NMI Holdings: Excellent Relative Value, Buy

GameStop: An Old-Fashioned Valuation Analysis

Federal Agricultural Mortgage: Stable Earnings Stream With Above-Average Growth Prospects

Fannie Mae The Mortgage Insurer: Long-Term Trends

Buy MGIC: Higher Interest Rates Create A Buying Opportunity

Home Depot Stock: A Deep Dive Finds A Neutral View

Rocket Companies Is Materially Overpriced Considering The Interest Rate Outlook

SoFi By The Numbers - Watch The Small Print

Buy NMI Holdings: Home Mortgage Credit Managers Are Getting Cheap

Buy MGIC - Slow, Steady And Still Cheap

Neutral On Ally Financial Based On My 2025 EPS Forecast Math

Sell SoFi Technologies Because Of Macro Demand And Supply Challenges

Fannie Mae Earnings Primer: Value Investors Stay Away

Home Mortgage Industry Arbitrage - Buy MGIC, Sell Rocket

Buy NMI Holdings: 17% Cash Return, Still Growing

Farmer Mac: An Academic's Case For Higher Value

Buy MGIC: Ramping Up The Cash To Investors

Buy Zions Bancorp. Think 5 Years Ahead, Not Just Next Quarter

Buy MGIC: This Time Mortgage Credit Really Is Different

Farmer Mac: This 'Hold Forever' Stock Keeps Purring

NMI Holdings: The Cash Is Starting To Flow For This Mortgage Insurer

Buy AGNC Stock, The Turn Gets Ever Closer

Zions Bank: From A Great Buy To A Good Buy On The Rally

Buy Housing Stock MGIC, Sell Redfin, Seriously Skewed Valuations

Zions Bancorporation: Focus On The Valuation, Not The News