MGIC Investment Corp. (MTG)

[zekegern]

KMX. If your taking a look at SGM, take a look at IMH. Followed it for some time. Low P/E and growing. Company used to be a non-qm machine, recently mainly refinances, but now refocused on non-qm. Huge margins in non-qm and they should benefit significantly from deregulation. Recently grew their mortgage servicing rights, which should benefit as rates rise.