AGNC: Rare Conference Appearances Show Insight Into Potential Goldilocks MBS Market
AGNCAGNC(AGNC) Seeking Alpha·2024-03-07 10:35

Boy Wirat I upgraded AGNC Investment (NASDAQ:AGNC) to a “Buy” rating back in June on the premise that with the Fed tightening cycle likely coming to an end that it was the time to start accumulating shares. Including dividends, the stock has generated an over 5% return since then. More recently in January I wrote that the outlook for the firm looked brighter now that it appeared the Fed would start to cut rates this. AGNC was recently at two investment conferences in late February, so I wanted to catch up o ...