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Annaly Capital Management - derzeit etwa 15% Div-Rendite (Seite 7)

eröffnet am 31.05.10 14:54:27 von
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22.11.19 19:38:28
21.11.
Kevin Keyes to Depart as Chairman, CEO and President of Annaly
https://www.wallstreet-online.de/nachricht/11923787-kevin-ke…

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Annaly Capital Management, Inc. (NYSE: NLY) (“Annaly” or the “Company”) announced today the departure of Kevin Keyes from his roles as Chairman, Chief Executive Officer (“CEO”) and President of the Company and member of the Board of Directors (the “Board”). The Board and Mr. Keyes have mutually agreed that his departure will be effective today. Mr. Keyes is retiring from the Company’s external manager, Annaly Management Company LLC (the “Manager”) and its affiliates; he will be available for consultation to ensure a smooth transition.
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The Board has named Glenn Votek to serve as CEO and President on an interim basis. Mr. Votek has been elected to the Board and will also continue to serve as Chief Financial Officer.

The Board has formed a search committee and has commenced a search for a permanent CEO, including both internal and external candidates.

Mr. Votek has been instrumental in the development and execution of Annaly’s strategy, operations and oversight of the financial and technology functions. Mr. Votek, who joined Annaly in 2013, is a well-known industry veteran with more than 30 years of experience in financial services.

Prior to his role as CFO at Annaly, he served as Executive Vice President and Treasurer at CIT Group since 1999 and also President of Consumer Finance since 2012.

As part of the Company’s ongoing efforts to strengthen its corporate governance, the Board has separated the roles of Chair and CEO and named Independent Director Thomas Hamilton to serve as Chair of the Board. Mr. Hamilton, former Global Head of Securitized Product Trading and Banking and Head of Municipal Trading and Banking at Barclays Capital, has spent 24 years in leadership positions in the financial industry and has significant experience and expertise across fixed income markets.
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Annaly Capital Management | 9,155 $
4 Antworten
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05.02.20 11:17:49
Antwort auf Beitrag Nr.: 61.994.606 von faultcode am 22.11.19 19:38:28ein kaufen bei comdirekt heute war aus regulatorischen Gründen nicht möglich:confused:
Brexit?
Annaly Capital Management | 8,905 €
2 Antworten
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05.02.20 12:19:41
Antwort auf Beitrag Nr.: 62.588.503 von curacanne am 05.02.20 11:17:49eigenartig. Gut, dünner Handel ist hierzulande:




NLY = US0357104092 hat aber mit UK und Brexit nichts zu tun.

Ich sehe auch keine besonderen News hier: https://www.annaly.com/
Annaly Capital Management | 8,905 €
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05.02.20 17:41:44
Antwort auf Beitrag Nr.: 62.589.274 von faultcode am 05.02.20 12:19:41danke für die Antwort, habe es noch einmal vergeblich versucht auf tradegate und in usa, werde die comdirekt mal anrufen, obwohl ....
Annaly Capital Management | 9,890 $
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14.02.20 16:36:56
die Repo-Markt-Eingriffe der FED starteten so am ~11.9.2019

=> man könnte meinen, daß der Kursanstieg seitdem bei NLY kein Zufall ist:

Annaly Capital Management | 10,35 $
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16.03.20 14:18:50
Antwort auf Beitrag Nr.: 61.994.606 von faultcode am 22.11.19 19:38:2816.3.
Annaly Capital Management, Inc. Names David L. Finkelstein Chief Executive Officer
https://www.annaly.com/investors/news/press-releases/2020/03…
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Annaly Capital Management, Inc. (NYSE: NLY) (“Annaly” or the “Company”) announced today the Board of Directors (the “Board”) has elected David L. Finkelstein as its Chief Executive Officer and a member of the Board, effective March 13, 2020.

Mr. Finkelstein will also retain his current role as Chief Investment Officer. Mr. Finkelstein succeeds Glenn Votek, who has acted as Interim CEO and President since November 2019. Mr. Votek has been named as Senior Advisor to the Company for an interim period to ensure a smooth and orderly transition and will support the Company thereafter as a continuing member of the Board.

The promotion of Mr. Finkelstein affirms the Board’s confidence in the depth of the Company’s senior management team and the Company’s strategic outlook and capabilities. The appointment is the result of a comprehensive search process conducted in partnership with the CEO Search Committee of the Board and a leading executive search firm, which included both internal and external candidates.

Mr. Finkelstein has demonstrated his leadership in shaping the Company’s investment and corporate strategy since joining Annaly in 2013. Mr. Finkelstein has 25 years of experience in fixed income investments. Prior to Annaly,Mr. Finkelstein served for four years as an Officer in the Markets Group of the Federal Reserve Bank of New York where he was the primary strategist and policy advisor for the MBS Purchase Program.

Previously, Mr. Finkelstein held senior Agency MBS trading positions at Salomon Smith Barney, Citigroup Inc. and Barclays PLC. Mr. Finkelstein received a B.A. in Business Administration from the University of Washington and a M.B.A. from the University of Chicago, Booth School of Business. Mr. Finkelstein also holds the Chartered Financial Analyst designation.

...

=> also eine interne Lösung
Annaly Capital Management | 5,500 €
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26.03.20 01:03:16
nachdem ja die US-mREIT's zuletzt massiv unter die Räder gekommen sind:

25.3.
Why the commercial mortgage bond market looks dire right now
https://www.marketwatch.com/story/why-the-commercial-mortgag…
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And by one important measure — bond bid lists — there are still parties out there looking to raise cash, reduce their risk or simply dump swaths of exposure.
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Tom Barrack, chief executive of Colony Capital Inc, warned in a weekend post of a “domino effect” of margin calls, foreclosures and borrower defaults in the nearly $16 trillion U.S. commercial real estate debt market from the “invisible enemy” of COVID-19, the disease caused by the coronavirus.

Importantly, unlike corporate bonds, most commercial property bonds are not yet eligible for sweeping rescue facilities rolled out this month by the Federal Reserve to help restore order to rattled financial markets.
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“Last week, most of the lists weren’t even getting bids,” said Adam Murphy, founder of Empirasign, a platform that tracks bond-trading activity. He also said that some sellers this week instead are turning to “all-or-nothing” lists.

“The reason for that can be twofold,” he said. “Either you get a margin call and need to liquidate multiple positions simultaneously. Or it’s people trying to find a more expedient method of transacting.”






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Aus der Präsentation vom Februar 2020 (residential): die mit Abstand meisten Assets sind Agency MBS's:







Ich meine sogar, daß NLY ohne direkte US-Hilfe bei ~USD5 einen Boden gefunden haben könnte:
• auch in der Vergangenheit gab es -50%-Korrekturen (von USD20 --> USD10), nur diesmal halt extrem zügig (von USD10 --> USD5):



=> der 18.3. sollte der Washout-Tag (mMn) gewesen sein:




USD5 für eine Aktie heißt aber mMn auch, daß die Dividende mittelfristig halbiert werden wird, um von ~17% p.a. Div.-Rendite wieder auf ~8% p.a. z.B. zu kommen
Annaly Capital Management | 5,950 $
4 Antworten
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04.04.20 11:47:13
Antwort auf Beitrag Nr.: 63.133.513 von faultcode am 26.03.20 01:03:16für mich nun bei 4 Dollar Kaufkurse. Mal wieder eine gute Spekulation gegen den "Systemuntergang".. wie 2008/2009 - und wenn der nicht kommt, sind hier über 100% plus mittelfritsig gut möglich.
Für etwas konsvervativere Anleger halte ich auch die Preferreds bei nun ca. 14 Dollar hochinteressant.
Ebenso bei AGNC.
Keine Empfehlung! Anlagen streuen!
Annaly Capital Management | 3,715 €
3 Antworten
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04.04.20 11:50:12
Antwort auf Beitrag Nr.: 63.237.114 von wallstreetmarc am 04.04.20 11:47:13die Buchwerte sind wohl gerade auch ein Problem. Man weiss den Stand aktuell meist nicht.
Und da viel gehedgt wird, kann der Buchwert schon einbrechen gerade..
Aber manche Analysten gehen sogar von steigenden Dividenden ab Jahresende aus, weil sich die Zinsstrukturkurve gut entwickelt.
Annaly Capital Management | 3,715 €
2 Antworten
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04.04.20 12:17:39
Antwort auf Beitrag Nr.: 63.237.138 von wallstreetmarc am 04.04.20 11:50:12ein großer Teil der aktuellen Probleme bei den mREIT's hängt wohl mit dem "Mark to Market"-Prinzip zusammen, zu dem die US-Banken auch zuletzt wieder griffen, und was zu vielen Margin Calls führte:

3.6.
How Banks Damaged Mortgage REITs
https://seekingalpha.com/article/4335912-how-banks-damaged-m…

• Some banks have been aggressive in seizing collateral to sell at fire-sale prices. Their action is one of the major forces driving the change in valuation.

• Their justification relies on mark-to-market accounting. While mark-to-market is a great concept, it has been abused over the last month.

• To demonstrate how mark-to-market accounting can destroy asset prices, we're applying the same financial model to the market for cars.

• A group containing many leading real estate investors is encouraging the government to step in and correct the issues. Similar pressure was needed in 2009 to reduce misguided regulatory pressure.

• Both Agency and non-agency MBS saw significant pressure during the quarter. The pressure on Agency MBS was dramatically reduced in late March when the Federal Reserve stepped in.


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In light of these events, it is important for the Financial Accounting Standards Board (FASB) to take action to immediately suspend mark-to-market accounting. It is simply not possible to properly value assets in illiquid and non-functioning markets. The rationale for this view follows.

We are concerned that the "mark to market" or "fair value" (FAS 157) accounting rules will further exacerbate the growing financial crisis. As liquidity diminishes, the value of asset-backed securities (ABS) collateral (including commercial mortgage-backed securities, or CMBS) will continue to decline.

When the market-based measurement no longer accurately represents the underlying asset's true value, a company should not be forced to calculate the selling price of these assets or liabilities during unfavorable or volatile times, such as today's COVID-19 crisis.

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Die Idee mit den Preferred Shares finde ich auch gut. Da gibt es z.B. die Reihen NLY-F und NLY-I
https://www.annaly.com/investors/stock-information/dividends…

https://finance.yahoo.com/quote/NLY-PF?p=NLY-PF

https://finance.yahoo.com/quote/NLY-PI?p=NLY-PI
https://www.wallstreet-online.de/aktien/annaly-capital-manag…
Annaly Capital Management | 3,715 €
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Annaly Capital Management - derzeit etwa 15% Div-Rendite