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Assured Guaranty
One of our favorite stocks (AGO) today announced the doubling of their quarterly dividend.  Their earnings come out on the 28th and I also expect them to have also bought back stock at attractive prices.  At the end of 2011 all we heard about in the news was that investors should buy high yield defensive...
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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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