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请问有谁对"两房"股票走向感兴趣的?你们有无注意到美国"两房"系列股票上星期的表现?可以用"井喷"两字形容。2008金融危机其实是次贷危机,是由这"两房"诱发的。由于它们太大太重要美国政府必须救它们。所以美国政府托管它们。由于这几年美国房市逐渐恢复,到2014三月份这两房就还清所有美国政府救助款加上所有利息。美国国会和政府一直想改革美国房货系统,以两房改革为突破囗。然而给国会议员们的时间已经不到一个月了,因为议员们很快就要忙于中期选举,无遐顾及其它议事,再者,"两房"越来越赚钱,现在是两支每天都下金蛋的鸡,美政府又处于缺钱状态,谁愿意去杀这两支下金蛋的鸡而换来未知的新房贷体系?再者现在有至少20个机构或个人起诉告美联邦政府,说政府不应该独霸所有两房的收入,投资者应该得到股息。上星期联邦法官允许起诉方做案件调查。这表明法院正式收理此案。对投资者是极大鼓舞。现在很多市场分析师预测法院很有可能做出对投资者有利的判决。因此上星期"两房"股票一起"井喷"。随着房市恢复正常,两房重回证券交所指日可待,两房普通股升至十刀不是问题。请问有谁对此有不同看法?请指教。

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2014-04-08 22:49





从四月七日到七月底美国政府必须毫无条件地公开2012年有关两房决策的所有文件,这是投资者告美国政府的调查取证阶段。市场认为这是股东的首战告捷。两房普通股票再次爆发是毫无疑问的。


Investors are Ready to Discover Fannie Mae and Freddie Mac
By Alexander MacLennan | More Articles
April 8, 2014 | Comments (3)


Source: Flickr / Georgie Pauwels.

After an amendment to the preferred stock purchase agreement with the U.S. government was added in 2012, shareholders of Fannie Mae (NASDAQOTCBB: FNMA ) and Freddie Mac (NASDAQOTCBB: FMCC ) are forced to rely on the courts to realize any value from their investment.

A recent decision from the court hands an early win to Fannie and Freddie investors and we could soon learn a lot more about their situations.

Early win
For Fannie and Freddie investors, overturning the Sweep Amendment put in place in Aug. 2012 is critical to giving shares any value. Since politicians are generally more eager to wind down the GSEs than give shareholders any value, the courts are the most likely way for the Sweep Amendment to be overturned.

Although there are many parties suing the U.S. government over its handling of Fannie and Freddie, the case put forward by Fairholme Funds is one of the most critical and where the current news comes from.

Last week, a federal judge sided with the plaintiffs, Fairholme Funds, and granted discovery beginning April 7 and ending Jul. 31. In other words, the defendants, The United States, will have to start releasing information beginning at the start of this week.

What it means
The case against the government in the Fannie and Freddie case largely rests on the idea of collusion within the government. The pro-shareholder side alleges that the Federal Housing Finance Agency (FHFA), the conservator and controller of the GSEs, acted with the government to steal the profits of Fannie and Freddie through the Sweep Amendment.

Right now, the story would suggest that something to that effect happened, considering the Sweep Amendment was enacted soon after the GSEs returned to profit, and that no manager of a profitable company would agree to give up its entire future profits for no compensation. However, finding hard evidence to support these allegations has been difficult.

Discovery could grant new insights into the internal acts of the government leading up to the Sweep Amendment and possibly bring hard evidence to back up the allegations of the plaintiffs.

Terms of discovery
First, by granting discovery to begin soon, the plaintiffs are put in a much better position. The battle to save Fannie and Freddie's shareholders is a race between the courts and Congress, the latter of which is looking at different ways to wind down the GSEs and almost certainly wipe out common shareholders. Having discovery begin on April 7 means the lawsuit can progress faster and possible information can come to light before Congress can pass legislation to end Fannie and Freddie.

The terms also call for status conferences every two weeks between the court, the plaintiffs and the defendants. Although status conferences are fairly common in legal proceedings, having one every two weeks should help to keep the government from slowing down the release of requested information and allow the proceedings to move along faster.

Lawsuit investment
In the past decade, Fannie and Freddie have gone from being blue chip stocks, to near worthless penny stocks, to bets on the legal rulings from the nation's courts. Fairholme Funds has been granted discovery to begin next week and they could soon know a lot more about what happened inside the government around the time of the Sweep Amendment.

But we are no where near the end here. Discovery is one of the first parts of a lawsuit and even this stage will continue through the summer. So for Fannie and Freddie investors, your prospects just improved a bit but be prepared for a long, and possibly bumpy, ride.

2014-03-10 09:25

此股票由2010开始低价买入,期间几进几出,只知道如果当时的8万死抱的话,现在是160了。进出的结果是动用了大量资源,而总获利减了70%。心里素质不够的教训。