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On Don’t Lose Sleep Over Bond Insurers Woes contd #5:

Q

I’m sure your read the recent Dow Jones article that suggests we are overpaying for insured munis and may actually get a higher yield, with no more risk, on A or better-rated paper that is not insured. The article also advises muni buyers to focus on the underlying rating of an insured bond and avoid them if they are not A rated or better. Most bond brokers never mention the underlying rating unless asked and emphasize that the AAA rating of an insured bond is mostly what matters. How do you feel about this in light of the recent events in the bond insurer arena?

S.F., Connecticut

A

James A. Klotz responds:

Excellent question. Please click here for a complete discussion of this issue.

Nov 19, 2007

Start here.

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