Category Archives: Comments on News

David Stevens’s argument on MBA reform plan – does not make much sense to me

Here is latest David Stevens’s argument on MBA reform plan. I do not think it makes much sense to me.

Posted in Comments on News | Tagged , , | Leave a comment

Newly unsealed documents reveal real reason for Fannie, Freddie profit sweep – from HW

Newly unsealed Newly-Unsealed-Mortgage-Documents reveal real reason for Fannie, Freddie profit sweep – from Housingwire. In addition, Dick Bove blasted about the givernment’s “crime” on stealing all profit from FNMA/FMCC. – This will becomes more and more known by public, government … Continue reading

Posted in Comments on News | Tagged , , | Leave a comment

U.S. Foresaw Better Return in Seizing Fannie and Freddie Profits – from NYT

when this news becomes more and more public due to the discovery, government may have no other choice but to settle with the investors, may allow FNMA/FMCC to recapitalize?

Posted in Comments on News | Tagged , , | Leave a comment

CMLA wants Preservation and recapitalization of GSE – from housingwire

Another big advocate of Preservation and recapitalization of GSE. It seems like more and more pressure is now on the agenda of GSE reform. Quite positive for the stock of FNMA and FMCC.

Posted in Comments on News | Tagged , , | Leave a comment

FNMA and FMCC Would Be Privatized Under Proposed House Budget

House Republicans want to privatize Fannie Mae and Freddie Mac as part of their 2018 budget proposal. Here is the attachment of the plan Building-a-Better-America-PDF-1.

Posted in Comments on News | Tagged | Leave a comment

AIG pauses on stock repurchase?

It seems like AIG is going to slow down its pace on stock repurchase.  AIG Chief Executive Brian Duperreault said Wednesday after the company’s annual meeting he will be receptive to other uses of cash generated by its businesses and … Continue reading

Posted in Comments on News, Stock Watch | Tagged | Leave a comment

BAC passed stress test, hiked dividend and stock repurchase

BAC and 32 other banks passed through Fed stress test, and announced hike on dividend and stock repurchase, great news for my position.

Posted in Comments on News, Stock Watch | Tagged | Leave a comment

Antitrust coming for AMZN?

Is Antitrust coming for AMZN? seems like Trump is targeting AMZN now. Maybe good opportunity for me to wait out for buying chance of AMZN.

Posted in Comments on News, Stock Watch | Tagged | Leave a comment

$2.7 bil fine dragged down price of GOOG

Recent $2.7 bil fine by EU significantly dragged down price of GOOG. This might happen again for other tech companies like AMZN, FB. It might be a good opportunity for me to buy GOOG once it dips to below $900.

Posted in Comments on News, Stock Watch | Tagged | Leave a comment

SDRL restructuring deadline July 31

SDRL’s restructuring deadline is approaching (July 31). I need to watch out for SDRL and NADL for the short opportunities.

Posted in Comments on News, Stock Watch | Tagged , | Leave a comment