Quote Originally Posted by Patler View Post
Radian Group Inc.?

Took a quick look. They have missed earning estimates for the last six quarters. It looks like they have missed significantly, too. Negative earnings since Q3 2011. Yet, a year ago it was a $4 stock, now $12. Not sure why. Usually companies that miss estimates badly suffer in the market, especially when they do it for a year and a half.

What's their story? Might they be primed for a price collapse?
You have to buy into the story and the recovery of the housing market to be in a believer of RDN. It's the largest provider of PMI out there. They are cleaning up their books and the regulations for getting homes with PMI and tightening and things will be getting more conservative in 2014 as well for homebuyers. I have been looking at RDN and Genworth as two potential ways to benefit form the improved housing market. I think RDN is more speculative but also more of a gamble. I am looking forward to taking a very close look at their next earnings report.