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Eye on Short Interest at GM, Assured Guaranty

Wilber Ross has a big interest in this company so readers need to keep this stock on their screens in case the shorts have this puppy wrong.
Jul 26 13:35 pm |Rating: 0 0 |Link to Comment |View article
The Jury is Still Out on the Monolines

Yor readers are too sophisticated. These companies are toast and are in runout mode. In the coming crisis they won't payoff their CDO obligations and their munibond portfolios will be transferred to Buffett, Ross and company.
Feb 29 12:00 pm |Rating: 0 0 |Link to Comment |View article
Bond Insurers, Not Fed, Driving Market

According to the WSJ the initial CDO contracts with the monolines was in the form of an insurance policy. This irritated the investment bankers and they forced the contracts into the form of a CDS so they could make even more money betting on credit quality. Greed knows no bounds.
Feb 04 12:36 pm |Rating: 0 0 |Link to Comment |View article
The Monolines Need $200 Billion? No Way

Question is after they lose their ratings and go to run out mode where does the money come from after their capital is used up. Surely they don't have $900B sitting on the shelf.
Jan 30 16:42 pm |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
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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.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
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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