm doing that with a non-dividend paying stock too If I'm the one paying the dividend, whats the advantage, I should ignore the dividend in deciding whether to buy a stock Any old pros out there who see it differently?

    Sentiment: Buy

  • Reply to

    PE Ratio

    by mesa49kid Oct 31, 2012 11:54 PM
    mesa49kid mesa49kid Nov 1, 2012 2:21 AM Flag

    thanks I appreciate the clarification

  • mesa49kid by mesa49kid Oct 31, 2012 11:54 PM Flag

    Am I missing something? AGNC announced 3rd Qtr earnings of $3.98 If this is QUARTERLY earnings, and the coming quarters produce similar results, how is the PE Ratio 10? Isn't it more like 2?

    Sentiment: Buy

  • mesa49kid by mesa49kid Jul 9, 2012 8:00 PM Flag

    I'm not a short seller of this stock, but i'm curious The stock is one of the leaders of the NASDAQ for the last year. Seems to me it wasn't that long ago there was fear of the whole thing becoming insolvent There is a former KMart not too far from me that has been vacant for at least 3 years, and I haven't been inside a Sears store to buy anything for at least 13 years is there some magic to the real estate, even in this age of severe competition and weak demand, that I'm missing?

  • Reply to

    Can Anyone go to the Meeting?

    by investor_7_relations May 4, 2008 11:15 AM
    mesa49kid mesa49kid May 4, 2008 7:33 PM Flag

    If you're a shareholder you should receive notice of the meeting and how to make travel arrangements from Berkshire, through your broker

  • mesa49kid by mesa49kid Apr 21, 2008 3:56 PM Flag

    my feeling on Shorts on message boards is this:
    They are like people who have a sure fire system for always beating the market but for some odd reason still need to peddles newsletters
    If you believe this stock is going to crater, despite the fundamentals, your argument is with the analysts who are making the case for owning it.Trying to stampede people on the Yahoo message board would not even register on the outlook for the stock, your argument is with the analysts and institutional shareholders So save your breath I have my stops in, I am confident about this stock, and Im just enjoying ride

  • Reply to

    Ouch! $4 gain from this morning gone- This stock

    by tradepro2004 Apr 21, 2008 11:21 AM
    mesa49kid mesa49kid Apr 21, 2008 11:41 AM Flag

    Remain calm. Look at the fundamentals UN said food production has to increase, people are rioting for grain. This stock is going to be volatile but demand for their product is surging.

  • Reply to

    Price targets

    by whaler2003 Apr 14, 2008 11:14 PM
    mesa49kid mesa49kid Apr 15, 2008 3:32 AM Flag

    I've seen the comparison to tech stocks in other places Its understandable But imho the fundamentals are different, the surge is the result of worldwide surge in demand, not speculative bidding up of recent IPOs with more potential than real sales and profits as in the dot.com boom. To be crude how much more "down to earth" and basic can you get than fertilizer? To me the fundamentals are compelling, demand is surging and prices are exploding, while fixed costs remain stable Also MSO appears to have a very strong balance sheet

  • Reply to

    Looks like it might be time to Short MOS

    by thequestion222 Apr 14, 2008 10:54 AM
    mesa49kid mesa49kid Apr 14, 2008 11:20 AM Flag

    Be my guest Looking forward to the spike when all the shorts have to cover.
    Do shorts read the news about worldwide demand for agricultural commodities, and look at growth in MOS Earnings and outlook, or just at charts?

  • Reply to

    Mitt Romney * best choice for saving USA

    by t.globe Jan 29, 2008 2:07 PM
    mesa49kid mesa49kid Jan 29, 2008 3:30 PM Flag

    excuse me, but where has relying on the wisdom judgment and ethical standards of Wall STreet gotten us? Romney is just another interchangeable member of a classic type, the country club Republican (sorry if anyone is offended) About the only thing you could say is he might be less of a disaster than our current Messianic Republican leader By the way, when Salt Lake sends the word out to support Romney is it by certified mail or E-mail?

  • Reply to

    Textbook

    by beachlawyer2003 Jan 23, 2008 4:06 PM
    mesa49kid mesa49kid Jan 23, 2008 4:27 PM Flag

    I'm a BRK holder, but on the broader market, I have a REIT fund which has been underperforming but REITs were on fire today. Is that just a bounce or does the rate cut make things more attractive for REITS on a present value basis? I read about one apartment house leveraged buyout that may end up with no value when all the dust settles Any thoughts from the smart guys on this board?

  • Reply to

    HOW MUCH BILLION BAC FACE "WRITE DOWN"NEXT?

    by tracyduong408 Jan 20, 2008 3:10 PM
    mesa49kid mesa49kid Jan 20, 2008 11:14 PM Flag

    this may be a dumb question but is BAC assuming all of the known and unknown balance sheet liabilities of CFC? That sure seems like a potentially ugly pig in a poke.
    An article in this week Barrons talks about the attractive yield now available in BAC but what is that worth if they get carried down the drain with CFC?

  • Reply to

    foreign currency & commodities

    by bribeavis Dec 30, 2007 12:38 AM
    mesa49kid mesa49kid Jan 2, 2008 11:04 AM Flag

    I used to have a large investment in a Canadian royalty trust but they Canadian taxes were taking a big bite Then they announced a new even higher tax policy What is the current Canadian withholding on those trusts, I did notice that the yield on PWG was very fat
    Thanks for the info on the Swiss currency ETFs I remember now reading something about them recently
    (as a BRK loyalist I won't repeat the name of the publication) Thanks again and good luck

  • Reply to

    foreign currency & commodities

    by bribeavis Dec 30, 2007 12:38 AM
    mesa49kid mesa49kid Jan 2, 2008 3:28 AM Flag

    any practical tips on playing commodities or currencies is appreciated (aside from staying with BRK of course) Any thoughts from anyone on mutual funds like Pimco Real Return, or commodity ETFs? Just ordered Rogers' latest books on the subject of China. Thanks

  • mesa49kid mesa49kid Dec 27, 2007 2:33 PM Flag

    well darn it why do they all have similar strange sounding names? when we get through with our project of establishing Anglo-American Empire II, we'll give them names I can remember. Lets see, Rangers, Indians, Red Sox, Angels, Royals, there that's better.

  • Reply to

    mr. bigs...are u still shorting the dollar

    by bgdoors Dec 26, 2007 12:40 PM
    mesa49kid mesa49kid Dec 26, 2007 1:39 PM Flag

    how dare these people vote, invest and hold office? Put em in the stocks, right? Bring back Feudalism and droit de seigneur

  • Reply to

    CNBC- Buffett and the death tax,

    by hclasvegas Dec 11, 2007 6:43 AM
    mesa49kid mesa49kid Dec 11, 2007 12:38 PM Flag

    GOODNESS, Warren has really got the obersturmfuhrers steamed up today. HCLASVEGAS i guess you could always arrange to have Warren buried in the dry lake south of the Boulder Highway. Call a few of your friends.

  • mesa49kid by mesa49kid Dec 5, 2007 12:30 PM Flag

    I would like to make a few points on this subject
    1. Warren is not an alien who possesses knowledge that no one else has and that can not be taught. He learned investment principles from Benjamin Graham and obviously learned extremely well, but he didn't achieve what he has with blinding flashes from heaven
    2. His wealth, his family's wealth and his enormous charitable commitments are tied up in the continuing success of BRK Does anyone think he built this edifice without designing it to outlast its creator? The essence of BRK is that it is designed to outlast the short term tides of fortune
    3. He would not hire a hot shot from Wall Street, a "Master of the Universe" to take his place, someone who is obsessed with the short term and the satisfaction of his or her ego
    He would want someone with discipline, insight, judgment, and vision
    4. One of the keys to the success of BRK in its wholly owned companies is recognizing talent of managers and identifying people who share his values He would be able to use that same skill and wisdom in choosing his successor
    5. Getting and succeeding at this job would be one of the crowning achievments for anyone interested in investing He shouldn't have any trouble attracting some very talented people, then choosing the one who has not the only brains but the vision and wisdom to take BRK into the future
    Bottom line, BRK will long outlive me and I daresay the vast majority of the people posting to these boards

  • Its interesting, and I don't want to minimize or over-simplify Warren and Charlies approach but its interesting that following a basic value approach, buying businesses you understand, buying businesses that have strong established competitive position, not overpaying but not holding back when you find the right opportunity, has produced such stellar long term results, while highly complex quant approaches that no could really understand has contributed so much to the current crisis in subprime mortgages and securitized mortgage debt.

  • mesa49kid mesa49kid Dec 2, 2007 4:11 AM Flag

    I have made 53 % in BRK-B shares in a little over a year. Making 50 % to 70 % over 5 years shouldn't be difficult
    Its hard to see a scenario where BRK gets seriously over valued, its not that kind of a stock I personally think now is a good time to take a position, but you could always make an initial partial investment and buy more if there's a pullback. To me the opportunity cost of waiting would weigh more than risk of overpaying now.

AGNC
20.86+0.19(+0.92%)May 29 4:00 PMEDT