I agree the price action seems good. Although, again, my perspective seems to be the minority in that I am more concerned with the lack of visibility into the CCI exposure, than MI. I actually agree with the MI stuff being contained and dont see new capital going into that business. I just want to have the same feeling on the CCI stuff (especially after the big increase in the last Q for the expense).
Waiting to read the actual quarterly filing to see for more specific details.