Article: INVESTMENT TRENDS; Beleaguered Freddie Mac,; Fannie Mae offer opportunities

The amount of mortgage debt in the U.S. is growing rapidly and some say investing in the two big government-sponsored mortgage companies is a great way to play that trend.

The Federal National Mortgage Association, known as Fannie Mae, (FNM) and the Federal Home Loan Mortgage Corp., known as Freddie Mac, (FRE) are the dominant forces in the secondary mortgage market.

They have increased earnings at average annual rates of 14.6% and 16.5% in the last 10 years, respectively and their stocks are cheap.

"You can buy these great growth companies at huge discounts right now because of the political landscape," said John C. Thompson, vice president and portfolio manager at Thompson Investment ...

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