Phone: 805-886-8140

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January 10, 2012
10
Jan

AGO up 54% since mid November

January 10, 2012
While the market has been performing adequately over the last couple of months we are seeing really impressive performance out of our more contrarian investments such as Assured Guaranty (AGO).  Even after a 54% gain it still trades at only about 70% of book value, and its adjusted book value is actually around $50 per...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

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