Fannie Mae-No Politics (FNMA)

[Ace Trader]

I was watching a podcast last week on Charlie stating they were investing into media Corp.

Anyway looking at the list one would say they are reducing and selling off non performers in a down market or rescission market. 2024 will be a tuff year. What is concerning is them selling everything in the medical industry which has always been strong! J n J and Protector Gamble. As we sore in 2012 after the 08 crash oil went to over $160 a barrel. So wonder why they are sell off there oil stocks.

Is he cashing in for a deal to buy Fannie and Freddie off the Gov ? That's alway been his ( the deal that got away) last time he had the chance in 2007.

Activision Blizzard Sold Entirely N/A
Amazon.com AMZN Scaled Back 3 stars
Aon AON Scaled Back 2 stars
Celanese CE Sold Entirely 4 stars
Chevron CVX Scaled Back 3 stars
General Motors GM Sold Entirely 5 stars
Globe Life GL Scaled Back 4 stars (Quantitative Rating)
HP HPQ Scaled Back 3 stars
Johnson & Johnson JNJ Sold Entirely 4 stars
Markel MKL Scaled Back 3 stars
Mondelez International MDLZ Sold Entirely 4 stars
Procter & Gamble PG Sold Entirely 2 stars
United Parcel Service UPS Sold Entirely 4 stars