Cameron Hurst Radian Group Inc RDN-N COMMENT Nov 17, 2015

People love to hate this. This space had a great re-rating. Coming out of the crisis, all of a sudden mortgage entitled insurance was a phenomenal business to be in and very easy. It had a really appreciable run. At this point the growth that you are getting and the multiple you are paying are pretty reasonable. There has been a bit of a breakdown in the charts and now, all of a sudden, they are fighting a major Short interest group, so it is a different kind of investment now. He would caution to be aware of what kind of risks you are taking on.

Cameron Hurst

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$14.240

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TOP PICK

A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages.

TOP PICK

Insure "higher loan to value" mortgages in the US. Also have significant investments in companies that manage distressed debt. If there is a distressed environment, this will act as a counter balance to their mortgage business.

TOP PICK

(A Top Pick Feb 18/05. Down 2.4%.) If we do have a more stressful credit environment they have a good balance to offset it. New CEO has a very good track record. Should be a very good long term performer.

TOP PICK

(A Top Pick July 6/05. Up 10%.) Trading at not much over book value at 9 X earnings. One of the leaders in mortgage insurance in the US. Also has businesses engaged in distressed credit of buying distressed mortgages and consumer debt.

PAST TOP PICK

(A Top Pick Sept 22/05. Up 16%.) Still likes.

TOP PICK

Home insurance. Generates huge amounts of free cash flow. Trading at only about 9Xearnings and just above tangible book value. Good management. Great price for the long-term investor.

HOLD

Management believes a Financial Guaranty subsidiary is going to give them all the capital they need. Thinks it is the diciest security in his portfolio. Has a BV of $30. He's going to ride with them.

BUY

It thrives with more homes sales at lower prices. Up nearly 12% this year, and 45% over 12 months. It's reported several better than feared quarters as interest rates decline. Trades at a cheap 9x PE.

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Cameron Hurst Radian Group Inc RDN-N COMMENT Nov 17, 2015

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