Over the past few years, Annaly Capital Management ( NLY ) benefited from the zero interest ..... increasing interest rates, Annaly is decreasing its investment ..... minimize the loss in the long run. Annaly 's strong hedge portfolio is
rising rates have hurt many of the major mREITs like Annaly Capital Management ( NLY ), which now trades at a 21% discount to book ..... gradually rising rates can be good for an mREIT like Annaly . A steepening yield curve (when the long end of
it but I still hold the position in the REIT section of my portfolio. I am writing in response to inquires received after I wrote a very controversial piece where I stated I had sold some of my holdings in Annaly Capital Complete Story »
I plan to rest on my laurels and collect the dividends being paid in AGNC, as well as my other largest holding Annaly Capital ( NLY ). This article and the situation discussed is applicable to both names, though I will primarily focus on AGNC
This is a preferred that XOT has listed on his spreadsheet. I just bought some of NLY -D at 22.30. Paying a dividend of $1.875, that's a YOC of 8.4%. Sorry to use the term YOC, XOT, I just couldn't resist. Submitted FWIW. Niche'
loans. AGNC currently yields 16%. In a recent article . I analyzed the dividend sustainability of Annaly Capital Management , Inc. ( NLY ), another large mREIT. This article applies a similar analytical method to AGNC's results of operations
By Regarded Solutions : The beauty of Seeking Alpha is the fact that folks can begin communicating within each and every article written, and express their points of view. As long as the comments are not confrontational or irrelevant, the entire community we have, can chime in. That being said, ...
versus the behemoths in the space, Annaly Capital ( NLY ) and American Capital Agency ( AGNC ..... rounded portfolio compared to both NLY and AGNC, in my opinion. JMI is also outperforming both NLY and AGNC. Owners of both AGNC and
By Small Fry : The shellacking agency mREITs such as Annaly ( NLY ), American Capital Agency ( AGNC ), Armour Residential ( ARR ), and Hatteras ( HTS ) have received is almost entirely explained
picture, check out the price charts of the mortgage REITs, particularly the two proxies for riding the long end of the curve - Annaly ( NLY ) and American Capital Agency ( AGNC ). Gundlach: "You can take advantage of pockets of opportunity in what people don