By Equity Flux : Mortgage rates and U.S. Treasury rates are directly linked with each other and when one changes the other rate shows the same trend. After the U.S. recession period from Nov 2008 till May 2009, the U.S. Treasury rate artificially stayed at low levels due to a high level of Fed ...
income investment is a Collateralized Loan Obligations. ("CLO") Mortgage REITS ("mREIT") , such as American Capital ( AGNC ), Hatteras Financial ( HTS ), Annaly ( NLY ), and Two Harbors ( TWO ) are another form of leveraged fixed income investments
morning from one of the last of the players to report Q4, Western Asset Mortgage. Annaly ( NLY -2.1% ), American Capital Agency ( AGNC -2.3% ), Armour ( ARR -1.4% ), Two Harbors ( TWO -1.8% ), Invesco ( IVR -2.7% ), Capstead
mortgage REITs (mREITs). It's not even close comparing mREITs like Annaly Capital Management ( NLY ) and American Capital Agency ( AGNC ) to "dividend champions" perennially on everyone's top ten list like Johnson & Johnson ( JNJ ) and Coca
probable" dividend per share rate American Capital Agency Corp ( AGNC ) will declare for the first ..... provide a detailed analysis of AGNC 's dividend range scenarios ..... dividend payout characteristics of AGNC will provide investors with
By Markos Kaminis (Wall St. Greek) : The crisis in the Ukraine showed this week that a geopolitical shock could catalyze a capital flight to quality near-term. If such an event occurred and was sustained long enough, I believe Annaly Capital ( NLY ) could benefit. Here's how. (click to enlarge) S&P
and valuation analysis of American Capital Agency Corp.'s ( AGNC ) MBS portfolio. PART 1 ..... analysis is provided below: American Capital Agency 's Mid-Q1 2014 Composition ..... is a very detailed look at AGNC 's MBS and derivative portfolios
By Achilles Research : Annaly Capital Management ( NLY ) delivered fourth quarter results this week which contained both positive and negative themes. The mREIT reported: Q4 2013 GAAP net income of $1.0 billion ($1.07 per common share) compared to $193 million ($0.18 per common share) in the third
By Brian Grosso : This morning I had the opportunity to speak with Grier Eliasek, President and COO of Prospect Capital ( PSEC ). Mr. Eliasek is responsible for spearheading the company's diverse deal origination efforts. I am somewhat familiar with BDCs and was immediately drawn to Prospect's ...
By Equity Flux : AGNC has not only repurchased its own ..... compared to 2013's fourth quarter. AGNC has the capacity to increase its ..... interest rates start to rise. American Capital Agency Corp. ( AGNC ) is a real estate investment