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

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.