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| HOLD | 4.170 | Marty Whitman | Management believes a Financial Guaranty subsidiary is going to give them all the capital they need. Thinks it is the diciest security in his portfolio. Has a BV of $30. He's going to ride with them. | 2008-09-16 | |
| TOP PICK | 53.210 | James Cole, BA, CFA | Home insurance. Generates huge amounts of free cash flow. Trading at only about 9Xearnings and just above tangible book value. Good management. Great price for the long-term investor. | 2006-11-13 | |
| PAST TOP PICK | 59.260 | James Cole, BA, CFA | (A Top Pick Sept 22/05. Up 16%.) Still likes. | 2006-01-17 | |
| TOP PICK | 50.900 | James Cole, BA, CFA | (A Top Pick July 6/05. Up 10%.) Trading at not much over book value at 9 X earnings. One of the leaders in mortgage insurance in the US. Also has businesses engaged in distressed credit of buying distressed mortgages and consumer debt. | 2005-09-22 | |
| TOP PICK | 47.160 | James Cole, BA, CFA | (A Top Pick Feb 18/05. Down 2.4%.) If we do have a more stressful credit environment they have a good balance to offset it. New CEO has a very good track record. Should be a very good long term performer. | 2005-07-06 | |
| TOP PICK | 48.680 | James Cole, BA, CFA | Insure "higher loan to value" mortgages in the US. Also have significant investments in companies that manage distressed debt. If there is a distressed environment, this will act as a counter balance to their mortgage business. | 2005-02-18 | |
| TOP PICK | 45.300 | Nicholas Sargen | A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages. | 2004-05-14 |
