Annaly Capital Management Inc. (NYSE:NLY)
Old Forum Content for NLY
Make a Forum Post Become a member to view recent forum posts. Already a member? Sign in here.- Cjauger: $NLY flagging
- Cjauger: @DAN #stocks $NLY
- gmj: @DrScience $O Nice. Here's to @jan2138 who helped me understand yield hogs. $RNP 7.97% yld ex date 8/13 support @ 21.50 and $NLY 13% yld E 10/23 with wkly long base $20 area back in both while i'm heavy in cash now.
-
Cjauger: ...
Bought $GS, $XLF as these were added to ATI and also had a position in $NLY. Did not like the way these traded later in the day. So took the little profit I had in these
I am in $CASH now in my trading account. For me it is time to reset, going to ... - Auto: $QS $EBAY $GDRX $HSY $GLD $MGNI $RC $NLY added long daily
- Auto: $RC $NLY $WFC $MGNI $QS added long daily
- Cjauger: $NLY working and pays 13% $NU working, $GS Working, crypto working.
- Cjauger: $NLY breaking out from a low base. Weekly chart attached
- Auto: $NLY $RC added long weekly from below love those divs
- Cjauger: $NLY has been building a low base on the weekly chart for more than a year. While rates have been high, it has maintained its quarterly dividend at $0.65, 13%.
- Henry: @Cjauger $NLY a blast from the past
- marklesparkle: @Henry $NLY remembere when it was 7 dolllars?
- stairm01: @marklesparkle $NLY It split 1:4 September of2022
- marklesparkle: @stairm01 $NLY Oh ok thats why thanks man
- Momentariness: @Lou #yieldhogs $NLY has a pretty nice yield.
- Lou: @Momentariness $NLY #yieldhogs - thanks - I never liked @NLY, even as I exchanged views with @jan2138. It's run by decent fixed income traders, but not for me.
- Zimzala: $NLY $yieldhogs Upgraded yesterday by UBS from $21 to $24. $21 has been resistance for a while with the averages trying to line up. Goes Ex on 9/28 for $0.65
- Auto: $ARR $RC watching $11.80 to add again $NLY divs working long
- Auto: $RC $ARR $NLY $BRSP love those divs working
- Auto: $RC $ARR $BRSP $NLY added love those divs
- Auto: $O $NLY $RC $BRSP love those divs long weekly
- sierramp: $NLY Upgrade by Piper Sandler to Overweight from Neutral, PT to $21.50 from $20. RBC reiterates Outperform, lowers PT from $24 to $22. High yielder, Telechart says 17.62%, Fidelity says 13.4%. @jan2138
- wpsimril: @sierramp $NLY Thanks for posting!
- sierramp: @wpsimril $NLY You might wait for this market to settle before deciding whether this is for you.
- DavidG: $NLY drifting upward from a very tight Vol Squeeze with all the MAs within that zone. I'm buying for my Retirement accts as it offers close to a %15 div. They reported earnings Apr 26 ATC.
- sierramp: @DavidG $NLY They beat on eps and rev but I don't see guidance. Do you have that info?
- DavidG: @sierramp $NLY I can't find reliable earnings and Rev. for this stock, and basically decided that based on the recent upward trajectory after the Apr26 earnings report, that investors liked the report. So basically I'm trading the chart. The MAs are tightly confluent. Can you understand their earning report? ( I'm worried that my inability to understand their numbers might be an indication of amyloid accumulation in my brain.)
- sierramp: @DavidG $NLY @jan2138 The fact that you can spell amyloid is an indication that you don't have much accumulation. I have a small position. @DrScience might be able to give better guidance. Here is a link to the report but I'm not going to attempt to analyze it. https://otp.tools.investis.com/clients/us/annaly_capital_mgmt3/SEC/sec-show.aspx?Type=html&FilingId=16588813&CIK=0001043219&Index=10000#a2023q1ip991_htm
- Auto: $ARR $NLY beat on E added long from below weekly love those divs
- scottrades: Some earnings to be aware of after the close: $META $ROKU $NOW $TDOC $PXD $EBAY $ALGN $KLAC $WM $SAVE $URI $ORLY $EQT $ENVX $WOLF $AFL $NLY $QS $PI $EW $NOVA $CP $AR $WH $MOH $TER $VKTX $AWK $LC $HELE $RJF $WSC $MMMB $CHDN $MAT $CHRW $SNBR $NTGR $IEX $PLXS $APN $TWOU $TYL $ARR $MTH $CCS $RBBN $NOV
- vitoB: @scottrades $META $ROKU $NOW $TDOC $PXD $EBAY $ALGN $KLAC $WM $SAVE $URI $ORLY $EQT $ENVX $WOLF $AFL $NLY $QS $PI $EW $NOVA $CP $AR $WH $MOH $TER $VKTX $AWK $LC $HELE $RJF $WSC $MMMB $CHDN $MAT $CHRW $SNBR $NTGR $IEX $PLXS $APN $TWOU $TYL $ARR $MTH $CCS $RBBN $NOV .....SOME?
- LFYoda: Looking for a solid high yield stock to park some of my money in. Recommendations? Long term so price fluctuations not a big deal, just company longevity. I’m looking at $LADR $MPW $NLY $VOC thoughts…
- Kid2old: @LFYoda $LADR $MPW $NLY $VOC MAIN - I have money parked in $MAIN. Pays 0.225 around the 5th of the month. About 7% now.
- mopick: @LFYoda $LADR $MPW $NLY $VOC, I would strongly recommend $RNP, solid collection of Reits from a very reputable company, yielding over 8%., pays monthly. Also, $ARCC, largest BDC company with a great track record, nevery has cut its distribution, yield over 10%. Others like $JEPI, probably my favorite, from JP Morgan, yielding over 11%, writes covered calls on their positions, pays monthly. $UTF or $UTG from Cohen & Steers, utilities and infrastructure. Solid company!! BTW, I would strongly advise you NOT to buyy $MPW. This company's financials are not great, dividend cut very possible.
- LFYoda: @Kid2old $LADR $MPW $NLY $VOC $MAIN thanks!
- LFYoda: @mopick $LADR $MPW $NLY $VOC $RNP $ARCC $JEPI $UTF $UTG thanks!
- DrScience: $NLY #Yieldhogs @jan2138 Annaly Capital goes ex-dividend tomorrow with its first .65 dividend. The stock has broken its downtrend since the company reduced the divvy from .88 at the last earnings release. The stock's fall from grace in price (22%) correlates closely with the divvy cut (25%), so it may be worth tip-toeing back into the stock for it's current 13.56 yield once the stock settles out over the next week, or so.
-
cmaxwel1: $NLY looking to add after 1/31 distribution - almost above 50, 200.
The 4 Best-Performing REITs in December
1:18 pm ET December 30, 2022 (Benzinga) Print
Evaluating relative strength is important when determining which stocks to buy. Relative stren ... - Showmethemoney7: You guys like $NLY at these levels?
- rnrdallas1939: @Showmethemoney7 $NLY this might be the best house in a bad neighborhood. Only in and out for the div. The Fed. will tell you when to own, lower, or firm rates
- issues: @issues I did a little research and found site Dana used to use: https://www.cefconnect.com/Default.aspx Some of the ones I used to own include: $TCPC $MAIN $USAC $OFS $TSLX & $SRC. I hold $AGNC and $NLY
- gmj: $RNP back in this morning to rebuild slowly been good to me fr years ….also $NLY near recent highs at 200ma ready to take profits if it doesn’t hold yesterdays low, happy to hold sideways for the dividend will add abve if crosss 200 and tests
- phgruver: @gmj $RNP $NLY This is the best $NLY has looked since it crashed back in Sept.! Interestingly, the stock goes X-div on Dec 29, but won't be paid until Jan 31. Earnings will be 7 days later on Feb. 7. Some quarters, earnings are reported a couple of days before the dividend is actually paid.
-
issues: ...
I remember getting 12% in a CD at a Savings and Loan. If I remember correctly I got 13% on AAA+ hospital bonds. T bonds were 8-9%. Getting great returns on secure investments was easy. The only question was for how long. If I bought one today the r ... - woodman: @issues $SPX $NLY $AGNC - Throughout Reagan's two terms, interest rates were higher than they are today. https://tradingeconomics.com/united-states/interest-rate (hit the Max tab). Historically, they remain on the low side.
- issues: @woodman $SPX $NLY $AGNC Right! The Federal Reserve increased interest rates (prime rate peaking at 20.5% in August 1981). Interest rates fell after that. I was sorry that I didn't buy long term bonds (T-bonds) because the dwindling rates at the S & Ls kept going down. Do you remember those halcyon years? It wasn't until 2000 that I finally gave up on S & Ls and got into the stock market. I watched some guests on Charles Payne saying he's short this market but shorting is hard for me. I have the fear of over staying my welcome and cover too soon. Like I did with TSLA. So bonds may be a better way to go, or at least some portion of the portfolio, eh?
- champ: @woodman $SPX $NLY $AGNC ....During Presidents Carters term, 1977 to 1981..... I was paying a mortgage rate at 16.7% and the high around that time was at 18.5%......and the Fed funds rate hit 20%....because of inflation again....back in the 1980's....now that was high.....and what's going on now is still low.....
- issues: @champ $SPX $NLY $AGNC That's right Champ. I am wondering how high interest rates will go under the additional massive spending just passed in Congress which will add another $1.7 trillion to the already sky-high national debt of $31.45 trillion (https://mail.usdebtclock.org/) The reason we have inflation is irresponsible/extravagant government spending! What else could it be?
- champ: @issues $SPX $NLY $AGNC....My post about the Carter years, when interest rates peaked at 20%, was just to show others that interest rates are still low......and the guess about how high interest rates could climb, is now going to be all about how #inflation holds-up over the next few month...... .....and my guess would be, maybe rates will climb up another full % point (1).......and it could play out like this..... ......the next rate hike could be another 1/2 point..... then they probably will step-down/slow-down to a few quarter point rate hikes and then they #might wait to see how the Inflation-Data plays out.......hopefully Inflation will start to drop..... have a Merry Christmas.
- gmj: $NLY hi yielder 16.7% div another worker bee. Also been bldg since mid-late Oct. nice gain on small pos, added when it stayed abv 50ma 20.05 will hold add on pb as long as it stays abv the 50ma. R -200 ma @ 25
- martyrb3: @gmj $NLY $AGNC Building both of these. Similar charts, just crossing 50. AGNC pays 15%
- cmaxwel1: $NLY breaking out
- phgruver: @cmaxwel1 $NLY How can something that is down over 50% be breaking out? Don't get me wrong, I'm rooting for $NLY. I want to see them to succeed! I bought a sizable position, on Cramer's advice, before I signed up for @Dan's coaching. The only thing positive I can say is that the accrued dividends have put me less underwater than the P/L would indicate. The value is gone, there's no getting it back, but I don't think $NLY goes to 0, so I'm not selling, but I don't see much upside until the inflation and recession issues are resolved.
- cmaxwel1: @phgruver $NLY (if you haven't already bought it. it looks like money is starting to flow into it). If you have some, which I do, I would be looking to add. last june it broke out and went up quite a bit.
- phgruver: @cmaxwel1 $NLY You comments made me look back at my stock records. I bought my first $NLY in 2011 (for income, on Jim Cramer's advice.) I have added a number of times, the most recent in 2020 for $5.35/share (pre split). Thanks to all the dividends, I am modestly in the black, but a couple of years away from being paid for by dividends (Rule of 72). As I said a few days ago, the $.88 dividend is adequately covered by the $1.06 in earnings, but the yield is 19.73%! That tells me that the "smart money" doesn't think they can keep the earnings up, and will be forced to cut the dividend. If that happens, $NLY could easily be a $6 stock again. I wish you good fortune, but I'm not adding at this time.
-
Cjauger: $NLY Provided the following update to shareholders. It is now up close to 11%. My conclusion is that the market liked the update. At today’s share price it is discounted 15% to book value. Bought a small position
NEW YORK--(BUSINESS WIRE)--
... - woodman: @Cjauger $NLY - Does the dividend outweigh the constant price erosion over the longer course of this stock's existence to justify holding it as a long term hold?
- Cjauger: @woodman $NLY Great question. Erosion is caused by the higher interest rate environment, hence there will be an inflection point at which the erosion reverses.
- vcondry: @woodman $NLY It didnt*** for me. I took quite a beating on it. Definitely worth watching and maybe a re-entry later though.
- Cjauger: @woodman $NLY at this point I am not comfortable holding anything long term.
- woodman: @Cjauger $NLY price has been moving down pretty much since inception 2013. There have been periods of significant recovery, for sure, but the overall course of this stock has not been pretty. I've just always wondered about the "yield hog" buy and hold/long term hold mentality for that reason. Perhaps no one does that, though.
- woodman: @Cjauger $NLY - I agree with you on that! I sold most of my "long term" stocks and my family's retirement account holdings mainly in January and early February and the remainder in early April.
- ProfMike1: @Cjauger $NLY Long term hold only makes sense if you want the dividend for income, and NLY can still pay the dividend. If erosion gets to a point wherein they cannot meet the dividend, then implosion.
- phgruver: @ProfMike1 $NLY Exactly! High Yield = High Risk. Always!!! At a 24% yield, $NLY is well into the danger zone, meaning that there is a high probability that they will have to cut their dividend. Remember, they just did a reverse split to boost their share price, but, as you can see, that's not working too well. If the looming recession triggers a higher than normal rate of mortgage defaults, $NLY will be in a world of hurt! There are much better opportunities for income out there.
- vscottg: @phgruver $NLY It is that high of a yield only because they did the #reverse stock split just prior to the dividend due date. To try not to tick off their common share stock holders they announced in advance that the previously committed $.22/share dividend would be paid on the pre-rev-split number of shares. Ergo, the 0.22/ pre-reverse share diividend became $0.88/post-split per share. That may have helped them avoid a lot of shareholder lawsuits post-split. However, the market then proceeded to reward them by bidding the per share market price down to 50% of the share valuation at the time the split. So, the "yield" figure given at this point is baseless
- Cjauger: @Doug1 $ETJ $O #Yieldhogs #LongGame Thank you for your post, I bought a little $NLY at $19.50 was stopped out at $18.96. It is now down another 10% at $16.27 yielding 21%. Looks like it’s going to 0, can’t stomach these kind of drops. What are your thoughts on $PDI?
- Doug1: @Cjauger $ETJ $O $NLY $PDI #Yieldhogs #LongGame Just saw your question on $PDI I'm certainly no expert but it is made up mostly of bonds, 73% corporate and 18% government At this time I'm not buying any bond funds. The expense ratio is 2.64% whic ...
- DavidM: Yieldhogs screaming lower. I had not looked at any lately. $AGNC, $BCSF, $NLY. Looks like they are going out of business.
- Margi1983: @DavidM $AGNC $BCSF $NLY Even $MAIN has had a massive drop. With inflation and higher interest rates, it appears the market hates BDC's doing debt financing
- Forexpro: @DavidM $AGNC $BCSF $NLY Thanks, DavidM, Yeah, I'm down to a placeholder in $BCSF, and have been warned by a friend whose fund owns a lot not to buy any before it reaches 6. He seems pretty confident, but it's true that with rates up, a recession maybe, possibly looming, and new money tougher to raise, these might not be the ideal hiding places, although it's fun to watch the stated dividend yield move up :-) Sure was nice while it lasted, but nothing does. Hope you're well, and thriving; all the best!
- phgruver: @Margi1983 $AGNC $BCSF $NLY $MAIN Mostly, I agree, but $NLY has an additional risk. Mortgage debt is only guaranteed to 85%, the other 15% is on the lender/servicer of the debt. In the event of a real estate collapse, $NLY could be forced to write down that 15% times their rate of leverage, which is believe is about 6:1. That could hurt ... a lot!
- maracom: @Cjauger $NLY They just paid out a dividend and a dividend cut is expected next month I believe. Sometimes stocks go down for fundamental reasons...
- Cjauger: $NLY did a reverse stock split 1 for 4. It is now trading at $19.56 (that means below $5 at old price). Monday and Tuesday, it traded at 3 standard deviations below the mean. It now yields 18%. Ripe for an oversold rally. Long, stop at LOD
- Cjauger: @maracom $NLY Thanks for pointing that out. Looking for news on that dividend cut, not finding anything. Where did you see that?
- vscottg: @Cjauger $NLY while you are searching, search here on ?NLY and read some of the historical posts from the past few days for more insight
- sgiseller: @Cjauger $NLY This stock is all about the entry, but historically as a long hold, you will lose more than the div brings you, IE 5 yr return -58 % (does not include div's in the calc)
- Cjauger: @vscottg $NLY I did. Thank you
- woodman: @sgiseller $NLY - I agree with your thoughts. That's the issue I have with many of big dividend yielding stocks like this one. Picking a couple high spots for this one: Currently trading at $19.40, since Feb 2008 (high nearly $82) it's down about 76%. Since June 2017 (high around $51), it's down about 62%. The direction is basically down, down, down and the 17% dividend yield doesn't make up for the consistent drop in price. And you have to hold it a year to get that full 17%, so even if you time a good buy, the length of time to hold it may undermine your good timing.
- grcjr: #YIELDHOGS $NLY - this hog split 1-4 yesterday. Stock is trading at an adjusted multiyear low. Current dividend yield (per Fidelity) is 17.09%. I'm back today after 10 days out in the mountains.
- stairm01: @grcjr $NLY #YIELDHOGS I've looked at many of JAN2138's Yield Hogs and they have rolled off the cliff. They are not looking good at all, but I'm watching $CLM $AGNC $NEWT for a possible bounce and move higher candidates.
- jmichaelet: @grcjr $NLY #YIELDHOGS What are the prospects that these will actually recover given the environment of rising rates? I'm attracted at these yields/prices, but it feels like the sort of play that won't come to fruition any time soon in the current environment.
- maracom: @grcjr $NLY #YIELDHOGS I remember reading their prospectus last year and I recall most of their portfolio revolves around trading US treasury bonds. With the bond market in decline, $NLY will always follow
- DrScience: @jmichaelet $NLY #Yieldhogs @jan2138's entire premise was first, income generation, and second price appreciation. While he was always a fan of buying bottoms and selling when price was extended, as long as the dividend was "safe" from being cut, he was tactical in his trades. True, it could take years for price to recover to even 6-month ago prices.
-
vscottg: @stairm01 $NLY $CLM $AGNC $NEWT #YIELDHOGS Notes from yesterday afternoon:
Annaly Capital Management, Inc. (NLY) is currently at $20.49, down $2.11 or 9.34%
--Would be lowest close since April 7, 2020, when it closed at $17.80
--On pace for largest ... -
vscottg: @jmichaelet $NLY #YIELDHOGS further notes from today:
The effects of rising interest rates continue to hit markets and none more so than in the mortgage sector. The amount of selling lately, for example, in Annaly Capital Management Inc. (NYSE:NLY) i ... - peterpaulette: @jmichaelet $NLY #YIELDHOGS I BOUGHT WHEN I WAS A BRAND NEW BROKER IN 1973..I WAS TOLD THEY WHERE VERY SAFE..THE WHERE BENEFICIAL STANDARD MORTAGE $BSM FIDELITY MORTGAGE ETC AND THEY ALL WENT BANKRUPT..THE HIGH YIELDS WHERE THE ATTRACTION...THE RISE IN INTEREST RATES WHERE THE SNAKE IN THE PIT THAT KILLED THEM ALL
- stairm01: @vcondry $BX Looks similar to many Yield Hogs ($NLY-17% $CLM- 25.98% $AGNC-15.8% $NEWT-16.5%) and banks ($BAC $JPM $FAS $C) in general. They all have rolled off a cliff and dropping like a rock. I'm watching for a bottom in AGNC and CLM, provided they continue to pay their dividend.
- vcondry: @stairm01 $BX $NLY $CLM $AGNC $NEWT $BAC $JPM $FAS $C It operates much differently than those companies though. Not a REIT and I don't believe was ever intended to be a yield hog just has gotten crushed with the wider market.
- phgruver: Well, $NLY did a reverse 1 for 4 split today. Friday's split adjusted close was $22.60, today's close was $20.60, an 8.85% one day drop. This pushes the yield up to 15.58%. It would appear that the market doesn't have much confidence in $NLY's business plan.
- grcjr: #YIELDHOGS Three I'll be watching leading into xdiv $NLY 13.73%. 9/29 $PSEC 9.76% 9/27 $NEWT 12.13% 9/19 Held for a very long time. @jan2138 got me into them.
- sgiseller: @mopick $RNP $NLY $RNO It's the entry that matters! I was looking at this when it broke below $6 but talked myself out of it. Every time I've been in $NLY I always seem to lose more in stock value than the dividends collected. Fat div is hard to resist
- phgruver: @sgiseller $RNP $NLY $RNO Unfortunately, $NLY has been a value trap for years. Look at the chart since 2008, it's a steady decline from upper left to lower right. I don't know why, but they just can't seem to get it together. The reverse stock split doesn't do anything, except give them more room to the downside. True confessions, I have a smallish position that I've held through all that. Where was @Dan, in 2008, to tell me to sell that dog! (Cramer was still pumping it, I think.) Normalizing interest rates may help them out, but I wouldn't count on it.
-
vscottg: $NLY #yieldhog #whatsthepurpose Just seeing some "yesterday" news, guess its time to make sure my shares are evenly divisible by 4. Can't remember the last time I saw a reverse split that didn't hurt me.
NEW YORK --(BUSINESS WIRE)-- Annaly ... - vcondry: @vscottg $NLY #yieldhog #whatsthepurpose aww crap thanks for the heads up...off to do the same....and yes this usually backfires.
- cmbrick: @vscottg $NLY #yieldhog #whatsthepurpose This is following an August public offering of 100M new shares. Seems a bit strange.
- cmaxwel1: $NLY time to Buy? taking a starter position.
- gmj: $RNP, $NLY back in both with a bounce off the 50ma; 7% and 13+% hi yldrs targeting the 200ma as resistance, both have been reliable workers for me in the past ... $RNP ex date 9/13, D date 9/30
- mopick: @gmj $RNP $NLY, am with you on $RNO, long-term position for me. Love the yield, montly payer.
- wpsimril: $NLY for those of us looking for yield, NLY has shown a positive change the last couple of weeks with a big move today.
- gmj: @Docoof #Yieldhogs #Yieldhog #yieldhogs Jn2138 was great help in this area... I still like $NLY, $Rnp both are back abv 8/20/50 ma's and I like $Grin when shippers are working ... best to you
Stock Price | $19.89 |
Change | 0.40% |
Volume | 12,982,700 |
Annaly Capital Management, Inc., owns, manages, and finances real estate related investments, including mortgage pass-through certificates, collateralized mortgage obligations, Agency callable debentures, and other securities.
Request Video of NLYAlready a member? Sign in here.
Past Month
Leading Peers
Past Month
Lagging Peers
Dan Fitzpatrick
Stock Market Mentor gives you EVERYTHING you need to succeed in the market; all in one place. How easy is that? Dan Fitzpatrick and his elite community of traders share trading ideas, strategies and much more. Dan Fitzpatrick--a world class Technical Analyst, trading coach and regular CNBC contributor--gives you access to all of this with a 30 day trial membership for just $7.77. Get started TODAY and start trading better TOMORROW with the following premium content:
- Nightly video Strategy Sessions with a game plan for tomorrow
- Got a stock you want Dan to look at? Just ask.
- Patent pending video alerts instantly delivered to you when one of Dan’s trading signals is triggered. This is not your typical price alert. This is a short video explaining the action you need to take to make money. No more “Woulda, coulda, shoulda”
- Access to over 90,400 stock analysis videos
- Access an ever expanding library (90,400) of educational videos that will save you time and make you money
Join a team of friends and traders that have one thing in common; a burning desire to succeed.
Become a Member Today!
Gain immediate access to all our exclusive articles, features, how-to's, discussion group and much more...
Satisfaction Guaranteed!
Your Stock Market Mentor membership comes with a 30 day, no questions asked, 100% money back guarantee!