Great discussion threads on investment strategy of GSE preferreds

Here are some great discussion threads on investment strategy and general knowledge of GSE preferreds. Continue reading

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Comprehensive list of Preferred stocks of FNMA and FMCC

Here is a comprehensive list of Preferred stocks of FNMA and FMCC Continue reading

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Study of MU

Here is my preliminary study of MU Continue reading

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Links of 12/18/2017

Here are some interesting links of today Continue reading

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Dirty laundry of Bob Corker

Here is a list of dirty laundry of Bob Corker, Continue reading

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Build up my circle of competency in GSE

I am now building up my circle of competency in GSE Continue reading

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Good reading: UBS’s study of investment in Asia and China

In depth study of investing in Asia and China by UBS. Continue reading

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Excellent report on 5 features of GSE reform – from americanprogress.org

This is an excellent and comprehensive report on 5 features of GSE reform. I need to fully digest it in order to understand or best guest the direction of GSE reform. Continue reading

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Possible Tax reform winners – from CNBC and Bloomberg

Possible Tax reform winners – from CNBC and Bloomberg. I need to study all these companies. Continue reading

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Ackman’s investment lesson learned from VRX

Great article on Ackman’s investment lesson learned from VRX, Continue reading

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