Buy Presentation for AGOASSURED GUARANTY MUNICIPAL HOLDINGS INC

• Assured Guaranty Ltd., through its subsidiaries (Assured Guaranty Municipal, Assured Guaranty Corp, Assured Guaranty RE), provides credit protection products to public finance, infrastructure, and structured finance markets primarily in the United States, Europe, and Australia.

• Market Cap $2.71B• Competitors (AFSI), (HCI), (THG), (KINS), (ITIC)

Sector – Financials Industry - Insurance

• Buy 360 shares AGO between $13.75 - $14.00, $4,950 - $5,040

• Exit around $20.00 (set sell limit at target)• Gain 43 – 45% around $2,250• Could hold till Book Value $24.95 realized

which would produce 81% gain around $4,032

Possible Strategies

• 52 week high – $19.04• 52 week low - $9.22• Current Price - $13.95• Price/Book - .56• Book Value - $24.91

Stock Price

• Book Value per Share Growth (Last 5 Years) AGO +1.16% Insurance Average +2.22%

• Cash Flow Growth Rate (Last 5 Years) AGO+37.17% Insurance Average -5.52%

• EPS Growth (Last 5 Years) AGO +14.22% Insurance Average -11.76%

• Projected EPS Growth (Next Year vs. This Year) AGO +4.35% Insurance Average +11.84%

Key Statistics

• Revenue Growth (Last 5 Years) AGO+41.11% Insurance Average +2.82%

• Profit Margin Most Recent Quarter Annualized AGO 42.40% Insurance Average 8.49%

• Return on Sales MostRecentQuarterAnnualized AGO 42.40% Insurance Average 8.49%

• ROI (Most Recent Quarter, Annualized) AGO 9.84% Insurance Average 6.92%

Key Statistics

• Long Term Debt/Equity (Most Recent Quarter, Annualized) AGO 16.96% Insurance Average 39.05%

• Total Debt/Equity (TTM) AGO 20.24% Insurance Average 43.16%

Key Statistics

• Assured Guaranty Expands Municipal Bond Insurance Team by Business Wire— 9:30 AM ET 11/09/2012

• Assured Guaranty, Flagstar make final pleas in key loans case by Reuters— 10:54 PM ET 11/12/2012

• Assured is seeking $116 million in damages. The case is Assured Guaranty Municipal Corp v Flagstar Bank

News Updates

1 Year Chart

• Actuals ## Estimates ##

Earnings - Actuals vs. Estimates by Fiscal Quarter

08/29/2012 KENNY, PATRICK W. Director Acquisition (Non Open Market)

170 $13.19 2.2K 59,090

08/29/2012 FREDERICO, DOMINIC

Chairman Acquisition (Non Open Market)

1,467 $13.19 19.3K 880,332

08/29/2012 BREWER, RUSSELL B. II

Officer Acquisition (Non Open Market)

229 $13.19 3.0K 71,132

08/29/2012 MICHENER, JAMES M.

Secretary Acquisition (Non Open Market)

318 $13.19 4.2K 231,720

08/29/2012 SCOTT, WALTER A. Director Acquisition (Non Open Market)

166 $13.19 2.2K 94,146

08/29/2012 STERN, BRUCE E. Executive Officer Acquisition (Non Open Market)

229 $13.19 3.0K 70,036

08/29/2012 COZEN, STEPHEN A. Director Acquisition (Non Open Market)

99 $13.19 1.3K 75,246

08/29/2012 BORGES, FRANCISCO L

Director Acquisition (Non Open Market)

44 $13.19 580.4 169,924

08/29/2012 BUHL, G LAWRENCE Director Acquisition (Non Open Market)

99 $13.19 1.3K 48,687

08/29/2012 BARON, NEIL Director Acquisition (Non Open Market)

125 $13.19 1.6K 38,249

Insider Transactions

SWOT Analysis