EJR hosted a client call on 1.28.08 discussing our view of the monoline credit insurance firms and related parties. Names covered were ACA, AMBAC, BSC, CFC, ETFC, FGIC MBIA, MGIC, RDN and ResCap. Clients and prospective clients already on trial should select "Contact Us" to request the audio file, call notes and presentation materials.

It's very clear:  Changes in credit precede changes in common.  

Get this right, and forward looking equity and credit prices fall into place.  We get it.   

Welcome to a ratings firm that delivers highly accurate - performance driven ratings with predictive value for equity, debt and money market portfolios and has no conflicts of interest. 

Egan-Jones Ratings is a value added equity, debt and money market performance product that delivers extremely accurate ratings which reflect current market conditions.  Clients are forward-thinking institutional investors who don't like surprises.  They prefer to maximize the strategic, forward looking, high probability predictive-value long, avoid or short opportunities we identify from our 1,250 name coverage list.  EJR clients "got the memo"; our actionable work helps them anticipate the direction and price level the equity and debt the firms securities will seek by assigning the credit rating that correctly reflects current market conditions and other rating firms will eventually assign  Want proof? On 4.6.06 we advised clients that a GM bankruptcy was a high probability and to position accordingly. 

Ask yourself these questions:

1.  Has Moody's, S&P or Fitch ever given you an edge and made you any money? 

2.  Have S&P or Fitch or Moody's ratings been accurate or provided predictive value and insight as to the price and strength a firms equity, debt and money market instruments will exhibit? 

If you said "Yes", to either question, you don't need us.  If you said something like "not even maybe" then we probably have a number of things that may help you make or save money and stay in compliance with 2a-7. 

We aren't pretty and glossy, nor inexpensive - instead,  we give you what you need to know in as few words as possible.  We provide transparent, predictive-value ratings and equity analysis with investment conclusions necessary to make money and avoid losses across asset classes. Our work is light on personal opinion and heavy on numbers and their strategic investment implications and credit worthiness, not on rhetoric.   Egan-Jones Ratings are performance driven and have investment implications for both equity and fixed income long/short funds and money market portfolios.  Some clients tell us our predictive value work gives them a small edge.  Some say a not-so-small edge.  Request a brief trial and judge for yourself.

• Federal Reserve and long term academic studies from Stanford University and University of Michigan conclude: "Egan-Jones clients have performance advantages" - Please see above: Federal Reserve and Academic Studies. 
• No-conflicts-of-interest.  Our clients are fiduciaries, money market funds, hedge funds and the sell side. We receive no compensation from any issuers to rate their securities.  See "Contact Us" for a brief trial.