Back in December, Matt Koppenheffer, co-host of The Motley Fool's financials-focused show, Where the Money Is, told David Hanson he'd rather drink sour milk than put his own money into shares of American Capital Agency (NASDAQ:AGNC). Three months later, shares of American Capital Agency have climbed from their lows.

Does this mean Matt is wrong about his decision or will it take more time for this decision to play out? Matt reminds investors of the importance of "process" vs. "outcome" and why another mREIT he prefers continues to be a better option.

David Hanson has no position in any stocks mentioned. Matt Koppenheffer has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.