American Capital Mortgage (NASDAQ:MTGE)

CAPS Rating: 4 out of 5

Results 1 - 16 of 16

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Member Avatar afewgoodstocks14 (65.38) Submitted: 4/10/2014 6:03:48 PM : Outperform Start Price: $19.06 MTGE Score: -2.29

Div. (Yield) $2.60 (13.5%)

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Member Avatar mijoeash (< 20) Submitted: 8/3/2013 12:36:50 PM : Outperform Start Price: $17.55 MTGE Score: -2.02

Tar has been beaten out of this unloved cash machine. 3-4 qtrs. of stable earnings and look out.

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Member Avatar fearandgreed2005 (89.63) Submitted: 7/25/2013 2:37:04 PM : Outperform Start Price: $16.70 MTGE Score: +4.91

Stock already beaten down in anticipation of rising interest rates. Huge yield of 17% and capital appreciation after rates stabilize will cause stock to outperform. Rising long term rates and low short term rates will be positive for earnings. Solid management team will be able to steer the company through the present short-term turmoil.

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Member Avatar blesto (31.64) Submitted: 6/5/2013 4:01:46 PM : Outperform Start Price: $18.07 MTGE Score: -8.91

http://wiki.fool.com/The_Graham_Number
Formula: Fair value=Sqrt(22.5*EPS*BV) I expanded it a little by also using EPS Normalized and Tangible BV
My current Graham Number Valuation Range (GNVR) for MTGE: $57.26 to $69.69

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Member Avatar WaitForTrade (< 20) Submitted: 4/1/2013 12:37:41 AM : Outperform Start Price: $22.36 MTGE Score: -32.80

dividend

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Member Avatar awallejr (82.72) Submitted: 3/9/2013 5:13:32 PM : Outperform Start Price: $21.73 MTGE Score: -31.26

yield

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Member Avatar bigsur2 (< 20) Submitted: 2/23/2013 2:59:50 PM : Outperform Start Price: $21.35 MTGE Score: -31.83

it being a hybrid mortgage mlp makes it less exposed to rising interest rates of the currently owned fanny/freddy assets. the fed will by 2015 begin raising the rates

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Member Avatar Baptistfundi (< 20) Submitted: 11/29/2012 10:50:43 AM : Outperform Start Price: $20.20 MTGE Score: -35.63

Because!

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Member Avatar HarryCarysGhost (99.76) Submitted: 9/27/2012 8:51:09 AM : Outperform Start Price: $19.93 MTGE Score: -32.81


Ok, some of you may know that I started a contest-
http://caps.fool.com/player/foxforce5contest.aspx

The goal is to try and prove that dividend stocks are better (in most cases) over the long term, rather than high-flying pennystocks.

As the rules were set up I anticipated a 50-50 mix of divi and non divi players. So far the results have panned out much like I expected.

To even prove my point further, I put cold hard Moneta beans on my pick of MTGE.

Yep that's right- 500 cold clams were just sitting in my brokerage, those divis add up!

It's a mortgage real estate investment trust brought to you by the same folks that brought you ANGC, so management is trustable as far as you can trust when dealing with their sorts. By law they have to pay out 90% of earnings.

MTGE takes on more risk, to the tune of 6.7 levered if I recall, but as long as the Bernanke is sloshing out free money I have no reason to think that this will not work out.

Note (I followed all Fool disclousure policys while making this purchase) Although if you ever see TMF in front of my Caps name it's clear the Gardner brothers have taken the brown acid ;)

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Member Avatar FoxForce5contest (23.56) Submitted: 8/18/2012 9:34:12 PM : Outperform Start Price: $18.79 MTGE Score: -28.67

On 8-18-12 HCG aka me, picked this stock.

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Member Avatar lbjack (< 20) Submitted: 7/7/2012 6:04:59 PM : Outperform Start Price: $19.32 MTGE Score: -37.87

MTGE has the same management as AGNC. While MTGE is a hybrid chartered to invest in non-agency as well as agency paper, in practice MTGE is heavily weighted agency paper. MTGE is a wallflower that hasn't had the publicity of AGNC. Nor is does it have AGNC's big market cap. But MTGE is a less mature stock than AGNC and thus may have more growing room than it's older sibling.

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Member Avatar stevelondon1 (< 20) Submitted: 4/10/2012 9:57:06 PM : Outperform Start Price: $15.52 MTGE Score: +5.26

works well in this intrest enviironment.

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Member Avatar TMFCop (84.64) Submitted: 4/5/2012 8:44:03 AM : Underperform Start Price: $16.24 MTGE Score: +15.02

A tsunami of foreclosures is coming that could very well dwarf what we saw in 2010. There are 9 million homes in the foreclosure pipeline that will need to be cleared first before any housing recovery will sprout. I'm expecting the housing and mortgage markets to remain a shambles for years to come yet.

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Member Avatar investisseuse (36.53) Submitted: 3/15/2012 7:05:15 PM : Outperform Start Price: $16.26 MTGE Score: -14.20

Yield curve looks good for now. I'ts time to make money in real estate again!

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Member Avatar mplaut100 (65.84) Submitted: 11/16/2011 6:46:10 PM : Outperform Start Price: $12.11 MTGE Score: +8.75

Run by the same folks who are doing so well with AGNC, I expect this to be a winner.

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Member Avatar Guin3666 (52.50) Submitted: 10/12/2011 9:37:24 AM : Outperform Start Price: $11.03 MTGE Score: +20.06

mreit

Results 1 - 16 of 16

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