Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Radian's Turnaround Is Real

One of the biggest stories during the financial crisis was the near collapse of the private mortgage insurance market as CLOs and CMOs imploded left and right. A few years ago, the survival of any of the mortgage insurance firms seemed almost laughable, and their stock prices reflected that. Yet, remarkably the firms hung in there and are today finally starting to turn around. And no company better reflects that trend or is better positioned for the future than Radian (NYSE:RDN). The turnaround in the stock looks real and despite the stock's amazing run up over the last year, the company is still cheap with investors left gun-shy by the firm's near-death experience during the recession and the

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