T&T Capital Management has previously profiled Assured Guaranty (AGO) as one of our favorite investment opportunities. http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-rough The Street reports on an email exchange where famed distressed investor Wilbur Ross identified his investment in AGO as being his best risk/reward opportunity.  Enjoy the article: http://www.thestreet.com/story/11667780/1/wilbur-ross-stays-bullish-on-assured-guaranty.html?puc=yahoo&cm_ven=YAHOO INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More

http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-rough INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

In very encouraging news for the municipal bond sector, the amount of insured municipal bonds jumped 60% in the first quarter of 2012 from a year ago, to $3.7 billion.  One of T&T Capital Management’s core positions is in Assured Guaranty (AGO) which is really the only bond insurer writing new business. http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough The only...Read More

Assured Guaranty (AGO) does a wonderful job replying to Moody’s (MCO) recent announcement that they are evaluating a potential downgrade of the bond insurance company.  In the presentation the company makes a variety of salient points relating to the record of profitability under unprecedented market stress, to the continuing ability to write higher margin business...Read More

Distressed investor Wilbur Ross is one of the truly great contrarian investors and in this interview he gives his insight in marine transport, shale gas, among other topics.  Ross also has large investments in the bond insurer Assured Guaranty (AGO) and Bank of Ireland (IRE).  He looks at investments from a much longer perspective than...Read More

In the reps and warranties case including MBIA and Bank of America, a judge has increased the chances for a settlement by ruling that Bank of America CEO Brian Moynihan must testify.  I think it is in both companies interest to settle this case as MBIA needs the cash flow, and Bank of America needs...Read More

Here is the most recent research report written by Tim Travis of TTCM:  http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough?source=email_rt_article&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Bond insurer MBIA is the subject of this research report.  The premise is that MBIA is likely to win their lawsuit allowing the company to split its public finance and structured finance units.  I think it is highly likely that they will win this lawsuit and that should benefit MBIA’s stock price.  I also believe...Read More

It appears that the ratings agencies are back at it with a possible downgrade to AGO announced by Moody’s.  This makes absolutely no sense when you look at the earnings, capital, and the moves the company has made to reduce risk in the portfolio.  If you don’t like volatility AGO is not a good stock...Read More

Assured Guaranty (AGO) came out with earnings after the close today that were phenomenal.  Please keep in mind that operating earnings are far more relevant than net income due to very obscure and illogical accounting rules for the financial guaranty industry.  For the year AGO posted operating earnings of $3.26, and less importantly net income...Read More