American Capital Agency Corp. Message Board
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Current market price of $8.60 equals $2.87 pre reverse split. This stock is still way behind where it needs to be for such a positive multi-family environment. Even AFFO hasn't moved up as aggressively as I had thought it would. And GAAP earnings with Taberna, forget about it--they are worse than they were a quarter ago. Not sure what RAS has to offer going forward--kind of looks stuck in a rut while the rest of the market is setting records--we are still trying to get to the point we were when this thing split 2 years ago. Time to look else where.
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Sorry for the typo-taberna, not tambera
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.31 cents, two cents less than the previous quarter--down you go. Tambera and related hedges continue to crush GAAP EPS--$1.50 loss this time--when does this stop killing the stock. They need to dispose of these investments if they have not slowed in devaluation in this credit market. It doesn't get any better than this. Time to move on to something productive.
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New subscribers increase was only due to original content show. Thats the population interested in that show--no one new is coming on board unless additional new content is developed. Didn't see any solid plans to keep this up quarter after quarter. IMHO next quarter will disappoint and NFLX will return to $100 range.
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You are dreaming if you think NFLX is in DIS's League. This stock is now trading north of 40 times 2015, yes that's right, 2015 earnings. Currently a fair price is around $125, which is still about 100 times current earnings, but gives some excitement for the future. Sorry, just doesn't have the financials to trade at $200, not now or in a year from now. Has several years before it should command this kind of number and in the market with their kind of competition, that's a long time--another reason it shouldn't command this level of pricing.
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So NFLX makes 31 cents this quarter and boom its a $200 + stock. APPL will make $9 to $10 per share this quarter and you think it should struggle to be a $400 stock? I think I'll take my chances with AAPL, IMHO it belongs back in the $600's.
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Doesn't indicate why though. They probably are looking to pick up more shares so they needed to mess with the price for a better entry point. Must be nice to control the market. While i have stated that I am not happy short term( 1st qtr estimates were low) long term has not changed and a rising dividend is all I am here for. So Wells, have a blast--you aren't getting my shares.
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Its too late for the RECORD date to be the 27th , but not the ex-date. I'm guessing the ex date to be 27th or 28th with the record date falling into next week(three settlement dates out)
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This will be a short lived buying opportunity. I added 1000 shares yesterday. Why anyone is worried about last qtr reporting with these stocks is beyond me. It's all about the value going forward. These stocks will grow 3 times in value over the next two years based upon the EPS--at least IMHO.
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I think there is a good chance the quarterly dividend moves to .95 or even $1.00. Earnings continue to be strong for WMC. Have to wait until later in the montyh to see. Can't understand why the market won't take this stock to $24.
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If you take managements comments that the SPO funds really didn't contribute to 4th quarter earnings, then the $9.4 million earned was really based on equity from 34 million shares and not from the 49 million shares they are forced to use. Thus earnings would have been about .27 based upon those numbers and would be right on. I know this is reaching, but it is the just of what the CEO was saying. Feeling a little better about the report. Call will have to hammer this home though.
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My concern over any drop in BV is because all the new shares of the SPO were sold at a strong premium to the then BV of $6.52 (I believe it was $6.86) This only means that current holdings have lost value somewhere. I think this is something the CEO NEEDS to address, because in this environment for this type of investment a lower BV does not make sense. Quarter over quarter, something lost value, because if anything, the SPO shares would have helped to increase BV. Those gains were lost along with an additional .02, which means the negative move was something greater. Hopefully they address it in the call.
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Seems your ridiculous effort to try to hold WMC back ahead of earnings is a waste of your time. This stock is going to blow the lid off of earnings and probably increase their dividend before the end of the month. IMHO this is $24 to $26 by March 31. Take your problematic load of #$%$ elsewhere.