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  • About
  • Managed Account
    • Methodology
    • Investment Strategy
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    • Seeking Alpha
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    • TTCM Newsletter
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  • Contact
24
Mar

Tim Travis Research Report on Assured Guaranty (AGO) March 22nd-2014

Tim Travis
Perspectives, Research Reports, Strategies, Tim Travis' Commentary
AGO, AMBC, Assured Guaranty, Bond Insurance, Dominic Frederico, MBIA, Ratings Agencies, T&T Capital Management, Tim Travis, TTCM, Value Investing
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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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AGOAMBCAssured GuarantyBond InsuranceDominic FredericoMBIARatings AgenciesT&T Capital ManagementTim TravisTTCMValue Investing
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