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Sat Mar 8th 23:31 PM | Rating: 0 0
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Third Avenue: Why MBIA Is a Good Buy

Why would anyone invest in a company about to be flooded with claims that will surely significantly erode its capital base. MBIA may be undervalued for the long term but the big question that remains is will it last that long?? Even in a run off scenario the muni business is also becoming less promising as states are deciding that they no longer need muni insurance. Another point that seems to evade many is that every time a monoline raises more capital they may be buying more time but eroding shareholder equity. I question the political motivations of rating agencies and the Funds investing in MBIA......they are just trying to buy more time for banks to restructure their liabilities!! If house prices drop another 10 - 20% MBIA will be like a glass of lemonade on a hot day......Empty looking for another refill!
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