My only regret is that I didn't sell when Malon bought. I knew that that was a cue, but I didn't listen to that inner voice. Buffett says something like it's the lack to act errors that are the big losses. :(
I sold yesterday for 24.18 but still quite pleased. I bought AGNC for about 16 bucks back in 2008 about 6 months after they were spun out of ACAS and have held, collecting dividends, all this time. I got scared when Malon bought a bunch of AGNC stock @ 32 earlier this year (I think if I was a bird and relied on his timing to migrate south for the winter I'd freeze to death on the power lines). What really drove me to sell was their decision to buy back stock instead of pay me my well deserved dividend. I'm afraid the apple hasn't fallen far from the tree; ACAS has been on a buy-stock-instead-of-pay-dividend-while-they-keep-saying-they-are-pro-shareholder strategy for a couple of years and all I see there is that they have granted the buyback stock to their managers. I decided not to stick around for a ditto type screwing here.