u r right about that, but abk and mbi are not in distress

来源: longtermInvestor 于 2008-09-03 15:33:40 [] [旧帖] [给我悄悄话] 阅读数 : 0 (455 bytes)

situation, if u read third avenue's letter to share holders, abk and mbi will generate millions of cash even in run off status (namely, even without new business).

I am actually worried that some financial companies are soaring together with abk and mbi, while they may not have a balance sheet as stellar as abk or mbi.

I am sorry that I am too impolite. I really respect your skills on stocks. I regret as soon as I hit the submit button.

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• forgot to mention, even rating agencies acknowledged -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 (136 bytes) () 09/03/2008 postreply 15:35:43

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