A New Fannie Mae Play

Published on
February 13th, 2019
Topic
Brexit, Valuation, Trading, Politics
Duration
16 minutes
Asset class
Equities

A New Fannie Mae Play

Trade Ideas ·
Featuring Gabriella Heffesse

Published on: February 13th, 2019 • Duration: 16 minutes • Asset Class: Equities • Topic: Brexit, Valuation, Trading, Politics

Gabriella Heffesse, chief operating officer at ACG Analytics, updates her home-run trade on Fannie Mae. She analyzes recent developments, considers risks to the thesis and highlights a new way to take advantage of the opportunity, in this interview with Brian Price. Filmed on February 12, 2019.

Comments

  • JL
    John L.
    20 February 2019 @ 16:34
    So ultimately she is saying Junior Preferred have a solid 100%+ return with lower risk and the commons potentially multiples higher but with greater risk of dilution?...
  • YB
    Yuriy B.
    20 February 2019 @ 12:59
    From a return-on-investment standpoint, I suspect Gabriella has been the best Real Vision contributor of all time.
  • JF
    Joseph F.
    14 February 2019 @ 23:37
    Very interesting. Excellent thesis. I'm in.
  • CR
    Chris R.
    14 February 2019 @ 18:58
    Are all of the Jr. Preferred classes treated equally? I know FNMAS is the largest share class but would the others all benefit the same?
  • TS
    Tyler S.
    13 February 2019 @ 22:15
    what's the risk, where are we at the down side guess?
  • KS
    Karen S.
    13 February 2019 @ 10:42
    Damn. She killed that trade.

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