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Will Muni Bond Market Embrace Connie Lee?

"Municipal bond insurance is a slow moving game, the policies go on for 30 years or more, sitting out a year won't hurt Ambac, ****their customers still remember them****"

yes they will. and will remember to not do business with them and the others.... going fwd, muni insurance will be left to the 5-10% of the muni market that actually needs it. they are all about done.
Aug 06 22:41 pm |Rating: 0 0 |Link to Comment |View article
Oak Value Fund: Harley-Davidson's a Star, and We're Back in With AMBAC

Harley Davidson is still only competitive b/c of huge tariffs imposed on imported bikes, right? This was the case some years ago - can't imagine it's changed - so I'm not sure what "Harley Davidson is a star" refers to, as the stock is ho-hum and management is, in effect, subsidized.
Dec 11 10:15 am |Rating: 0 0 |Link to Comment |View article

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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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jswede

Comment Stream » ABK

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Will Muni Bond Market Embrace Connie Lee?

Oak Value Fund: Harley-Davidson's a Star, and We're Back in With AMBAC

jswede's Comments Stream Stats

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