Mon, Sep 22, 2014, 2:45 AM EDT - U.S. Markets open in 6 hrs 45 mins

Recent

% | $
Quotes you view appear here for quick access.

Assured Guaranty Ltd. Message Board

  • baseballfreak490 baseballfreak490 Aug 13, 2012 5:31 PM Flag

    Just bought in...

    Just bought in @ $12.95. Value Line seems to really like this stock, plus the reinsurance industry is supposed to be very strong over the near term. I like the Div, and this co seems to have pretty good finanicals and lots of cash. I'm interested to hear any thoughts from someone who has followed the stock for any length of time. Thanks, and happy stock picking!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Good choice.

      The negatives:
      Net premiums declined 15% year over year, but share earnings likely grown 3%. Lower premium and credit derivative revenues. Higher prepayment speeds and historically low reinvestment yields. These factors, plus sovereign debt situation in Europe, may weigh this year.

      The positives:
      AGO expected to earn $2.40-2.70, the PE is 5.0, which is way below industry longterm average 10.
      The company finalized the settlement with Deutsche Bank. The agreement is relief to the balance sheet, as it provides a cash payment and certainty surrounding the loss-sharing arrangement on other claims. The enhanced capital adequacy
      ought to boost Assured’s image in the eyes of ratings agencies.
      AGO reassumed $14.7 billion business in par previously sold to Radian. Agreed to acquire insurer Municipal and Infrastructure Assurance Corporation. In addition, AGO reassumed $6.2 billion business from Tokio Marine. These actions ought to provide financial flexibility and helps future income stream, plus will mitigate the passing downturn in new business activity.

      AGO has wide appreciation potential to 2015, the shares are undervalued.You need to be risk-tolerant. The dividend yield is nice.

      Keep your position to grow $25/share.

    • Good choice.

      The negatives:
      Net premiums declined 15% year over year, but share earnings likely grown 3%. Lower premium and credit derivative revenues. Higher prepayment speeds and historically low reinvestment yields. These factors, plus sovereign debt situation in Europe, may weigh this year.

      The positives:
      AGO expected to earn $2.40-2.70, the PE is 5.0, which is way below industry longterm average 10.
      The company finalized the settlement with Deutsche Bank. The agreement is relief to the balance sheet, as it provides a cash payment and certainty surrounding the loss-sharing arrangement on other claims. The enhanced capital adequacy
      ought to boost Assured’s image in the eyes of ratings agencies.
      AGO reassumed $14.7 billion business in par previously sold to Radian. Agreed to acquire insurer Municipal and Infrastructure Assurance Corporation. In addition, AGO reassumed $6.2 billion business from Tokio Marine. These actions ought to provide financial flexibility and helps future income stream, plus will mitigate the passing downturn in new business activity.

      AGO has wide appreciation potential to 2015, the shares are undervalued.You need to be risk-tolerant. The dividend yield is nice.

      Keep your position to grow $25/share.

 
AGO
23.22-0.34(-1.44%)Sep 19 4:05 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.