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No. of Recommendations: 5
This stock interests me because I think it is flying a bit under the radar. I think this stock has hidden explosive potential to the upside. I think there are two reasons that the stock is not moving as much as some of the other GG picks. One it is difficult to understand and two a lot of people are afraid of any business that has anything to do with debt and leverage these days.

A business in "Credit Swaps" sounds risky and unexciting to people and I think that is why I don't think there is as much excitement on this board as say the GIGM board where the story is a lot more exciting and fun.

I almost just passed up reading about this stock because I already have a lot of financials in my portfolio and the business did not sound too appealing....at least at first.

I was all set to buy some GIGM but I have a bit of a value side in me and I understand that GIGM is a risky stock. If GIGM keeps running then fine, I missed it....there are other opportunities but GIGM is also likely to fall back into a good price range for me for a number of different reasons. It is a risky stock....there is a chance to get it lower.

I began asking myself why Primus Guaranty is ranked higher in the review than GIGM by Bill Mann and I came to the conclusion that as of today there might possibly be more upside in Primus Guaranty because Primus is percieved to be a extremely risky investment and doing terrible business while it in actuality it is a time when Primus appears to have tremendous pricing power and is doing quite good.

When it becomes obvious that this company is doing quite well, there is a good chance this stock will explode to the upside. We shall see but I am starting to believe this is one of the best possible investments in GG because most other picks have made quite a move already.

I believe that most of the stocks that have already made big moves may still continue to rise over the next six months or so but the higher the price the higher the risk. I think Primus is a lower risk way to get some of the same upside of some of the stocks that have already moved much, much higher. At least that is what I believe right now. We will see how it plays out.


Rob S
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