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Latest Analyst Comments on Assured Guaranty Limited (AGO)
 

Assured Aims for $499M Capital Raise (Bond Buyer) - Dec 04, 2009

She added, "Arguably we could be more or less conservative than what actually happens, but we have already contemplated that." JPMorgan analyst Andrew Wessel commented that an extra $500 billion of equity capital in Assured's investment portfolio "should be fairly dilutive to forward earnings."  
Andrew Wessel
Andrew Wessel
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  JPMorgan analyst <span class="analyst">Andrew Wessel</span> commented that an extra $500 billion of equity capital in <span class="company">Assured</span>'s investment portfolio "should be fairly dilutive to forward earnings." Tweet this 

Assured Guaranty's FVE Affirmed (Morningstar Stock Analyst Notes) - Dec 03, 2009

Bond insurer Assured Guaranty has disclosed that its 24 million shares of new common stock were purchased at $21 per share. As this is in line with our valuation, we will stick with our fair value estimate. Get our full take on Assured Guaranty, Ltd. See our complete company report and outlook including fair value estimate, consider buying and selling prices, risk rating, bull and bear arguments, and star rating with a free two week . 
 
Share:  Bond insurer <span class="company">Assured Guaranty</span> has disclosed that its 24 million shares of new common stock were purchased at $21 per share. Tweet this 

Top 10 Analyst Upgrades, Downgrades, and Initiations (AMZN, AAPL, AGO, BAC, CELG, CBST, DRYS, EBAY, POT, RIG) (24/7 Wall St) - Dec 03, 2009

Assured Guaranty (NYSE: AGO) Raised to Buy at UBS.  
 
Share:  Assured Guaranty (NYSE: <span class="company">AGO</span>) Raised to Buy at <span class="analyst">UBS</span>. Tweet this 

KBW upgrades Assured Guaranty after public stock offering, analyst says shares ... (San Francisco Examiner) - Dec 02, 2009

NEW YORK — A Keefe, Bruyette & Woods analyst upgraded bond insurer Assured Guaranty Ltd on Wednesday, saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating.  
 
Share:  NEW YORK — A Keefe, Bruyette & Woods analyst upgraded bond insurer <span class="company">Assured Guaranty</span> Ltd on Wednesday, saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating. Tweet this 

Moody's: Guarantors' Legacy Risks Hinder Recovery, Despite Encouraging Signs (Moody's Global Credit Research) - Feb 23, 2010

Global Credit Research Announcement 23 FEB 2010 Announcement: Syncora Guarantee Public Finance Newco Moody's: Guarantors' Legacy Risks Hinder Recovery, Despite Encouraging Signs New York, February 23, 2010 -- In a new report, Moody's 
 
Share:  Global Credit Research Announcement 23 FEB 2010 Announcement: Syncora Guarantee Public Finance Newco Moody's: Guarantors' Legacy Risks Hinder Recovery, Despite Encouraging Signs New York, February 23, 2010 -- In a new report, Moody's... Tweet this 

Premarket roundup: McDonald's, Santarus (CNBC) - Dec 02, 2009

_ A Keefe, Bruyette & Woods analyst upgraded bond insurer Assured Guaranty Ltd., saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating.  
 
Share:  _ A Keefe, Bruyette & Woods analyst upgraded bond insurer <span class="company">Assured Guaranty</span> Ltd., saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating. Tweet this 

Assured to axe jobs — but no impact on Bermuda office (The Royal Gazette - Business News) - Dec 02, 2009

Wells Fargo analyst Jim Shanahan said the company's shares should still continue to outperform financial peers, as it is the dominant remaining player in the market, with very profitable new business opportunities. Assured Guaranty, in which billionaire investor Wilbur Ross holds a stake, has largely escaped the credit problems that crippled rivals Ambac Financial Group Inc and MBIA. 
Jim Shanahan
Jim Shanahan
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Wells Fargo analyst <span class="analyst">Jim Shanahan</span> said the company's shares should still continue to outperform financial peers, as it is the dominant remaining player in the market, with very profitable new business opportunities. Tweet this 

Top 10 Analyst Upgrades, Downgrades, Initiations (AEP, ARRS, AGO, IRE, ESRX, KBH, MTL, MU, RFMD, SPG) (24/7 Wall St) - Dec 02, 2009

Arris Group Inc (NASDAQ: ARRS) Raised to Buy at UBS. Assured Guaranty Ltd (NYSE: AGO) Raised to Outperform at KBW.  
 
Share:  Arris Group Inc (NASDAQ: ARRS) Raised to Buy at UBS. Assured Guaranty Ltd (NYSE: <span class="company">AGO</span>) Raised to Outperform at <span class="analyst">KBW</span>. Tweet this 

Dell transfers ownership of Polish manufacturing plant to Foxconn (Minneapolis Star Tribune) - Dec 02, 2009

KBW upgrades Assured Guaranty after public stock offering, analyst says shares may rise , December 2, 2009 KBW upgrades Assured Guaranty after public stock offering, analyst says shares may rise , A Keefe, Bruyette & Woods analyst upgraded bond insurer Assured Guaranty Ltd on Wednesday, saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating.  
 
Share:  KBW upgrades <span class="company">Assured Guaranty</span> after public stock offering, analyst says shares may rise , December 2, 2009 KBW upgrades <span class="company">Assured Guaranty</span> after public stock offering, analyst says shares may rise , A Keefe, Bruyette & Woods analyst upgraded bond insurer <span class="company">Assured Guaranty</span> Ltd on Wednesday, saying the public offering of 23.9 million shares announced late Monday will help shore up its capital base and protect its investment grade rating. Tweet this 

Keefe, Bruyette & Woods Upgrades Assured Guaranty Ltd (AGO) to Outperform (StreetInsider.com - Upgrades) - Dec 02, 2009

Keefe analyst says, "We are upgrading Assured Guaranty to Outperform on valuation.  
 
Share:  <span class="analyst">Keefe</span> analyst says, "We are upgrading <span class="company">Assured Guaranty</span> to Outperform on valuation. Tweet this 

Assured Guaranty to cut jobs, reduce portfolio size (Forbes) - Dec 01, 2009

Wells Fargo ( WFC , news , people ) analyst Jim Shanahan said the company's shares should still continue to outperform financial peers, as it is the dominant remaining player in the market, with very profitable new business opportunities. Assured Guaranty, in which billionaire investor Wilbur Ross holds a stake, has largely escaped the credit problems that crippled rivals Ambac Financial Group ( ABK , news , people ) Inc and MBIA ( MBI , news , people ) . (Reporting by Anurag Kotoky in Bangalore; Editing by Anil D'Silva) Keywords: ASSUREDGUARANTY/SHARES (anurag.kotoky@thomsonreuters.com; within U.S. +1 646 223 8780; outside U.S. +91 80 4135 5800; Reuters Messaging: anurag.kotoky.thomsonreuters.com@reuters.net) 
Jim Shanahan
Jim Shanahan
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Wells Fargo ( WFC , news , people ) analyst <span class="analyst">Jim Shanahan</span> said the company's shares should still continue to outperform financial peers, as it is the dominant remaining player in the market, with very profitable new business opportunities. Tweet this 

Secondary Offerings Keep Mounting (ED, KMP, VNR, AGO, USEG) (24/7 Wall St) - Dec 01, 2009

We have secondaries from Consolidated Edison Inc (NYSE: ED), Kinder Morgan Energy Partners, L.P (NYSE: KMP), Vanguard Natural Resources, LLC (NYSE: VNR), Assured Guaranty Ltd (NYSE: AGO), and U.S. Energy Corp (NASDAQ: USEG). We have compiled details in a summary of each showing capital raised, the use of proceeds, underwriters, and the reaction on each. Consolidated Edison Inc (NYSE: ED) is selling 5 million shares of its common stock through UBS to raise approximately $215 million based upon the closing prices on Monday. 
 
Share:  We have secondaries from Consolidated Edison Inc (NYSE: ED), Kinder Morgan Energy Partners, L.P (NYSE: KMP), Vanguard Natural Resources, LLC (NYSE: VNR), Assured Guaranty Ltd (NYSE: AGO), and U.S. Energy Corp (NASDAQ: USEG). Tweet this 

Assured shares soar 20% (The Royal Gazette - Business News) - Nov 18, 2009

JPMorgan analysts led by Andrew Wessel in New York raised their price target, saying premiums from the Financial Security Assurance Holdings Ltd acquisition will be recognised faster than the firm had forecast.  
Andrew Wessel
Andrew Wessel
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  JPMorgan analysts led by <span class="analyst">Andrew Wessel</span> in New York raised their price target, saying premiums from the <span class="company">Financial Security Assurance</span> Holdings Ltd acquisition will be recognised faster than the firm had forecast. Tweet this 

Moody's cuts Assured Guaranty Corp one notch to Aa3 (Reuters) - Nov 13, 2009

Business opportunities in the structured finance market have also fallen off significantly, though Assured has a strong competitive position in the U.S municipal market, Moody's said. JP Morgan analyst Andrew Wessel said the one notch downgrade was a key level for Assured to continue to write new muni bond insurance.  
Andrew Wessel
Andrew Wessel
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  JP Morgan analyst <span class="analyst">Andrew Wessel</span> said the one notch downgrade was a key level for <span class="company">Assured</span> to continue to write new muni bond insurance. Tweet this 

Moody's Downgrades Assured to A1 (Another Financial Portal) - Nov 13, 2009

Moody's lead analyst Arlene Isaacs Lowe noted, "While the value proposition of financial guaranty insurance has been eroded in some segments of the US municipal finance market, Assured still enjoys very strong demand for its insurance product from smaller and higher risk municipal issuers that would face higher funding costs absent credit enhancement.  
 
Share:  <span class="analyst">Moody's</span> lead analyst Arlene Isaacs Lowe noted, "While the value proposition of financial guaranty insurance has been eroded in some segments of the US municipal finance market, <span class="company">Assured</span> still enjoys very strong demand for its insurance product from smaller and higher risk municipal issuers that would face higher funding costs absent credit enhancement. Tweet this 

Assured Guaranty falls on UBS downgrade (MarketWatch) - Aug 31, 2009

SAN FRANCISCO (MarketWatch) , Assured Guaranty shares fell more than 5% Monday after UBS analyst Brian Meredith downgraded the bond insurer.  
Brian Meredith
Brian Meredith
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  SAN FRANCISCO (MarketWatch) , <span class="company">Assured Guaranty</span> shares fell more than 5% Monday after UBS analyst <span class="analyst">Brian Meredith</span> downgraded the bond insurer. Tweet this 

Assured Guaranty stock downgraded; sh... (Forbes) - Aug 31, 2009

Assured Guaranty's potential risk of a ratings downgrade and recent surge in its share price led an analyst to downgrade the bond insurer's stock Monday. Shares of Assured Guaranty ( AGO , news , people ), which have risen 76 percent since the beginning of the year, tumbled $1.11, or 5.5 percent, to $18.99 in midday trading. Shares have traded between $2.69 and $20.64 during the past year. UBS ( UBS , news , people ) analyst Brian Meredith downgraded Assured Guaranty to "Neutral" from "Buy" amid the possibility the bond insurer's key financial strength rating could be lowered by Moody 's ( MCO , news , people ) Investors Service.  
Brian Meredith
Brian Meredith
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  UBS ( UBS , news , people ) analyst <span class="analyst">Brian Meredith</span> downgraded <span class="company">Assured Guaranty</span> to "Neutral" from "Buy" amid the possibility the bond insurer's key financial strength rating could be lowered by Moody 's ( MCO , news , people ) Investors Service. Tweet this 

Big investors scooped up shares, but retail sales temper ... (MarketWatch) - Aug 13, 2009

Meanwhile, shares of Assured Guaranty /quotes/comstock/13*!ago /quotes/nls/ago ( AGO 18.18 , +1.43 , +8.54% ) traded higher as J.P. Morgan analyst Andrew Wessel upgraded the bond insurer to overweight from neutral.  
Andrew Wessel
Andrew Wessel
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Meanwhile, shares of Assured Guaranty /quotes/comstock/13*!ago /quotes/nls/ago ( <span class="company">AGO</span> 18.18 , +1.43 , +8.54% ) traded higher as J.P. Morgan analyst <span class="analyst">Andrew Wessel</span> upgraded the bond insurer to overweight from neutral. Tweet this 

J.P. Morgan Upgrades Assured Guaranty; Shares Rise (Fox Business) - Aug 13, 2009

J.P. Morgan analyst Andrew Wessel upgraded shares of Assured Guaranty to overweight from neutral on Thursday following an analysis of the bond insurer's mortgage portfolio. The review showed mortgage related losses are "manageable," the analyst said. Assured Guaranty, which acquired Financial Security Assurance Holdings this summer, will need to add $745 million to combined reserves for mortgage losses over the next few quarters. "However, given Assured Guaranty should generate $1.7 billion of unearned premium discount from the FSA acquisition completed on , created by purchasing the company well below book value, modeled losses are still well covered by projected earnings," Wessel wrote in a research note. 
Andrew Wessel
Andrew Wessel
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  J.P. Morgan analyst <span class="analyst">Andrew Wessel</span> upgraded shares of <span class="company">Assured Guaranty</span> to overweight from neutral on Thursday following an analysis of the bond insurer's mortgage portfolio. Tweet this 

Assured posts $170m loss on derivative write-down (Royal Gazette) - Aug 07, 2009

The loss of $1.82 a share compared with profit for the same period a year earlier of $545.2 million, or $5.96, the company said yesterday in a statement. Assured Guaranty, which dominates the market for new issue municipal bond insurance as former competitors including MBIA Inc and Ambac Financial Group Inc have had their credit ratings tumble, reported a $190.2 million after tax unrealised loss on derivatives in the quarter. The company, which bought competitor Financial Security Assurance Holdings Ltd this year, guaranteed 9.1 percent of the US public finance new issues sold during the first half. The company insured 7.8 percent of new issues during the same period of 2008. "The traditional market leaders have seen their franchise values permanently impaired," Rob Haines, an analyst with independent research firm CreditSights said last month during a presentation on the future of the bond insurance business.  
Rob Haines
Rob Haines
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "The traditional market leaders have seen their franchise values permanently impaired," <span class="analyst">Rob Haines</span>, an analyst with independent research firm CreditSights said last month during a presentation on the future of the bond insurance business. Tweet this 

Assured Guaranty shares surge on strong Q1 profit (Reuters) - May 08, 2009

However, UBS analyst Brian Meredith said the loss reserve of 29 cents a share in the company's mortgage guaranty segment was not anticipated. "Additionally, Assured Guaranty increased its losses for first lien subprime, for which we did not assume any losses so far," Meredith wrote in a note to clients. Assured has largely escaped the credit problems that crippled rivals Ambac ( ABK.N ) and MBIA ( MBI.N ) by avoiding insuring repackaged subprime mortgages. 
Brian Meredith
Brian Meredith
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  However, UBS analyst <span class="analyst">Brian Meredith</span> said the loss reserve of 29 cents a share in the company's mortgage guaranty segment was not anticipated. Tweet this 

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