m*****i
发帖数: 4342 | 1 Mortgage insurers rise in premarket as government calls for FHA scale back. |
a******e
发帖数: 472 | 2 Great news! thanks for sharing! I am heavy on RDN/MTG :-) |
a******e
发帖数: 472 | 3 Minncai daniu, how much do you think RDN/MTG can go this wave? unload some?
or hold and ride?
【在 m*****i 的大作中提到】
: Mortgage insurers rise in premarket as government calls for FHA scale back.
|
P*B
发帖数: 2876 | |
c*********o
发帖数: 402 | 5 what about MBI?
isn't MBI in the same field as MTG/RDN/PMI?
Thanks a lot! |
m*****i
发帖数: 4342 | 6 I missed this wave. I would unwinding position if I have any.
Simply, if they will grab more market share then they have to raise more
capital.
Housing is still very depressed in my area, lots of short sale/foreclosure.
?
【在 a******e 的大作中提到】
: Minncai daniu, how much do you think RDN/MTG can go this wave? unload some?
: or hold and ride?
|
b******r
发帖数: 16603 | 7 本来还想多拿会儿的，菜牛这么说，俺就短线锁利了
Filled Buy RDN Market 6.9399 -- -- 02/08/11
Filled Sell RDN Market 7.891 -- -- 02/11/11
踏空了菜牛给包子，嘿嘿。 |
b******r
发帖数: 16603 | 8 MBI/AGO/ABK are a little bit different.
【在 c*********o 的大作中提到】
: what about MBI?
: isn't MBI in the same field as MTG/RDN/PMI?
: Thanks a lot!
|
a******e
发帖数: 472 | 9 Thanks a lot!
【在 m*****i 的大作中提到】
: I missed this wave. I would unwinding position if I have any.
: Simply, if they will grab more market share then they have to raise more
: capital.
: Housing is still very depressed in my area, lots of short sale/foreclosure.
:
: ?
|
a******e
发帖数: 472 | 10 Nice trade! Zan!
【在 b******r 的大作中提到】
: 本来还想多拿会儿的，菜牛这么说，俺就短线锁利了
: Filled Buy RDN Market 6.9399 -- -- 02/08/11
: Filled Sell RDN Market 7.891 -- -- 02/11/11
: 踏空了菜牛给包子，嘿嘿。
|
|
|
w*******o
发帖数: 6125 | 11 名菜大牛，RDN ER那天Huge Loss的时候你不是说
Mortgage Insurance是Dead Meat了吗?
【在 m*****i 的大作中提到】
: Mortgage insurers rise in premarket as government calls for FHA scale back.
|
m*****i
发帖数: 4342 | 12 I still think so. That is why I missed this wave:)
I did DT for RDN/PMI today, no swing position.
I make my purchased based on FA analysis and fundamental analysis. Sometimes
, it could be dead wrong.
Just like FNMA, I think the value is zero, yet, the stock could have huge
run based on the news.
【在 w*******o 的大作中提到】
: 名菜大牛，RDN ER那天Huge Loss的时候你不是说
: Mortgage Insurance是Dead Meat了吗?
|
s*******i
发帖数: 2386 | 13 请问你觉得今天的高点过了么？还是下午还有一波？PMI下周ER，是否今天该出掉？
你手里还HOLD RDN和PMI吗？
谢谢，一直很景仰明菜大牛的FA分析。 |
a******e
发帖数: 472 | 14 I sold all of MTG and RDN, I didn'make much on RDN as I bought prior ER,
although 明菜大牛 warned the risk of ER, it was under water 10% till
yesterday, just out of water today with barely profit. |
m*****i
发帖数: 4342 | 15 I hope everyone sold already!
【在 m*****i 的大作中提到】
: Mortgage insurers rise in premarket as government calls for FHA scale back.
|
b******r
发帖数: 16603 | 16 菜牛，我打算搞点稍微稳妥点的，还可以吃点红利啥的
下面这批title insurer你有什么看法？
FNF/FAF/ORI |
