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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (48158)	4/2/2013 7:40:36 PM
From: Hawkmoon	Read Replies (1) \| Respond to of 220901

The only thing that I see worth being long are the mortgage insurers (temporarily). They have recapitalized at prices close, or above current market share prices. FHA is trying to get out of that business. Rumor has it that MTG is buying out its liabilities at $10k per loan, which should release some standing reserves to apply to coming earnings (as they have been already marked down as losses). RDN also looking good through this summer. May also see positive movement in other insurers. Can't have a true economic recovery without improvement in financial surety companies, IMO. Hawk