American Capital Agency (AGNC) Buy, Sell or…

American Capital Agency (AGNC)

10.30

-0.26 (2.46%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

34 watching

WATCH

A mortgage REIT. Not as exposed to the various refinancing programs being rolled out in the US as Annaly Capital Management (NLY-N), so is a little more insulated. They are frequent issuers of capital, so he would wait for an equity raise.

BUY

They borrow money at a very low rate and leverage up their balance on mortgages, which are backed by the government. For retired persons, he would suggest a 3% weighting with 1.5% in this company and 1.5% in Annaly Capital (NLY-N) and then watch them like a hawk.

BUY

Agency Mortgage REIT meaning it buys pools of mortgage backed securities and guaranteed effectively by the US government. What has really driven the distributions is the flattening of the yield curve. Borrows at about 2% and invest in pools of about 3.5% and lever the spread. If you are comfortable in getting a 15% total return you can buy but you might have to put up with the distribution coming down a little bit in the next 12 months.

BUY

This is a company that invest in government issued mortgages. This is one of the best managed mortgage backed REITs. Basically you are buying interest rate and the health of the mortgages. This one is basically invested in mortgages that were issued in 2008-2009 which are relatively high quality.

COMMENT

(Market Call Minute) Buy on an equity raise. Great name.

WAIT

US mortgage REIT. Own mortgage-backed securities that are guaranteed by the US Fed. There will probably be a capital raise out of them so he wouldn't buy at these levels. BV is about $28 compared to the current price of about $30.50. Wait for the next capital raise.

COMMENT

19.6% dividend yield. Currently trading at $28.44 with a 52 week high of $30.76. Is this a good buy when it is so close to its high? This is a mortgage-backed security and is backed by the US government. Their spread is very juicy.

COMMENT

Recently came out with the new issue, which went quite well. Well respected agency REITs. Huge yield of nearly 20%. Backed by the US government. Hasn't done enough work to give further comment.

BUY

Mortgage REITs, which are not available in Canada. Owns agency mortgages, which are agencies that are insured by Fannie Mae, Freddie Mac and Ginny Mae. Yield more because they utilize more leverage. A lot of noise and if you can deal with the volatility, the distribution is sustainable and you’ll do well.

BUY

Mortgage REITs are not as simple as people think. There are a lot of things that the average investor cannot stay on top of. This is a good quality name. 19% yield at current prices.

DON'T BUY

Doesn’t own real estate but owns pools of residential mortgage backed securities. The mortgages it owns are insured by Fannie Mae, Freddie Mac and Ginny Mae. Prefers to buy in the low $28s or when they do an equity raise and Sells at around the current price. Very complex product.

BUY

US mortgage REIT so they don’t own real estate but own pools of residential mortgages. Think of it as an investment in a levered US mortgage portfolio. Relatively safe. Buy below $29, which gives you a 20% yield. When it gets above $30, he tends to trim his position. You own solely for the income as there is very little upside.

BUY

They borrow short and lend out long. Have some esoteric mortgage on their books. Two issues, because they borrow on the short end of the curve, if you think rates are going to go up then the stock price would go down. They paid a huge yield and then went back to dividend. This is the time to buy this type of company. There is a re-financing risk where people may refinance a mortgage and the company gets paid off. Likes it over the long term. Mortgages are backed by Gov’t. You get the return but you don’t get a lot of growth.

BUY

Prayers should not be a part of an investment strategy. Yield is 20%. Business model is that they pay out all of their earnings. He would be a seller at this level. Pure yield vehicle. Risk is not there due to Fannie Mae and Freddie Mac guarantees mortgages.

BUY

They borrow short and lend out long. The risk is if short rates go up dramatically. They can pay their 20% dividend no problem. People buy this right before it goes X-dividend and it spikes.

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American Capital Agency (AGNC)