Fannie Mae: The Road to Recapitalization

Published on
September 12th, 2019
Duration
19 minutes

Fannie Mae: The Road to Recapitalization

Trade Ideas ·
Featuring Gaby Heffesse

Published on: September 12th, 2019 • Duration: 19 minutes

Gaby Heffesse, CFA, chief operating officer at ACG Analytics, provides an update to her winning trades on Fannie Mae. In this interview with Alex Rosenberg, Heffesse breaks down the Treasury’s plan for recapitalization, highlights the significance of the recent court rulings, and reviews how much upside she sees for both common and preferred shares. Filmed on September 10, 2019.

Comments

Transcript

  • AC
    Andrew C.
    16 September 2019 @ 08:32
    Great Interview: Gaby certainly knows what's what - I just wanted to understand her comment, though, In order to build a private capital, you can't really screw over previous shareholders, because new shareholders won't believe you when they say that you won't do it again. It is in their best interest to treat the investors fairly. This seems a funny statement; shareholders consistently believe what they are told, despite previous & current evidence. Argentina Bonds anyone? -- WeWork/Lyft/Uber? -- S&P and other Rating Agencies? Enron ? Damn, even Mr B. Madoff ?? Definitely a more nuanced topic than the throw away (?) line here..... Probably a whole series by Grant !
  • RA
    Robert A.
    14 September 2019 @ 23:20
    Best effort yet by Alex, IMO. Yes, she is a great highly organized and wonderful communicating Guest, but it is an Art Form to know how to deftly let the presentation unfold, as It can’t be taught and their ain’t no Manual for it—it is a matter of experience and having a sixth sense while the piece is unfolding as to how you think the Audience is receiving it. Alex has come a long way and is developing nicely. I especially liked the fact that he had her listen to her first two presentations so she would know what we had heard before—I think she was able to give us an even “tighter” succinct presentation than she might otherwise have been able to by following Alex’s suggestion.
  • PR
    Perry R.
    14 September 2019 @ 20:50
    Alex my man killing it!
  • GT
    Greg T.
    13 September 2019 @ 18:50
    This was excellent. She is really smart. I would not necessarily pile into this trade here though, as politics are messy. I would wait to see if it pulls back on something negative.
  • RM
    Russell M.
    12 September 2019 @ 22:10
    That was an impressive presentation.
  • JF
    Joseph F.
    12 September 2019 @ 20:42
    Excellent. Thanks.
  • DB
    David B.
    12 September 2019 @ 14:44
    Really sound analysis. Gaby is very impressive!
  • ns
    niall s.
    12 September 2019 @ 13:52
    Thank you Gaby , your the RVTV contributor I value most . Gracias Guapa
  • PB
    Pieter B.
    12 September 2019 @ 05:40
    Great conversation!