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Radian Group Inc. Message Board

  • geepersman3 geepersman3 Feb 4, 2014 6:24 PM Flag

    Hey Red, May want to take notice of GNW MI business.

    RDN going to surprise to upside for earnings, especially without stock performance compensation this Q. We will see in a few hours. Lower rates means more business. Do you think the fed is concerned about a little pullback in the mkts or a pickup in housing activity via lower rates. I will go with the later as it's the main area of the economy keeping things going. Best of luck!

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    • i bought some feb 14 puts a while back. will have to see how it plays out but may just let them expire. im sure earnings will be fine, but i still stand by thesis going forward. puts will probably expire, but i still see this staying in 13.50 to 16 range in the near term. if rates can hold the 50 bps drop over the next few quarters than things may change.
      conference call will be interesting.
      im long GNW and hold a decent position for my portfolio so i was glad to see their numbers.

      maybe the fellas on the mtg board will get some ping pong action tomorrow

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