I'm no behavioral psychologist... but just the way they looked to be nervous, un-natural, and continually swallowing and trying to come up with BS.
I'd have to say they didn't prepare or have any knowledge of the subjects.
Not liking the names Fannie and Freddie Mae as a reason to not invest in a company.... probably the worst reason any analyst has ever given. You give 2 min of info and that is part of the rationale...LOL