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To: KaiserSosze who wrote (109187)7/18/2012 2:16:13 PM
From: KaiserSoszeRespond to of 118717
 
American Capital Agency ( NASDAQ:AGNC): Wunderlich downgraded its rating on this company from Buy to Hold and changed its price target to $34.



To: KaiserSosze who wrote (109187)7/18/2012 9:27:58 PM
From: ElroyRespond to of 118717
 
This guy's analysis lacks analysis!

"AGNC is the only stock under our coverage that we believe is well positioned to also deliver positive absolute returns under highly stressed macro conditions.

uhhhmmm, why?

By the same token, we also see AGNC as outperforming in a more benign environment where the global economy continues to trudge along at modest positive growth; under this scenario, we d expect AGNC s dividend to likely increase above the current $1.25 level."

Again, uhhhhmmm, why? Net interest margin is declining, and that should reduce future dividends.