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American Capital Agency Corp. Message Board

sme20_98 6 posts  |  Last Activity: Jul 23, 2014 11:58 AM Member since: May 10, 1999
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  • This stock is so over bought--trading 25 times 2015 earnings already. Trades as if earnings are tripling or something. Granted they are growing at a good pace, but this is ridiculous. My puts are in, if they don't blow earnings away, momentum will crash quickly. JMHO of course.

  • You can bet that if SEC prevails, company insiders will load up on shares as shareholders will benefit with higher NII and higher NAV all of which has already been documented by management.(I also think that will lead to an increased dividend). If PSEC management prevails, we are status quo, and investment will pick back up in the next qtr. Win-Win for shareholders. This stock is a steal here--I have it as almost 50% of my portfolio and will add more if it trades below $9.50 again. Also, short position isn't a factor--E-Trade shows it at less than 6% of float, nothing to this stock, wouldn't even notice covering, although I wouldn't be able to sleep at night if I was one of the shorts--one news story away from being screwed. Anyway, great to collect 13% annual rate per month. Thanks Mr. Market!

    Sentiment: Strong Buy

  • What would settle this stock down would be some significant insider buying of the shares the indexes are releasing giving assurance to the statements made by management regarding the SEC adjustment request. If restatement is only going to be a positive to stockholders, then become one, IE put your money where your mouth is!!

    Sentiment: Strong Buy

  • Wonder how many shares short they have gotten stuck with to change their recommendation to sell with a $23 price target. I guess they missed the earnings call last week. Hoping it would sell off more than it did so I could get back in.

  • Gave me no chance to get in as I anticipated a much weaker report. All numbers--GAAP EPS, Core EPS and AEBITDA were nice increases over the 4th quarter. Regulatory issues seem to have calmed--they look to have turned the quarter. Hope they trade back to 26's, this quarter, then I will look to get in for the long haul.

    Sentiment: Strong Buy

  • Reply to

    Is WAC another OCN?

    by rdravin May 1, 2014 11:31 AM
    sme20_98 sme20_98 May 1, 2014 1:34 PM Flag

    Absolutely the same--as i stated last earnings call these guys still have too much riding on originations revenue and not just servicing revenue. On top of that, looks like asset base took a m2m hit. WAC and NSM are poised to disappoint as well when they report. Not until originations rebound(possible second qtr) will WAC start to hit earnings. I'm out of WAC until I see earnings--hoping for a buying opportunity below $24 after their earnings miss--JMHO of course.

    Sentiment: Strong Sell

AGNC
23.12+0.19(+0.83%)Jul 31 3:59 PMEDT

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