This is an article about bond insurers including abk

来源: longtermInvestor 于 2008-10-01 23:40:17 [] [旧帖] [给我悄悄话] 阅读数 : (659 bytes)
回答: I am starting to feel bullish on WB 由 longtermInvestor 于 2008-10-01 21:01:52

I have more info about abk on my blog:

http://www.gurufocus.com/news.php?id=34381

MBI is stronger than ABK, abk is more undervalued at current price. I have been trading in and out of ABK, MBI, AGO for the last 4 months. Returns are pretty good so far. Made money on abk today too. ABK is really good for trading, up and down big. I only have core positions which I would not sell. But I am ready to trade on it any time. As long as abk is under its book value of 6.6, it is relatively safe. Moody's is reviewing abk, may give out a credit downgrade on mbi and abk. Market is discounting this risk heavily, that is why abk's price is so low.

所有跟帖： 

• forgot to give you my blog link: -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 (72 bytes) () 10/01/2008 postreply 23:41:35

• 太谢谢了，我要踏着你的足迹，跳进跳出。 -war3- ♀ 给 war3 发送悄悄话 (66 bytes) () 10/02/2008 postreply 00:23:21

• 非常感激，慢慢欣赏。买了什么了，到这里来喊一声。 -温嘉戛- ♀ 给 温嘉戛 发送悄悄话 (0 bytes) () 10/02/2008 postreply 00:29:36

• what are the core positions? -雨悠然- ♀ 给 雨悠然 发送悄悄话 雨悠然 的博客首页 (0 bytes) () 10/02/2008 postreply 00:50:03

• core position just means I will hold onto it -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 (486 bytes) () 10/02/2008 postreply 07:58:13

• What undervalued stocks you are holding in your core account? -Sylviadu- ♀ 给 Sylviadu 发送悄悄话 (0 bytes) () 10/02/2008 postreply 09:17:11

• mbi, abk, ago, akf, akam, tasr, fmd, ucbh -longtermInvestor- ♂ 给 longtermInvestor 发送悄悄话 (130 bytes) () 10/02/2008 postreply 10:13:33

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