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Sorted by: Date | Top Results
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Date |
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| 1. |
2008 Book Year Loss Estimates 
mtgedefaultmaster, I have been running more numbers
on the 2008 book year, and you may be right, the losses
could reach above the 16% or so I have estimated.
I am...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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9-Feb-10 06:00 pm |
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| 2. |
What Percent Of Current Delinquencies
are in foreclosure or has a claim already been received,
versus merely delinquent? Why are all the MI managements
collectively withholding that information...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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8-Feb-10 01:51 pm |
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| 3. |
More Evidence
that all the so-called housing experts are behind the
curve in terms of estimating losses from residential
real estate. http://www.businesswire.com/portal/s
ite...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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8-Feb-10 12:37 pm |
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| 4. |
Re: MTG bonds....
If you want boring I wouldn't invest in RDN bonds.
As of Q3 it was unclear where they would get the holdco
funds to pay off 2011 debt. Even if they pay that
off, they have another 250M due in...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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8-Feb-10 12:28 pm |
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| 5. |
Re: MTG bonds....
A question about the 2011 bonds came up on the conference
call. Fannie has already agreed to allow MTG to take
money out of the opco to pay off those bonds at maturity
and/or buy...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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5-Feb-10 05:29 pm |
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| 6. |
Re: Housing Costs and Why We Keep Getting Poorer
This is by far the best analysis I have seen. http://www.calculatedriskblog.com/2010/01/real-house-prices-price-to-rent-ratio.html
"This isn't like 2005 when prices were way
out of...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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5-Feb-10 12:54 pm |
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| 7. |
This Is Classic
A good comment on today's housing market. "The
nation’s debt has become so immense that it’s corroding
the government’s fundamental relationship with its
own people. Put yourself in the shoes of...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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4-Feb-10 05:24 pm |
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| 8. |
Re: LPS December Report Includes 30 Day, 60 Day, 90+ Day and Loan in Foreclosure Counts!
Good point. I haven't checked it in a while, but
www.ctslink.com is Wells Fargo's corporate trust
site, and they have a lot of deals under their care,
so all the deal docs are there...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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4-Feb-10 05:23 pm |
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| 9. |
Re: LPS December Report Includes 30 Day, 60 Day, 90+ Day and Loan in Foreclosure Counts!
Oh, it is very obvious delinquency inventories are
aging across the mortgage spectrum, but still the
MIs believe their cure rates will be at historical
levels or...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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4-Feb-10 04:41 pm |
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| 10. |
Re: Cures
I asked some people I know at various mortgage servicers
if they have heard of these programs, they have not.
If these programs are in place, they are...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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4-Feb-10 04:33 pm |
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| 11. |
Re: strk, paid and mtg
PMI is trading as a call option on some miraculous
recovery in the housing market. Whether that option
should be valued at $100m or $200m is an open question.
But if they ever...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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2-Feb-10 08:27 pm |
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| 12. |
Re: Why Would Anyone Be COVERING Their Short Positions??
Two years ago, let's see. Oh yeah, I was shorting
MTG, PMI, RDN, and TGIC. Actually it was more than
two years ago, early 2007 to be exact. And so far
everything I have predicted...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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2-Feb-10 08:12 pm |
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| 13. |
Re: FHFA Demarco&&39;s letter
The GSEs have to buy delinquent loans out of guaranteed
pools, that is how they operate. The bondholder gets
paid at par as if there was a prepayment. This...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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2-Feb-10 05:57 pm |
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| 14. |
Re: Near Term Catalysts
I usually don't worry about what other people are
doing in terms of taking positions on this stock.
But if someone was looking for a near term catalyst,
wouldn't they...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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2-Feb-10 05:52 pm |
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| 15. |
Re: Some Additional Detail as To Defaults and Losses in MGIC&&39;s 2005 Flow Book -- Part 1
OK, so 6.15% of today's RIF is 295 million paid
in 2010 from the flow 2005 book, which is not far
off my estimate which is currently 285M. My only caveat
is, as usual, government action may skew that...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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2-Feb-10 12:49 pm |
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| 16. |
Re: Determination of 2004 Book Remaining RIF
Thanks, that is helpful.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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1-Feb-10 11:40 pm |
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| 17. |
Re: 2005 Book Year
How much more do I need to spell it out for you? Do
you want a copy of my loss estimation model? Too bad,
you aren't going to get it. But basically it estimates
losses based on loan...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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1-Feb-10 11:38 pm |
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| 18. |
Re: 2005 Book Year
I suggest you get back to your desk and continue processing
claims. Nothing you say on these message boards is
going to save your company. You say MTG was the m
ost...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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1-Feb-10 09:56 pm |
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| 19. |
2005 Book Year
As I stated before, my estimate for losses on the remaining
2005 book year are 23% of RIF (flow only), with RIF
being at 4.8B, that equals $1.1B of loss yet to come
from this...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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1-Feb-10 09:11 pm |
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| 20. |
Delinquency Rates and Loss Assumptions
BTW, one thing I do try to adjust for is the fact that
when MTG gives delinquency rates, they are usually
based on counts, whereas losses will be based on.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
MGIC Investment Corp. (MTG)
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stryker_rx |
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1-Feb-10 06:06 pm |
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