Rising mortgage rates and falling refinancing volume could create an opportunity.
Evaluating scenarios shows that even average performance could lead to substantial upside.
We think the dividend is economically sustainable.
Fidelity National's moat is weakened by its leadership, while First American's is strengthened.
Investing in the wrong industry could alter the complexion of your portfolio.
Investing in title insurers now could lead to outsized returns for patient investors.
Uncertainty surrounds specialty insurance, but there's one overlooked opportunity.
The housing crisis continues to weigh on this sector.
Mortgage and bond insurance industries are a wreck, but title insurance offers some opportunities.
Can insurers take another hit?
Is this industry on the ropes, or is relief in sight?
We provide our take on the equity holdings in their portfolios.
The good, the bad, and the ugly.
Three quality names are worth keeping on your radar.
Title insurers face a long road to recovery.
Our take on the three players that dominate the title insurance business.
The housing market might be falling, but these firms are doing quite well.