American Capital and More Big Movers in Real Estate Operations on November 13, 2012

It's been a good morning for the market. The Nasdaq is trading up 0.2%; the S&P 500 has increased 0.6%; and the Dow has climbed 0.5%.

The Real Estate Operations sector (IYR) is relatively unchanged on a good day for the market overall. So far, the biggest movers in the sector are:

Company	Market Cap	Percentage Change
American Capital (Nasdaq:AGNC)	$10.39 billion	-4%
PennyMac Mortgage (NYSE:PMT)	$1.02 billion	-3.7%
CYS Investments (NYSE:CYS)	$2.2 billion	-3.3%
Select Income (NYSE:SIR)	$781.4 million	+3.3%
Invesco Mortgage Capital (NYSE:IVR)	$2.34 billion	-3.2%
Capstead (NYSE:CMO)	$1.18 billion	-3.2%
Hatteras (NYSE:HTS)	$2.57 billion	-2.7%

Broker Summary: TD Ameritrade Thinkorswim

American Capital (Nasdaq:AGNC) has decreased to $29.21 per share, a 4% fall. With 10.4 million shares changing hands so far today, the company's volume is 1.7 times the average volume over the last three months.

PennyMac Mortgage (NYSE:PMT) is down 3.7% to reach $23.55 per share. The company's volume for the day so far is 657,343 shares.

At $12.19, CYS Investments (NYSE:CYS) has slipped 3.3%. The company's volume is currently three million shares for the day, 1.2 times the average daily volume.

Select Income (NYSE:SIR) has risen 3.3% to hit a current price of $25.84 per share. The company is trading at a volume of 63,845 shares.

Invesco Mortgage Capital (NYSE:IVR) is currently trading at a share price of $19.50, a 3.2% decline. At 1.5 million shares, the company's volume so far today is 0.9 times its average over the past three months.

After a decline of 3.2%, Capstead (NYSE:CMO) has hit a share price of $11.53. The company is currently trading a volume of 1.3 million shares.

Hatteras (NYSE:HTS) has fallen 2.7% and is currently trading at $25.36 per share. So far today, the company's volume is 506,868 shares, in line with the current daily average.

The Bottom Line The nature of the market is such that stocks will have good days and bad days. Daily stock performance should be weighed against historical performance and put in context of the market overall. Tools like valuation ratios and profit margins, however, are only as useful as the context you put them in; remember to take historical data and competitor performance into account.