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Sorted by: Date | Top Results
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| 1. |
Re: Discussion Q4 results 
I understand it is feasible to sell the rights, (and
on another note, a bunch of sponsors like American
Home, Irwin, Indymac and Impac do not have sound credit
besides ResCap) I see no precedent and have not..
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Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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10-Feb-10 01:32 am |
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| 2. |
Re: Discussion Q4 results
What specific restructuring returns? Do you mean the
distressed commutations in Q4? Or the lay-offs which
followed the Everspan announcement, and will redu
ce...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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9-Feb-10 04:54 pm |
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| 3. |
Re: Wake me Mar 15th or Mid Apr or May 6th
There probably will not be a 10-K for '09. There
may be a shareholder letter.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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9-Feb-10 04:05 pm |
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| 4. |
Re: Discussion Q4 results
Do you really think they could sell the receivables
at prices approximating that which they are held on
the balance sheet? Give me some more color on this
assertion...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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9-Feb-10 03:43 pm |
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| 5. |
Re: Check MBI News on restructuring
Wally, Optinuity = MBIA's RangeMark. Cutwater is
basically a larger, more problematic ALM subsidiary
comparison.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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8-Feb-10 12:23 pm |
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| 6. |
Re: Is Assured More Creditworthy than Berkshire?
This is hilarious.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Assured Guaranty Ltd. (AGO)
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seanfar5 |
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6-Feb-10 09:45 pm |
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| 7. |
Re: LPS December Report Includes 30 Day, 60 Day, 90+ Day and Loan in Foreclosure Counts!
In the same vein, I recommend: https://gctinvestorreporting.bnymellon.com/
This is what I use to look at the performance of monoline
deals, (it even details claims paid, about 80% of
which...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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seanfar5 |
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4-Feb-10 04:56 pm |
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| 8. |
Is Assured More Creditworthy than Berkshire?
Does S&P really think that is the case? Technically,
that is what the ratings imply. It's so ridiculous
a comparison as to make one think.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Assured Guaranty Ltd. (AGO)
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seanfar5 |
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4-Feb-10 03:56 pm |
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| 9. |
Re: NEWS MAY COME AH
Really? We are gonna play THIS game with ABK again
?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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4-Feb-10 03:51 pm |
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| 10. |
Re: Why Would Anyone Be COVERING Their Short Positions??
Acctmon, you are pretty obviously a dolt.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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seanfar5 |
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3-Feb-10 06:00 pm |
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| 11. |
Re: strk, paid and mtg
lmao. what timing by azarm to cite Ambac.. Pricele
ss.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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seanfar5 |
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3-Feb-10 12:03 am |
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| 12. |
Re: ABK is familiar with Blackstone...see attached
Anyone talking about write-ups at this stage of the
game being salvation for a monoline.. C'mon..
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ambac Financial Group, Inc.
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seanfar5 |
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3-Feb-10 12:01 am |
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| 13. |
Re: MGIC $1 billion investment in MIC
Fab, OCI downgraded the amount from $1 billion to $200
mm.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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seanfar5 |
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2-Feb-10 11:22 am |
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| 14. |
Re: What am I missing?
kickn, superb to hear from you. I posted some comments
on why the FGIC situation was actually beneficial
to RAM (as RAM will benefit from FGIC restructuring
it's insured...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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1-Feb-10 04:15 pm |
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| 15. |
Re: What am I missing?
The company remaining a going concern is very unlikely.
That isn't in any way bad for the shareholders.
There no longer is demand for financial guaranty reinsurance.
RAM...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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1-Feb-10 03:46 pm |
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| 16. |
Re: Highland Capital Bought PMI stake
Well, if they can buy back the preferred's at .25c
/ $1 that would be absolutely huge. I don't know,
I just know I find the stock very undervalued.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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31-Jan-10 06:08 pm |
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| 17. |
Re: Highland Capital Bought PMI stake
I think the important thing is that if the A & B shares
can be amended, regardless of the tender success,
then it is irrelevant. All of the provisions of the
shares that...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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31-Jan-10 01:55 pm |
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| 18. |
Re: Highland Capital Bought PMI stake
Wrong, I misinterpreted. Highland sold the PMI purchaser
its shares as well. The PMIP is related to one of
the directors, probably Volstad.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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30-Jan-10 10:14 pm |
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| 19. |
Re: You Fail To Understand the Dynamics and the Relationships - Part 2
I have been studying the reps&warranties potential
liabilities for big originators for months, and agree
it is very ominous. The monoline...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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seanfar5 |
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30-Jan-10 08:56 pm |
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| 20. |
Highland Capital Bought PMI stake
and now owns 33.81%
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
RAM Holdings Ltd.
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seanfar5 |
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30-Jan-10 08:43 pm |
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