Judy Weil_

Housing Bubble and Real Estate Market Tracker

Interesting question. I did a quick check and there really hasn't been much about these companies in the news over the past few weeks. However, of the stocks you mentioned, all have shown significant declines of 10% and more over the past 6 weeks.

We will start to hear about these companies soon enough though. Triad's earnings report comes out on July 26th, Radian's on the 25th, MGIC on the 19th-- this Thursday. I couldn't find PMI's earnings announcement, but their last one was on the 30th of April, so it should be pretty soon.

I noticed PMI is a global insurer; their operations in Asia and Australia have been "news active" with personnel changes. It might be worth checking out PMI in these other markets to see how they are doing there. It could give you a better sense of how well they will weather the storm in the U.S.

Best,
Judy