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MBI Analysis & Videos »
MBI: Bull or Bear?
Ford, Citi, MBIA, GBE and Sir John Templeton
MBI
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-39.00%
in
120 days
Filed under: Ford Motor (F), Market matters, Getting started, Citigroup Inc. (C), Bargain stocks, Stocks to Buy, MBIA Inc (MBI) You can learn a lot from your elders and when it comes to investing, you best listen very attentively. I often refer to 'my pal Warren' in my posts and I credit Mr. Buffett's investment advice and parables over the years for much of my gains in 2009.
There is another mentor, though, one I have not referred to often but that I have gleaned some wisdom from in terms of value investing and courage, and that is 'my pal Sir John.' While Buffett has been very straight forw...
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Risk/Reward Analysis Makes Financial Insurers a Buy
MBI
-67.50%
in
465 days
In my last article I said that financial insurers could very well be the subject for another piece about financial conundrums. In fact, the conundrum here is very well explained by the unfair behavior of some folks who were shorting those securities, helped by the usual behavior of the mainstream media (a megaphone for the strongest screaming at any given time). <>Since then, there have been some excellent pieces, which have done a very good job restoring the truth and exposing the bad faith of some market actors and the lunacy of the rest. As I could not do better and as I hate to waste word>...
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Restoring Credibility to Ambac and MBIA
MBI
-69.06%
in
473 days
<>Readers are familiar with my opinion on the proper valuation of Ambac (ABK) and MBIA (MBI). GAAP metrics are not useful: the non-GAAP adjusted book value is the proper measure of their worth, and share prices should recover to that level over the next several years. The primary considerations that are keeping a lid on prices revolve around credibility – specifically, an intertwined set of issues between the bond insurers, their most severe critics (led by Ackman), and the rating agencies, S&P and Moody's. The purpose of this article is to present my analysis, which demonstrates that the r><>>...
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Chasing Value: MBIA earnings, stock and litigation up
MBI
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+31.52%
in
7 days
(closed on 08/18/08)
Filed under: Major movement, Earnings reports, Rants and raves, Chasing Value, Stocks to Buy, Best Stocks for 2008, MBIA Inc (MBI) After a rather nasty stock slide in earnings, share price and reputation MBIA Inc. (NYSE: MBI), the holding company for MBIA Insurance, has finally reported good news for its depressed investors; for the second quarter of 2008 the company's net income was $1.7 billion, or $7.14 per share, an improvement, compared with $211.8 million, or $1.61 per share for the corresponding period of 2007(see more earnings news).
MBIA is generating revenue from existing business b...
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Serious Money: Tempting fate with 10 financials
MBI
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+60.07%
in
12 days
(closed on 08/11/08)
Filed under: Major movement, Market matters, Citigroup Inc. (C), Merrill Lynch (MER), Wachovia Corp (WB), Washington Mutual (WM), Serious Money, Lehman Br Holdings (LEH), Stocks to Buy, Newcastle Investment (NCT), MBIA Inc (MBI), Gramercy Capital (GKK), E*TRADE (ETFC), East West Bancorp (EWBC) <> After the market closed last night, with the Dow Jones Industrial Average rebounding from Monday's notable drop and ending the trading day at 11,397.56, up 266.48 (+2.39%), I posted Serious Money: 10 finance stocks as the market bounces. This is the follow-up post listing the full pool of speculative s>...
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Serious Money: 10 finance stocks as the market bounces
MBI
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+9.96%
in
19 hours
(closed on 07/30/08)
Filed under: Major movement, Rants and raves, Berkshire Hathaway (BRK.A), Market matters, Citigroup Inc. (C), Money and Finance Today, Merrill Lynch (MER), Serious Money, DJIA, Lehman Br Holdings (LEH), Stocks to Buy, MBIA Inc (MBI) Today the Dow Jones Industrial Average bounced back from yesterday's poor showing. It ended the trading day at 11,397.56, that's plus 266.48 (+2.39%) returning more than it had lost only 24 hours ago. <><><>There are plenty of prognosticators explaining why this happened and so I am not going to join the crowd this afternoon with my own version. Leave it to say we are i>>>...
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Serious Money: 10 finance markets to consider as the market bounces
MBI
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+15.22%
in
24 hours
(closed on 07/29/08)
Filed under: Major movement, Rants and raves, Berkshire Hathaway (BRK.A), Market matters, Citigroup Inc. (C), Money and Finance Today, Merrill Lynch (MER), Serious Money, DJIA, Lehman Br Holdings (LEH), Stocks to Buy, MBIA Inc (MBI) Today the Dow Jones Industrial Average bounced back from yesterday's poor showing. It ended the trading day at 11,397.56, that's plus 266.48 (+2.39%) returning more than it had lost only 24 hours ago. <><><>There are plenty of prognosticators explaining why this happened and so I am not going to join the crowd this afternoon with my own version. Leave it to say we are i>>>...
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Long on MBI
MBI
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+54.74%
in
56 days
(closed on 09/17/08)
With the recent backing of the gov in this sector, and the potential of covers for all the shorts floating, I think MBI will see some new higher price support for the short term, and a slow rise for long. I vote get in soon, let it simmer!
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Bond Insurers Still Grim
MBI
+16.63%
in
521 days
MBIA Inc. (MBI) and Ambac Financial Group, Inc. (ABK) have
been at the center of the credit and housing crisis as insurers of sub-prime,
sub-A loans, and prime housing loans. Analysts continue to drop the earnings
estimates and the stocks themselves fall to new lows weekly.
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Outlook Remains Grim for MBIA, Ambac
MBI
+16.63%
in
521 days
MBIA Inc. (MBI) and Ambac Financial Group, Inc. (ABK) have been at the center of the credit and housing crisis as insurers of sub-prime, sub-A loans and prime housing loans. Analysts continue to drop the earnings estimates and the stocks themselves fall to new lows weekly.
MBIA Inc.
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Cramer on BloggingStocks: Beware the financial dirty dozen
MBI
+10.73%
in
518 days
Filed under: Ford Motor (F), General Motors (GM), Market matters, Citigroup Inc. (C), Bank of America (BAC), CIT Group (CIT), Merrill Lynch (MER), Federal Natl Mtge (FNM), Amer Intl Group (AIG), Wachovia Corp (WB), Washington Mutual (WM), Lehman Br Holdings (LEH), Stocks to Sell, Cramer on BloggingStocks, MBIA Inc (MBI) TheStreet.com's Jim Cramer says he has no confidence in these hated names, and neither should you.
The financials are flying -- there are finally bid...
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Bond Insurer Buying: Time to Dabble Soon?
MBI
-40.49%
in
533 days
<>There has been some interesting buying in shares of both Ambac (ABK) and MBIA (MBI)<>.
Insiders: MBIA's Chairman Joseph Brown bought 159,000 shares of stock at $5.91 per share last week, giving him 2,611,456 shares of direct ownership.
Ambac's Chairman and CEO Michael A. Callen bought 10,000 company shares at $2.60 per share. Director Laura Unger disclosed transactions from June 3 for purchases of 103,334 shares at $3.00 in two transactions. Jill Considine, Philip Duff, and Henry Wallace all also each bought 33,334 shares at $3.00 on June 3.
Big Fish: Martin Whitman added to his holdings in Ambac >>...
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Cramer on BloggingStocks: Sometimes, you just have to relent
MBI
-57.11%
in
49 days
(closed on 07/03/08)
Filed under: Market matters, CBS Corp 'B' (CBS), Federal Natl Mtge (FNM), Washington Mutual (WM), Stocks to Buy, Cramer on BloggingStocks, MBIA Inc (MBI) TheStreet.com's Jim Cramer says the value guys threw this party, so respect the hosts.
Sometimes you just feel beaten into being positive. You just say, "OK, enough, I will accept the positives as they are being put out, not as I believe they are."
That's how I felt yesterday about Freddie Mac (NYSE: FRE) (Cramer's Take). The company put out financials yesterday that looked better than expected, and for once I didn't question whether t...
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Cramer on BloggingStocks: Pools of capital keep retelling the credit story
MBI
+4.82%
in
21 days
(closed on 05/15/08)
Filed under: Market matters, Schlumberger Limited (SLB), Citigroup Inc. (C), Boeing Co (BA), Merrill Lynch (MER), Federal Natl Mtge (FNM), Lockheed Martin (LMT), Honeywell Intl (HON), Lehman Br Holdings (LEH), Stocks to Buy, Housing, Cramer on BloggingStocks, MBIA Inc (MBI) TheStreet.com's Jim Cramer says we know how it'll play out. Besides, there's money to be made elsewhere. Nobody's dissing the credit crisis. We all see it. We know when it is back. We know that the write-offs for the banks and brokers and Fannie (NYSE: FNM) (Cramer's Take) and Freddie (NYSE: FRE) (Cramer's Take) will b...
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Who's Bullish on MBI & ABK ?
- Have the recent deals between ABK & Citigroup, Meril & SCA and the future deals between Meril and MBI, mean we have seen the bottom?
Are these deal...
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Bond Insurer Gets a Boost of Capital
- Bond Insurers have been absolutely crushed by the credit crisis. The two industry leaders Ambac and MBIA have both lost more than 80% of their market v...
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