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Mortgage Insurance Firms Due for a Comeback

Turner Emerging Growth manager Frank Sustersic says these companies are going to trade closer to book value over time.

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Mike Breen: You have a name you were adding to your buying recently that wouldn't strike me as an obvious growth target. It was Radian, which I think is mortgage lender-related.

Frank Sustersic: Right.

Michael Breen does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.