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.

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Comments

JL

John L.

20 February 2019 @ 16:34

0 0

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

1 0

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

0 0

Very interesting. Excellent thesis. I'm in.
CR

Chris R.

14 February 2019 @ 18:58

0 0

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

1 0

what's the risk, where are we at the down side guess?
KS

Karen S.

13 February 2019 @ 10:42

13 0

Damn. She killed that trade.