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$17.29 -0.59 (-3.30%)
2/9/2010 4:00 PM

Annaly Capital Management, Inc. (NLY)

CAPS Rating:
***

The Company owns and manages a portfolio of mortgage backed securities, including mortgage pass-through certificates, collateralized mortgage obligations and other securities representing interests in or obligations backed by pools of mortgage loans.

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What the Community Thinks

Total Members

1175 Outperforms
163 Underperforms
 

All-Stars

290 Outperforms
65 Underperforms
 

Wall Street

16 Outperforms
1 Underperforms
 

Members bullish on NLY are also bullish on:

Members bearish on NLY are also bearish on:

Ticker Tags

Financial Services (35), Defensive (1457), Financials (1255), Mid Cap (610), Income (1401), Value (1901), Asset Management (6), Hard Asset (1002), Real Estate Investment Trusts (REITs) (169), High Yield (26)
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Annaly Capital Management, Inc. At A Glance

Current Price: $17.29
Last Trade Time: 2/9/2010 4:00 PM
Open: $17.25
Previous Close: $17.88
Daily Range: $17.25 - $17.54
52-Week Range: $12.07 - $19.74
Volume: 35,200,441
Market Cap: $9.56B
P/E Ratio: 6.48
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Stock Trends

NLY VS S&P 500 (SPY)

News & Discussion Boards

Top Bull Pitch

Recs

2

Annaly Capital Management, Inc. (NLY)

Avatar gmantrade (29.40) Submitted: 10/07/09 12:46 PM

Best in the space, backed by the fed and good dividend

Replies: 0 | Reply | Permalink

Top Bear Pitch

Recs

4

Annaly Capital Management, Inc. (NLY)

Avatar geekdiver (91.37) Submitted: 8/22/08 4:59 PM

Potential zero.

I am cautious about including this, as they may do well. BUT - if there is any sort of haircut put on Freddie and Fannie debt, they're done. Absolutely done.

Instantaneous bankrupt done.

The math is simple - they lever up and buy GSE paper using borrowed funds and their (small) ...More

Replies: 5 | Reply | Permalink

CAPS Members

picks per page. CHANGE

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Recs

0

 (NLY)

Avatar inastrangeland (27.09) Submitted: 2/09/10 1:50 PM : Outperform Start Price: $17.35 NLY Score: -0.06

Annaly is being pummelled by short sellers, probably in anticipation of the commercial mortgage blowout. What most don't realize is that NLY is the best run mortgage REIT in the business. All their mortgages are backed by the government. They have wide spreads and run a tight ship as evidenced by their performance over the last year. With a 16% dividend and a history of continued growth, it really does not get better, unless the bears drive down the price, then I will buy more.

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Recs

0

 (NLY)

Avatar mrindependent (99.29) Submitted: 2/08/10 10:30 PM : Outperform Start Price: $17.25 NLY Score: 0.15

The price for Annaly is right. The company is selling for book value and its current dividend yield is 17% based on its most recent quarterly dividend. Analysts expect Annaly to earn $3.09 per share in 2010 and $2.89 in 2011. If Annaly hits these estimates and makes cash distribution equal to 90% of earnings, then the 2010 dividend should be about $2.78 per share and the 2011 dividend should be approximately $2.60. I think downside risk is low because Annaly invests only in the highest grade mortgage backed securities. This means credit risk is close to zero. Annaly makes its money based on the spread between short term interest rates and longterm interest rates. Because the yield curve is very steep right now, Annaly is earning record returns on equity with lower than average leverage. I expect this favorable situation to continue for the foreseeable future.

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Recs

0

 (NLY)

Avatar Aristocrisis (36.27) Submitted: 2/08/10 5:14 PM : Outperform Start Price: $17.25 NLY Score: 0.15

No rate-hikes due yet

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Recs

0

 (NLY)

Avatar GunnarVagotis (95.71) Submitted: 2/08/10 5:11 PM : Outperform Start Price: $17.25 NLY Score: 0.15

want to see how the dividend plays out while the spread is still a good play... i see a lot of lateral movement in the market coming up. hope i don't forget to keep an eye on this one because if money becomes less cheap, this stock gets hammered.

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Recs

0

 (NLY)

Avatar auriolus (< 20) Submitted: 2/04/10 12:53 PM : Outperform Start Price: $18.07 NLY Score: -4.25

Stable divi payer.

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Wall Street

Results 1 - 17 of 17  

picks per page. CHANGE Expand All Pitches

Top
Pick		Member NameMember RatingStart
Date		CallTime FrameStart
Price		Stock
Gain		S&P
Gain		ScorePitch
TrackBarclaysCap 94.50 07/07/09 Outperform NS $14.48+19.38%+20.09%-0.71
TrackJimCramer < 20 06/09/09 Underperform 3W $13.15+31.45%+14.48%-16.97
TrackChuckAkre 64.78 02/24/09 Outperform 1Y $12.29+40.69%+44.93%-4.25 Toggle the visibility of 60-Second Pitch and replies
TrackFortune2009 46.17 12/11/08 Outperform 1Y $11.39+51.84%+26.10%+25.74
TrackSterneAgee 90.88 09/30/08 Outperform NS $11.47+50.76%-3.90%+54.65
TrackCreditSuiss 93.62 09/08/08 Outperform NS $14.27+21.18%-13.62%+34.80
TrackSnow 97.67 06/18/08 Outperform 1Y $12.78+35.26%-17.35%+52.61 Toggle the visibility of 60-Second Pitch and replies
TrackStifel 96.44 01/08/08 Outperform NS $13.93+24.12%-21.35%+45.48
TrackFortune2008 43.83 12/14/07 Outperform 1Y $12.94+33.66%-23.26%+56.92
TrackUBS 87.99 10/15/07 Outperform NS $11.79+46.61%-28.11%+74.73
TrackRBCCapMkts 86.33 10/12/07 Outperform NS $11.17+54.76%-27.74%+82.50
TrackSchneider < 20 09/30/07 Outperform NS $11.77+46.89%-26.38%+73.26 Toggle the visibility of 60-Second Pitch and replies
TrackRichAster 95.99 09/30/07 Outperform NS $11.77+46.89%-26.38%+73.26 Toggle the visibility of 60-Second Pitch and replies
TrackHeebner 34.75 09/30/07 Outperform NS $11.77+46.89%-26.38%+73.26 Toggle the visibility of 60-Second Pitch and replies
TrackJMP 71.98 09/18/07 Outperform NS $11.35+52.31%-24.16%+76.47
TrackFBRCapitalM 79.87 02/08/07 Outperform NS $9.90+74.72%-21.32%+96.04
TrackDeutscheSec 89.68 02/08/07 Outperform NS $9.87+75.09%-21.40%+96.49

Results 1 - 17 of 17  

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