ASSURED GUARANTY LTD AGO

December 27, 2021 - 11:39am EST by

member

						2021	2022
Price:		48.00		EPS		3.54	0
Shares Out. (in M):		71		P/E		0	0
Market Cap (in $M):		3,416		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		4,970		TEV/EBIT		0	0

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9	member 4/09/21 12:59PM Anyone following?
Seems like this should be a secular loser (active -> passive; fee compression; outgrown their "niches"), but the stock has returned some 75%+, and it's trading at 20x 2021 consensus, which itself is 20% above... login to read the rest view available tags
5	member 4/18/18 5:33PM thoughts on the earnings report?
Thanks in advance. view available tags
4	member 1/23/18 10:42AM Re: Question on Japanese Margins 3
You're welcome. I estimate 30% of 2016 earnings based on the revenue disclosed and almost no direct costs, as the Japanese funds are managed by the same investment team that manages CNS's other funds. I agree, that high-payout view available tags
3	member 1/22/18 5:15PM Question on Japanese Margins
First off, thanks for the excellent writeup, the Japanese angle is very interesting. On Japan, how are you getting your 30% of profits estimate? I know it's higher margin but the whole business has over 40%... login to read the rest view available tags
2	member 12/14/17 10:21AM Re: a few questions 1
Hi, 1. Their AUM has been growing but that is because of appreciation. Excluding appreciation their AUM was down 24% from the end of 2011 to the end of 2015, was up 3% in 2016, and... login to read the rest view available tags
1	member 12/12/17 1:00PM a few questions
thanks for the idea, very interesting. a few questions: 1) CNS claims 12 quarters of "organic growth", which seems to mean inflows. they seem to be taking in a fair amount today... so i guess the... login to read the rest view available tags

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