Replies to post #623465 on Fannie Mae-No Politics (FNMA)

[TRCPA]

Potty.....generally agree with all that you said.

I too see a very rocky fall season with children and young adults attending schools and colleges. I think we will see a massive 2nd wave of cases then, before we get to the vaccines in early 2021.

In the current environment, you have to be a careful stock picker.

All that being said......I am going to be a buyer of commons in periodic small chunks on the dips, especially after seeing these quarterly numbers.
I think we will see enough in the new stimulus bill to mostly maintain those numbers through the end of the year. But the 4th quarter is going to be an extremely scary one with schools, colleges, and elections....and additional covid burnout....amongst the population.