Wtmi

Although the two companies have completely different business models, Fannie Mae (NASDAQOTH:FNMA) and J.C. Penney (NYSE:JCP) have both been making headlines over the past year. Fannie Mae shareholders remain stuck in the limbo that is the government conservatorship, while J.C. Penney's sales flounder.

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson choose between these two and tell viewers the rationale behind their picks.

David Hanson has no position in any stocks mentioned. Matt Koppenheffer owns shares of SVB Financial Group. The Motley Fool has the following options: long January 2015 $50 calls on Herbalife Ltd.. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.