1. AGNC Investment Corporation is a well-managed mortgage REIT poised to benefit from the central bank's recent rate cuts, enhancing its 14% dividend yield. 2. AGNC's Q3 profit exceeded expectations, with a 5% QoQ book value growth, driven by favorable interest rate environments for mortgage-backed securities. 3. Lower borrowing costs and higher valuations of mortgage-backed securities should support AGNC's book value growth and net interest income trajectory.