Ambac Financial Group, Inc. (ABK)

XMFJordan (72.16) Submitted: 12/04/07 8:06 PM : Start Price: $26.53 ABK Score: 80.37

Let me tell you a little tale about insurance for financial products.

First, you have the insurance company. This company rates risk, writes insurance, helps to improve credit ratings (taking that AA to AAA), and pays dividends to its hold...

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lonbker (< 20) Submitted: 9/01/07 11:10 AM : Start Price: $61.34 ABK Score: -83.49

the market does not understand Ambac's business. The company is trading at about 0.7x adjusted book (which takes account of premiums it will receive in the future based on policies already written).

Ambac's exposer to sub prime is only a...

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TMFWBuffettJr (99.70) Submitted: 6/05/07 3:28 PM : Start Price: $86.09 ABK Score: 80.80

$800 billion worth of subprime loans will reset in the second half of this year (2007). $18.7 billion worth of subprime loans are sitting on AMBAC's books. The exposure is equal to 284.4% of statutory capital. Leverage (Face Value Bonds/Statutory C...

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slimjohn (64.61) Submitted: 3/07/08 3:20 PM : Start Price: $7.28 ABK Score: -78.73

Selling is overdone in this name

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EMG114 (96.41) Submitted: 5/06/08 10:32 PM : Start Price: $6.07 ABK Score: 70.98

Because of the weak economy, expect this stock to go down for a while since its stock value has been falling, dropping from $95 to $5 over the past year. While some people may see this as an opportunity to buy some cheap stock, I don't think this sto...

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Allstar13913 (99.89) Submitted: 1/16/08 10:14 AM : Start Price: $15.54 ABK Score: 83.55

This is a bond insurer that has a terrible subprime portfolio. They just fired their CEO and slashed their dividend. I don't have hopes for a bright future with this stock.

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NeroSagetrade (46.65) Submitted: 12/13/07 10:58 PM : Start Price: $23.68 ABK Score: -79.77

Time to grow some balls and make some calls I guess. Ambac Financial has taken a beating and is now trading well below book valuation as their asset backed mortgage portfolio of bonds has nosedived. Subprime and even high rated bonds have tanked in v...

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jester112358 (99.80) Submitted: 5/07/08 1:37 PM : Start Price: $4.81 ABK Score: 61.97

Hey, they just lost nearly $12 a share. They are technically insolvent, so I gave them a few weeks to last until bankrupcy.

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ll0o0ll (99.64) Submitted: 6/04/08 2:40 PM : Start Price: $2.47 ABK Score: 37.71

The business model is broken, and no new capital will save this company from bankruptcy.

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abitarecatania (99.17) Submitted: 12/29/07 9:37 AM : Start Price: $24.04 ABK Score: 79.63

"My Comment: Insurance from MBIA and Ambac is Worthless. Neither Ambac nor MBIA come remotely close to deserving AAA ratings. Everyone knows it, but Moody's, Fitch, and the S&P all pretend otherwise."

http://globaleconomicanalysis.blogspot.com/

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