Replies to post #780085 on Fannie Mae-No Politics (FNMA)

[HappyAlways]

You are always sensible in your posts. I am 63 and have invested in Fannie and Freddie since 2009. Fannie is no longer a gamble, given the latest 8-0 ruling. It can be a life changing investment.

Lamberth has tried to delay the final order for 4 months already. That’s sake and a shame to the legal system. I think Lamberth is helping to buy time for the Administration to work out a solution. FHFA cannot possibly pay the compensation of $600M+. Fannie and Freddie are victims in NWS. They don’t have any legal means to pay the compensation on behalf of FHFA. This becomes a trigger for some status quo changes. And, 15 years long conservatorship is a shame to the USG. They know that, but are reluctant to fix it. It is time to do that. IMO.

[FOFreddie]

Exactly right imbellish - mid 60's - hope that conservatorship ends before I am 70. I think the real money will be made once all the common is sold to the public and the market cap index funds and institutional trackers move to overweight FNMA and FMCC. Maybe start out with a PE of 8 to 12 and transition to a PE of 12 to 15. My guess is that guys like Kthomp want a conversion with a low common price and that is why they keep pounding common valuation scenarios.

[kthomp19]

The potential upside on the commons is a risk I felt, after mucho deliberation, I cannot afford not to take - pardon the double negative.

What do you think the upside of the commons is?

Any other scenario is life-changing upside. And then I move on and never have the need to post on this god-forsaken board again.

How are those two things connected?