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Dominic Frederico
Below is a link to TTCM’s most recent research report on Assured Guaranty (AGO).  The company trades at a considerable discount to operating shareholders’ equity and the recent increase in interest rates and ratings upgrade should propel earnings higher over the next few years.  I hope that you enjoy!     http://seekingalpha.com/article/2102023-ratings-improvement-and-higher-interest-rates-should-propel-assured-guaranty-higher  
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Assured Guaranty (AGO) has been a wonderful investment for myself and clients of T&T Capital Management.  The municipal bond insurance industry is extremely confusing and it has taken a ton of work to really understand the complexities and nuances of the accounting treatment.  Basically, GAAP accounting is extremely limited and operating metrics tend to provide...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784