American Capital Agency Corp. Message Board

Security! Nutcase in the 3rd row!

Every Samsung closed-source box sold, is a Wii, PS4, or Xbox not sold. And adds another 33% to the number of companies AMD has to renegotiate with as the closed-source model forces price cuts.

This isn't 2009, and the markets AMD is in now are a fraction of the size of the markets they were in then. AMD no longer has _any_ tangible assets, and its intangible assets are all leased from someone else at high expense. There is nobody handing AMD $billions for fabs, and nobody handing AMD $billions for legal settlements.

As soon as you try to compare today to 2009, and use the action in 2009 as a prediction for 2013, you represent yourself as a complete idiot who can't see beyond the first graph you click on and refuses to ask any questions once your psychic powers have given you the wrong answer.

Stop eating vending-machine burritos. But thanks for the alert.

Oh look. Zippy the Pinhead got the interwebs.

AMD PR is a wonder of noninformation, isn't it?

Intel's chips are far better than any ARM chip. Much higher performance/watt. The problem up to now has been a lot of watts. But that's been solved. There is no remaining advantage to using ARM.

Too bad AMD is staking its future on ARM.

Rory should cut the ARM development and stick to the server and console businesses. Fire about 5,000 people. Then, you know what? AMD will finally have a sustainable profit. Small, but without all that extraneous and pointless R&D expense it will be pretty unassailable. AMD might even be able to start paying a dividend. Of course, the stock will be in the $1-1.50 range, in perpetuity, but then AMD never was a growth business. Shareholders might as well trade the fantasy for some certainty and an income stream.

They sell crack at your school? That's supposed to be illegal.

The economy is growing, here and worldwide. The Chinese economy is growing like a weed. When you hear stories of a slowdown there, it's from 7% GDP to 6.5% GDP, and everyone's hair catches on fire. I'm long WYNN and I'm long Calls on the DIA.

And I'm good at this, whereas you're a trolling gambler who's made a wrong bet. 110? 50!? Put down the pipe, sherm.

i don't care if it's lottery tickets, so long as it pays well when the rest of the portfolio is flagging

You already missed AMD's last run. But if your price is $5, I'll sell you those shares. Especially if you already own them.

Wow. Adding COST raises MARGINS? Who did the math on that?

You idiots never think past cut and paste.

No, most of the people who aren't just out for themselves are in fact not at all wealthy.

If you don't understand that, maybe your entire view of humankind is erroneous, and your ideas about solutions for its problems have nothing to do with the people the solutions are being applied to.

The average yield of all Dow stocks is 2.71%. I believe that is as of today.

So assuming equal weighting (which isn't the case), the DIA ETF would pay about $4.15/year, or 35 cents in an average month. A monthly 35-cent div on a $150 ticker isn't really worth handicapping, so we're probably spinning our wheels, here. Though it's nice to know it's not a negative.

Interestingly, all Dow stocks now have a nonzero yield, between 0.58% (BAC) and 5.13% (AT&T).

Is this your first trip to the stock market? Sure seems like it. You're just a bundle of naivety and cliche'd fallacy.

Hey. It's AMD. Its Q3 report is going to be a fantasy novel. Might as well tease it with total fabrications a few months ahead of time.

"DIA is a monthly payer.. Which has not yet paid out any distributions that reflect the div hikes from two of its largest components, JNJ and IBM. This ETF still has at least 2$ in it.. maybe more."

This bubbled up in the back of my head just now. Are you saying the June div on DIA could be two dollars?

It just went ex-div 9 days ago and has 3 weeks left in the cycle. If it gets around that there's a 16% annualized yield to be had on the Dow's doppleganger, the run could be fun.

My only question is your math. How did you scale from the company divs to the ETF's div? They may be heavily weighted (i don't know their weights) but they're still two of 30 tickers in the list. And the ETF is 1/100th of the index. And this month is only 1/12th of the year. So maybe $2 is a little aggressive as a bump for June?

Good point. I haven't even been looking for the div announcement. It's due in a week. But that's if it's early. They've announced as late as the 24th. And the last SPO and div were pretty close together. So I wouldn't rule out a SPO entirely.

And they'll definitely be using the undistributed income up. Unless Kain created the world's best hedge, the last few weeks of MBS slide will have clobbered the TBAs.

Well, yeah, if the Fed is going to stop buying. One thread over I made the case that MBS prices have dropped so low in a month that BV must be below the current SP and we're ripe for a SPO-and-go.

MBS prices have dropped precipitously this month. From a peak of 106.22 on 5/1 to a low of 101.11 yesterday. Then they started going up again. AGNC's 1-month chart looks a lot like any issuer's 30-year MBS chart.

Oddly, federal paper has gone the other way. Or maybe not so odd. Government debt is a lot less volatile than MBSs. Ironically, because the government is meddling in the MBS market.

This is all a rush for the exits in mortgage bonds, and it started well before the Fed confirmed that the desire to end QE has infected more board members.

Anyone going from long to flat in MBS is going to go neutral or short AGNC on the same theory. So it's not an attack. It's just business.