Author Topic: FNMA and FMCC preferreds. In search of the elusive 10 bagger.  (Read 5104420 times)

james22

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16940 on: January 23, 2021, 01:06:48 PM »
Capwelth Tim Pagliara GSE update https://www.youtube.com/watch?v=V54XNM7V23E&feature=youtu.be

thanks for posting... excellent

Yes, very encouraging.

Must be very confident in the SCOTUS outcome?

32:10 "They've [the Government] been unburdened of taking on the tough political challenge of saying this money's been paid back, because the Court's going to do it for them. And they know they're going to lose."
BRK, BAM, MKL l SV, EM l PLTR l Fannie Mae, Freddie Mac l Cash


investorG

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16941 on: January 24, 2021, 12:26:01 PM »
After the shares turnover to a new investor base in days / weeks, the pref will likely drift higher until the Collins ruling imo.   

With the letter agreement the Tsy is incentivized to move forward because they won't receive cash for decades and they are potentially also on the hook for $125bn / $50bn in Sweeney / Lamberth, even if Collins APA is a loser.

Tsy has time to formulate their favored end-state for FnF during 2021 and then execute that plan over the following 1-3 years, economy willing. 


Wiggins

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16942 on: January 25, 2021, 10:12:04 AM »
Good read from Mr. Tim Howard:
https://howardonmortgagefinance.com/

Here's to hoping facts win the day.

COBFInfinity

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16943 on: January 25, 2021, 07:36:50 PM »
Here's to hoping facts win the day.

60% of the time, it works every time.

muscleman

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16944 on: January 28, 2021, 07:59:41 AM »
it may be interesting to start a small position here BTW.  ;) I wouldn't go big though.
I am muslceman. I have more muscle than brain!

typicalvalue

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16945 on: January 28, 2021, 08:02:38 AM »
it may be interesting to start a small position here BTW.  ;) I wouldn't go big though.

This last week I've been added some high dividend FMCC pdfs. Interesting R/R. If APA is a win in SCOTUS this could be a steal.

emily

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16946 on: January 29, 2021, 10:46:44 AM »
“You know  him who shorted housing in 2008? Listen to all of it. These are everywhere”
http://video.foxnews.com/v/6227190092001
https://youtu.be/6fs_lyGn4YA

emily

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16947 on: January 29, 2021, 01:17:19 PM »
“Sound familiar with Fannie Mae and Freddie Mac? Do you really think they care about little guys or the housing market stability due to lack of capital or the MBA type lobby is winning? Did you see how much revenues banks made in trading off little guys?
https://twitter.com/i/status/1355215499769077770



“You know  him who shorted housing in 2008? Listen to all of it. These are everywhere”
http://video.foxnews.com/v/6227190092001
https://youtu.be/6fs_lyGn4YA

emily

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #16948 on: January 30, 2021, 08:50:22 AM »
https://youtu.be/U9cZrxh-tdA

“Sound familiar with Fannie Mae and Freddie Mac? Do you really think they care about little guys or the housing market stability due to lack of capital or the MBA type lobby is winning? Did you see how much revenues banks made in trading off little guys?
https://twitter.com/i/status/1355215499769077770



“You know  him who shorted housing in 2008? Listen to all of it. These are everywhere”
http://video.foxnews.com/v/6227190092001
https://youtu.be/6fs_lyGn4YA