American Capital Agency (AGNC +1.01%), Annaly Capital Management (NLY +1.24%), and Two Harbors (TWO +0.00%) are slated to reported earnings in the coming weeks – what should investors be watching from these companies with beaten down share prices?

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson tell investors what to expect, discuss current valuations, and the dangers of timing the market.