Ishortyou

Total Rating:
+4 / -3

402 Comments

    • Thu Jun 19th 06:11 AM | Rating: 0 0
      Commented on:
      Why John Paulson Is Still Bearish On Financials [Housing Tracker]
      In respect to Ambac and MBIA, they need to keep and save their cash they already have and any cash coming into their coffers, deleverage from annoying debts, obligations and risks, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new public bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything".

      AMBAC and MBIA are already doing this strategy, so now its a matter of time for their book value to appreciate quarter by quarter to reinstate their triple A again, you dont have to be a rocket science to figure this out.
      View article »
    • Wed Jun 18th 23:58 PM | Rating: 0 0
      Commented on:
      Two More Homebuilders Go Bust
      In respect to Ambac and MBIA, they need to keep and save their cash they already have and any cash coming into their coffers, deleverage from annoying debts, obligations and risks, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new public bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything".

      AMBAC and MBIA are already doing this strategy, so now its a matter of time for their book value to appreciate quarter by quarter to reinstate their triple A again, you dont have to be a rocket science to figure this out.
      View article »
    • Wed Jun 18th 16:41 PM | Rating: 0 0
      Commented on:
      Bond Insurer Buying: Time to Dabble Soon?
      Book value will speak for itself as long as Ambac and MBIA deleverage and save all the cash possible, their book value will appreciate accordingly to regain their triple A
      View article »
    • Wed Jun 18th 12:09 PM | Rating: 0 0
      Commented on:
      More Alarmism Over MBIA
      It's all about the book value, once the book value is sound their triple A will be reinstated, no questions about it, it is just a matter of time.
      View article »
    • Wed Jun 18th 09:57 AM | Rating: 0 0
      Commented on:
      More Alarmism Over MBIA
      In respect to Ambac and MBIA, they just need to keep and save their cash they have already and any cash coming into their coffers, deleverage from annoying debts, obligations and risks, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new public bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything".

      AMBAC and MBIA are already doing this strategy, so now its a matter of time for their book value to appreciate quarter by quarter to reinstate their triple A again, you dont have to be a rocket science to figure this out.
      View article »
    • Wed Jun 18th 06:15 AM | Rating: 0 0
      Commented on:
      Bond Insurer Buying: Time to Dabble Soon?
      In respect to Ambac and MBIA, they need to keep and save their cash they have already and any cash coming into their coffers, deleverage from annoying debts, obligations and risks, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new public bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything".

      AMBAC and MBIA are already doing this strategy, so now its a matter of time for their book value to appreciate quarter by quarter to reinstate their triple A again, you dont have to be a rocket science to figure this out.
      View article »
    • Wed Jun 18th 06:13 AM | Rating: 0 0
      Commented on:
      Whitney Tilson’s Response on the Monolines
      In respect to Ambac and MBIA, they need to keep and save their cash they have already and any cash coming into their coffers, deleverage from annoying debts, obligations and risks, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new public bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything".

      AMBAC and MBIA are already doing this strategy, so now its a matter of time for their book value to appreciate quarter by quarter to reinstate their triple A again.
      View article »
    • Tue Jun 17th 12:56 PM | Rating: 0 0
      Commented on:
      Whither Municipal Bond Insurance?
      "MBIA Inc said in a statement in January that all remaining assets of Hudson-Thames had been sold and all of its senior liabilities were fully paid. In December 2007, Hudson-Thames ceased operations, MBIA said." This means they have already starting deleveraging slowly but surely since the last year, so now is a matter of time for book revaluation in the next quarters to come.
      View article »
    • Mon Jun 16th 11:31 AM | Rating: 0 0
      Commented on:
      Whither Municipal Bond Insurance?
      you are right, deleveraging gradually from those CDO's is key, because they already have decided to keep and save the cash. Most of the risky CDO's are backed by the housing market, that means those excessive housing inventories have to clear up first, the builders need to die for a while till those inventories cleared up, and by default the risk status of those CDO's will diminish, obviously that will upgrade the book value of the bond insurers.
      View article »
    • Mon Jun 16th 10:03 AM | Rating: 0 0
      Commented on:
      Whither Municipal Bond Insurance?
      You are right but now saving the cash and deleveraging gradually quarter by quarter from those risky CDO's or obligations, is the key strategy to reassume triple A status and write new low risk public bond insurance business.
      View article »
    • Mon Jun 16th 08:36 AM | Rating: 0 0
      Commented on:
      Whither Municipal Bond Insurance?
      in respect Ambac and MBIA, they need to keep and save their cash that they have already collected and will collect from existing businesses, deleverage from annoying debts, obligations, and bad bets, stop paying dividends to increase their BOOK VALUE and once the BOOK VALUE is adequate and sound reinstate their triple A ratings again to start writing down new government bonds insurance only in low risk areas of the market. This strategie is simple to execute and the key is in the DELEVERAGING of liabilities at this point. MBIA already is in the right track announcing that it will save the cash, so just now is a matter of deleveraging and time for the book value to come up to adequate levels for a triple A reinstatement.
      View article »
    • Sun Jun 15th 13:09 PM | Rating: 0 0
      Commented on:
      Bernanke's Statements: Blatant Lies or Wishful Thinking?
      The problem is the overwhelming oversupply in the inventories of houses in the housing market, which by default caused a credit crises. Until this is not solved we are going to be in the same situation. I hope those builders just plain die till those inventories go away.
      View article »
    • Sun Jun 15th 13:04 PM | Rating: 0 0
      Commented on:
      Disagreeing With Tilson on the Monoline Insurers
      in respect Ambac and MBIA, they need to keep and save their cash that they have already collected and any cash coming into their coffers, deleverage from annoying liabilities such as debts, obligations and risky bets, stop paying dividends to increase their book value and once their book value is adequate and sound reinstate their triple A ratings again to start writing down new government bonds insurance only in low risk areas of the market. This strategy in itself is the best advertisement to recruit new business because the new clients will precieve that " if these folks were able to survive the credit crisis then they can survive anything"
      View article »
    • Fri Jun 13th 15:48 PM | Rating: 0 0
      Commented on:
      Is There Hope Yet for MBIA?
      Well you have a point, if they save this cash or any incoming cash, even by stoping temporarily dividend payments, then obviously, by default, it would mean an increase in the book value of the company, this in combiantion with deleveraging in the next few quarters will restablish quickly their ratings to a triple A status supported by those book values and give a break to the already oversold finantial market.
      View article »
    • Fri Jun 13th 11:22 AM | Rating: 0 0
      Commented on:
      Thornburg Mortgage, Inc. F1Q08 (Qtr End 03/31/08) Earnings Call Transcript
      Well right now the name of the game is 'cash' if you dont have it you die plain and simple, so one of the simplest and quickest way to pile up this cash is by stop paying dividens, this also helps to increase book value at the same time.
      View article »
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