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Tuesday, 12/09/2014 10:40:21 PM

Tuesday, December 09, 2014 10:40:21 PM

Post# of 17745
Watch Sims On Finance From Today.



He discusses up coming events, Fannie and Freddie's DTAs, but he also discusses another
company that has a DTA (around 3:40) unrecognized (Impact Mortgage Holdings: IMH, and IMPHO). He mentions he is long FNMA, FMCC, and IMPHO which is an illiquid preferred stock not issuing a dividend like the Fannie and Freddie preferred.