dhart

Risk/Reward Analysis Makes Financial Insurers a Buy

My comment is for Tom. From what I understand about insolvency as it relates to the insurers, they would need to present a plan to Dinallo about how they are addressing the situation. Meanwhile, they will still be earning a lot from their embedded book of business correct? In other words, say they have more liabilities than assets by 300 million....this could reverse very easily could it not? Not sure what the procedures are but as long as they can weather the storm, this seems like a no brainer. Thank You!

I own ambac