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American Capital Agency Corp. Message Board

sme20_98 8 posts  |  Last Activity: Aug 13, 2014 2:52 PM Member since: May 10, 1999
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  • 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

  • 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.

  • I just don't get this stock. Reminds me of the internet bubble stocks. At some point the earnings will have to be reflected in the stock price, when that happens, watch out!

    Sentiment: Strong Sell

  • Reply to

    Guidance from Q2 Conference

    by rdravin Aug 11, 2014 11:37 AM
    sme20_98 sme20_98 Aug 13, 2014 2:52 PM Flag

    Except for the fact that they have already booked $3.39 of the $5.50. THAT LEAVES EARNINGS OF $2.11 PER SHARE TO BE DIVIDED BETWEEN THE NEXT TWO QTrs. An average of $1.06 per qtr doesn't look very promising. I was a fan, but the writing is on the wall--earnings are going down qtr over qtr and the stock price is going to ultimately reflect that. IMHO use any strength to get out.

  • It is--it's just way ahead of its value in price per share. Probably worth $50 tops at this point in my opinion. To continue higher with qtr over qtr revenue growth of less than 10% expected doesn't seem to make sense. Buyers are really looking forward on this one.

    Sentiment: Strong Sell

  • Reply to

    BITA Earnings...BEAT

    by lawstuff22 Aug 11, 2014 8:10 AM
    sme20_98 sme20_98 Aug 11, 2014 8:30 AM Flag

    IFRS earnings were .42 per share. Adjusted was .48, if that is what the analysts were using, then the article is accurate. Still not much for a $65 stock. Also looks like third qtr revenue is going to slow--high enf is 92 million vs the $84 million they just posted--only a 10% increase? not alot of growth in the qtr to qtr number for a stock that is tripling in price.

    Sentiment: Strong Sell

  • Reply to

    .42 cents doesn't seem like a blow away

    by sme20_98 Aug 11, 2014 7:46 AM
    sme20_98 sme20_98 Aug 11, 2014 8:43 AM Flag

    Sorry to give you the news pal, but it is the lline that matters. Revenue growth in the 100%'s is great except when costs are rising just as fast. And now the companies revenue estimates for the third qtr are announced and they are increasing less than 10% qtr over qtr--looks like things are beginning to slow. All i am saying is the pricing on this stock says revenue and earnings should be jumping out of the park, not growing less than 10 %. I'm reading more than one line, and the momentum players will jump this ship very soon in my opinion.

    Sentiment: Strong Sell

23.36+0.07(+0.30%)Aug 20 4:00 PMEDT

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