Thai Noipho/iStock via Getty Images Co-authored by Treading Softly. When you hear the word catalyst, what comes to mind? For many, you may immediately think of your car and its catalytic converter. Good thinking! The catalytic converter contains a material to help finalize the conversion of emissions in your car's exhaust system to less dangerous and less smelly gases. A catalyst is something, a chemical, a material, or an energy source that helps kickstart a reaction and often remains unchanged by the ...

股息支付能力 - AGNC Investment是一家吸引人的股息股票，每月支付高达15%的股息，远高于标普500指数的1.5%股息[1] - 公司的股息能否长期持续支付是投资者关注的焦点，关键因素之一是公司的净资产回报率（ROE）必须高于15.5%[3] - AGNC Investment目前的ROE与股息水平相对匹配，公司有望继续支付高额股息，尤其在利率波动减少的环境下[5] - 公司认为当前的股息水平与回报率以及市场状况相符，因此在可预见的未来应该能够继续支付目前的股息[8]

公司财务数据 - AGNC第四季度的关键数据显示，净利差和Dollar Roll环比下降$0.05，公司发行了4300万股股票，增长约6%[3] - 公司报告显示，利差保持稳定，但现金收益持续下降[4] - 公司管理层报告显示，公司具有52亿美元的强大流动性，第四季度末CPR平均为11.4%，与基于国债的对冲的MBS表现明显好于掉期[6]

Kwanchanok Taen-on Interest rates and inflation have been the overarching themes in financial markets for the last couple of years and that situation won't change any time soon. Our clever, initial remedy was to identify fixed-to-floating rate preferreds that would soon convert from fixed to floating and insulate us from the pain of rising interest rates. The AGNC Investment Preferred Series ((NASDAQ:AGNCL), (AGNCM), (AGNCN), (AGNCO), and (AGNCP)) are each fixed-to-floating. Our objective today is to consid ...

History is a great teacher. Looking back on the stock market’s last 100 years, we find dividend investing beats all other stocks. They handily outperform the S&P 500 and have never had a losing decade.It makes sense dividend stocks would be so good. They tend to be profitable businesses that have been through numerous business and economic cycles. Coming through intact, if not better off, they share their success with shareholders.And it turns out, among dividend payers, high-yield stocks are a superior inv ...

David Gyung AGNC Investment Corp. (NASDAQ:AGNC) is a well-managed mortgage real estate investment trust with a $60 billion portfolio consisting mainly of 30-year duration agency mortgage-backed securities. The trust suffered painful declines in its book value last year as the central pushed rates up and mortgage-backed security spreads widened. With that being said, with the shift in the central bank's interest rate strategy for 2024, mortgage trusts have become more compelling passive income vehicles again ...

Domepitipat From our first standalone coverage of AGNC Investment Corp. (NASDAQ:AGNC), we have pretty much stuck on neutral. The stock fell in the category of "why bother when returns won't be juicy". That has generally played out over this entire timeframe. Investors would have been better off sitting in cash and liquidating it versus staying in AGNC. Most investors use AGNC as an "income" source, so after taxes on those large dividends (which cannot be offset against the capital loss), you are down quite ...

coldsnowstorm I upgraded AGNC Investment (NASDAQ:AGNC) back in June, saying that with the Fed tightening cycle likely coming to an end now was the time to start accumulating shares. Including dividends, the stock has generated an over 5% return since then. Let's catch up on the name after its recent earnings report. Company Profile As a refresher, AGNC is mortgage REIT that primarily derives its income from the spread between the interest it earns on the mortgage-backed securities (MBS) it holds and its bor ...

Tungus-ka/iStock via Getty Images A reader recently asked me about my outlook on mortgage REITs. They wondered why I had such an uninspired outlook when nearly everyone agrees that interest rates are going to fall. I want to answer that for you, but it might as well be an article. Mortgage REITs are the poster child for high yield investing. Yields are regularly in the double digits. Often, they move into the upper teens (before cuts, hurray). The ideal environment for mortgage REITs depends on your perspec ...

Surging interest rates have made the last few years very challenging for the real estate sector. They've increased borrowing costs while causing a lot of volatility in asset values.AGNC Investments (AGNC 0.52%) hasn't been immune to these issues. While the mortgage real estate investment trust (REIT) invests in low-risk, mortgage-backed securities (MBS) guaranteed against credit-default risk by government agencies, it has battled volatility in interest rates and MBS spreads. That has weighed on its returns. ...