Tuesday, May 14, 2013

FNMA Be Rockin It, Rockin It, Yes They Are Rockin It

If you're paying attention, today (so far) is a good day for my BFFs Fannie Mae (FNMA) and Freddie Mac (FMCC). They are both up over 10% today, that's after a similar increase last week. All I can see for what's driving it is this article on Freddie rolling out a delinquent borrower program early. Whatever it is, I got a feeling this is about to get good. As I mentioned previously, they were both $90 stocks a decade ago. They won't get there overnight, but it looks like they're headed in that direction big time. I may get some more..

In technical terms, these two stocks have a higher beta than the rest of my portfolio. In laymen's terms, that means market moves impact them more aggressively than others: when the market goes up a little, they go up a lot, when the market goes down a little, well, you get it.

That is the challenge of investing: accepting a beta you're comfortable with.

In my smaller portfolio, Advanced Micro Devices (AMD) is up 18% in about 2 weeks. Sweet.  LDK Solar is up 5%, even though it's down 4% today.  I'd forgotten I'd bought WebMediaBrands (WEBM) some time ago, at $7.  It's now $1.70. Yeah, losing my shirt and some draws on that one. Luckily, the investment wasn't ridiculously big (even before the fall) so it doesn't make much sense to sell now, just to take such a small amount out. Better to let it ride and see if I can recoup some of it in the future.  In ArQule (ARQL) I'm pretty much even right now.

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