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S FL Guy 268

S FL Guy 268
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  • My Letter To Bill Ackman Regarding The GSEs [View article]
    Lets hope the "rule of law" means something to the US Government. This is the only way F/F stock holders will really benefit.
    Sep 7, 2015. 11:17 AM | 2 Likes Like |Link to Comment
  • Fannie Mae: The Government's Most Recent Motion To Dismiss And Fairholme's Motion To Stay [View article]
    Charlie do you think the Obama Administration will want to "wrap this up" b4 he leaves office and have the conservator negate the net worth sweep?
    Aug 8, 2015. 06:41 PM | Likes Like |Link to Comment
  • 10,000+ Discovery Documents Mark Big Win For GSE Investors [View article]
    Great article, the sun will shine on these documents!! And we will WIN!!!!!
    Jul 28, 2015. 04:00 PM | 1 Like Like |Link to Comment
  • A Light At The End Of The Tunnel: Fannie Mae And Freddie Mac And The U.S. Court Of Appeals [View article]
    Well written, thanks.
    Jul 21, 2015. 03:26 PM | 2 Likes Like |Link to Comment
  • GSEs gain as Ackman stays bullish [View news story]
    The rule of law will win the day for F&F, the question is what time frame it will happen in!
    Jul 15, 2015. 02:46 PM | 2 Likes Like |Link to Comment
  • Ugoletti's Testimony Calls Into Question Evidence, Bodes Well For Fannie Mae [View article]
    Mr. Ugoletti is a puppet for the Obama admin! Have faith! We will win!
    Jun 27, 2015. 07:43 PM | 4 Likes Like |Link to Comment
  • Treasury: Frannie bailout was investment, not loan [View news story]
    This is why millions of Americans have become so disengaged with Government ... This double speak is what the Government has become so good at.

    Lets pray the Courts treat us better!
    Apr 23, 2015. 01:59 PM | 3 Likes Like |Link to Comment
  • Fannie And Freddie: Recent Developments Point To Privatization [View article]
    I for one will be glad when we longs on F&F have our day in court! We will win! We have HERA on our side!
    Apr 22, 2015. 07:02 PM | 8 Likes Like |Link to Comment
  • Fannie And Freddie: Regulated Utilities, Cost Of Capital And Rate Of Return [View article]
    David in your article you write:

    "At this point, it is clear that Treasury intends to replace the current system with a Common Securitization Platform (NYSE:CSP), which will include a transition from the current operating platform of Fannie and Freddie to the new system."

    Has the Gov secured that symbol? Where did you get this information? Do you have a link you might post?
    Apr 15, 2015. 08:19 PM | 2 Likes Like |Link to Comment
  • Fannie And Freddie: Political Quagmire Needs To Become Compromise [View article]
    Did the credit UW standards of 2001 not help get us in this mess to begin with? Returning to those standards will not be possible.
    Apr 9, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • Fannie, Freddie could need another bailout [View news story]
    Kamil Kolacek: You wrote: "Oh yeah, does that include lifting the implicit guarantee by the government too then? I wonder what would happen to these two firms if the government did truly wash their hands of the GSE's???"

    The bottom line is any government will have to step in and "save" any to big to fail financial institution .. Would you agree KK?
    Mar 18, 2015. 01:45 PM | 1 Like Like |Link to Comment
  • Let The GSEs Pay Us Back Act Of 2015 [View article]
    Glenn, great article! Do you have an opinion as to what Obama's administration might want to do b4 he leaves office when it comes to GSE reform?
    Mar 17, 2015. 12:47 PM | Likes Like |Link to Comment
  • Fannie Mae And Freddie Mac Earnings Analysis [View article]
    All Presidents want to have a positive legacy when history turns it's eye on what they did while in office. Obama is no different! Obamas legacy has 3 major prongs:
    1. Housing Bubble/Great Recession he inherited and how he managed it. 2. Health Care Reform. 3. Middle East Unrest/Arab Spring
    # 2 & 3 Are not pertinent to what will happen with F&F.
    The big white elephant in the room from the Housing Bubble/Great Recession is what will become of the GSE's, F&F? All other "major issues" have been "cleaned" up.
    I personally think Obama will come to realise that Congress is paralized over F&F and that the courts will rule against him. He will be forced to have Mell Watt put some extra "rules" ... some extra "checks & balances" on the GSE's ... By doing this it will allow him to "claim" victory on fixing the housing system and making it stronger and more stable for future Americans.
    Obama has 697 days left in office, as of the writing of this post on 2/22/2015. It will take a year to implament what Obama wants Mell Watt to do. So Obama has 1 year to publically announce his plan, in my opinion.
    If Obama does not "clean up" F&F and leaves it for the next President to "fix" history will not be kind to him.
    Feb 22, 2015. 12:13 PM | 10 Likes Like |Link to Comment
  • Monitise: A Buying Opportunity [View article]
    Nathaniel Matherson, what are your thoughts on MONIF at this time?
    Feb 18, 2015. 08:39 PM | 1 Like Like |Link to Comment
  • Fannie And Freddie: Congress Established Rules In 2008 [View article]
    Another fine article. My thoughts: Obama will want to "claim victory" on GSE reform and will want to cash out the Governments stake in the GSE's to show deficit reduction prior to leaving office. The stock price will then go up.
    Feb 11, 2015. 07:50 PM | 7 Likes Like |Link to Comment