
"Every business is going to have cycles (of) good times and bad times," says American Capital ( AGNC , MTGE ) CIO Gary Kain, speaking at a conference ( transcript ) ( presentation ), and not willing to admit this is a bad time
American Capital Agency ( AGNC ) Barclays Americas Select Franchise ..... managed by American Capital both AGNC and MTGE, AGNC being the larger now the second ..... com/article/1457621- american - capital - agency -management-presents-at-barclays-americas-select-franchise-conference-transcript
By Dividend Pros : Agency mortgage REITs are entities that invest in a portfolio of mortgage backed securities (MBS) that are directly or indirectly backed by the government, financed with short-term repos against these securities. Although the credit risk for agency mREITs is minimal, they are ...
By David White : Apollo Residential Mortgage Inc. ( AMTG ) is a REIT that invests in , finances, and manages RMBS, residential mortgage loans, and other residential mortgage assets throughout the U.S. The company is externally managed and advised by ARM Manager LLC, which is an indirect subsidiary
By Black Coral Research : The mortgage sector has been underperforming over the last few quarters due to QE3 measures taken by the government. But REIT stocks are beginning to rebound as mortgage rates increase along with the spread. Most of the companies in the sector reported declines in net ...
Solutions : After my previous article , in which I offered my opinion on the most recent weak performance of American Capital ( AGNC ) compared to the more positive performance of Annaly Capital ( NLY ), all of the stocks in the mREIT sector have continued
seen a sell-off after poor earnings from both American Capital Agency ( AGNC ), Annaly Capital ( NLY ). There was also disappointment ..... discussed. Brief review of earnings highlights The AGNC earnings report was indeed worrisome as it registered
in recent weeks, with the sector falling about 5% from early-April peaks and some popular stocks like American Capital Agency ( AGNC ) and Western Asset Mortgage Capital ( WMC ) falling 10-12% within a few trading days in May. This while
The issue isn't if the Fed exits, it's a question of whether they exit way earlier than expected," American Capital ( AGNC ) CIO Gary Kain tells Bloomberg , feeling his portfolio is better-positioned now than in Q1 when higher rates took a chunk
By Christopher F. Davis : With the recent fears of pressure on mortgage real estate investment trusts (REITs) due to fears of increasing rates that would diminish profit margins, I have begun to share my thoughts on the space. Recall that a REIT is simply any corporation, trust or association that