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Primus (PRS): At the Center of CDS Storm

November 3rd, 2008 by James Cullen

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See more FNM, FRE, Financials, James Cullen, LEH, PRD, PRS, Small Caps, WM | 6 Comments »

Primus’ Jasper: Fannie/Freddie Impact Minimal, CDS Will Endure

September 9th, 2008 by James Cullen

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See more FNM, FRE, Financials, James Cullen, PRD, PRS, Small Caps | 6 Comments »

Primus Guaranty and the Viability of the CDPC Model

August 21st, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | 8 Comments »

Aggressive Model Portfolio, Year-to-Date

August 18th, 2008 by James Cullen

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More on this topic (What's this?)
Initial Thoughts from the LBS Conference (Robert Salomon's Blog, 5/20/08)
New telco insights are catching on (Communications Breakdown, 4/17/08)
Accenture's Cashflow and Buyback Should be Catalysts for the Stock (Stocks and Blogs, 11/5/07)
Read more on Accenture at Wikinvest

See more ACN, AVTR, EXEL, HW, IR, James Cullen, Long Stocks, PDLI, PRD, PRS | No Comments »

Primus Guaranty (PRS) Earnings and Conference Call Notes

August 7th, 2008 by James Cullen

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See more ABK, Financials, James Cullen, Long Stocks, MBI, PRD, PRS, Small Caps | 2 Comments »

Portfolio Moves; or This Wednesday Could Be an Interesting Week

August 4th, 2008 by James Cullen

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See more AEO, Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps, USG | 6 Comments »

Stress in the Credit Default Swap Market for Financials, Part II

July 22nd, 2008 by James Cullen

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See more AIG, C, Financials, James Cullen, MCO, MS, PRD, PRS, WB, XLF | No Comments »

The Slaughter of the Preferreds

July 15th, 2008 by James Cullen

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More on this topic (What's this?)
Volatility Clustering (World Beta - Engineering Targete..., 7/28/08)
Speaking of Volatility... (World Beta - Engineering Targete..., 7/28/08)
One Source of Volatility You Can Prepare For… (Contrarian Profits, 7/7/08)
Read more on Primus Guaranty, Historical Volatility at Wikinvest

See more FITB, Financials, James Cullen, MCO, NCC, PRD, PRS, Small Caps | 2 Comments »

Major Primus (PRS) Shareholder Selling Stock

July 1st, 2008 by James Cullen

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See more Financials, James Cullen, PRD, PRS, Small Caps | 1 Comment »

Last Comments on Primus (PRS) For a While, I Promise

June 26th, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | 2 Comments »

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