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Assured Guaranty is likely fully reserved for Puerto Rico or very close to it, given it has paid out $1.85 billion and will see a big recovery on previous payments. International infrastructure project finance bonds are only about 7.5% of Net Insured Par Exposure, so any change in met...
Green Light Capital is a privately owned hedge fund sponsor. The firm invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies. The firm employs a fundamental analysis with a market neutral strategy to make its investmen...
Assured Guaranty (AGO) fell 4.1% after Greenlight's David Einhorn revealed that he's short, according to a copy of a 4Q letter.Greenlight short based on original thesis the company has "several billion dollars of likely embedded losses" on its exposure to Puerto Rico. Greenlight ori...
Jobs printed this morning much lower than anticipated. A month before Christmas, retail job creation FELL, even as transport and warehouse employment climbed. The implications for retail real estate are frightening. If retail stores fail, look for some landlords to fail, too. ...
A weekly summary of dividend activity for Dividend Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Challenger Highlights: Week Of November 29
A weekly summary of dividend activity for Dividend Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Challenger Highlights: Week Of November 15
AGO trades at 26.7% of adjusted book value per share, versus around 50-60% historically. New business production growth is the most promising in the last decade, which will ultimately lead to higher earnings and investment income. Below investment grade debt in the insured portfol...
Kroll Bond Rating Agency (KBRA) published detailed reports supporting its affirmations of the insurance financial strength ratings of Assured Guaranty Municipal Corp. (AGM) and its wholly owned subsidiaries Assured Guaranty (Europe) plc (AGE UK) and Assured Guaranty (Europe) SA (AGE SA)...
Upcoming litigation has enough value to send the equity up hundreds of percentages. Hidden margin of safety creates a floor price for the shares. Time to act is now, as a trial date was set to February 2021. For further details see: Ambac: The Best Special Situation In T...
Kahn Brothers’ 13F portfolio value decreased from $592M to $528M this quarter. Patterson-UTI was increased while reducing Merck, Seaboard, Sterling Bancorp, and Hologic. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 1...
News, Short Squeeze, Breakout and More Instantly...
Assured Guaranty Ltd. (NYSE:AGO) (the Company) today announced that it will issue its financial results press release for the second quarter ended June 30, 2024 after 4:00 p.m. Eastern Time (5:00 p.m. Atlantic Time) on Wednesday, August 7, 2024. The press release and Assured Guaranty Ltd.'s Finan...
Assured Guaranty Ltd. (NYSE: AGO) (AGL, together with its subsidiaries, Assured Guaranty) announced today that S&P Global Ratings (S&P), Kroll Bond Rating Agency (KBRA) and Moody’s Ratings (Moody’s) have indicated that they see no change to Assured Guaranty’s financia...
Assured Guaranty Ltd. (NYSE: AGO) (together with its subsidiaries, Assured Guaranty) announced today that Assured Guaranty Municipal Corp. (AGM) will merge into Assured Guaranty Inc. (AG), which was named Assured Guaranty Corp. until May 24, 2024. The effective date of the merger is expected to b...