Radian Group Inc. (RDN)

An early look at today's action: Computer-driven volatility today, again. A lot of fear in the media -- but where were they 200 handles higher in the S&P Index? The key feature, to me, was not the continued decline in oil prices; it was the strength...

My trades so far today include: Small shorts of the SPDR S&P 500 ETF (SPY) at $199.29 and the PowerShares QQQ ETF (QQQ) at $108.51. Small additions to the following bank/financial longs: Bank of America (BAC) at $15.12, Citibank (C) at $50.10, JPMor...

I have about a two-hour conference call shortly on a potential "home-run" stock that I've been working on for a month, so I'm delivering today's Takeaways and Observations earlier than usual. Here they are: I think a confluence of: 1) a sell-off of ...

Here's a rundown of my latest trades: I've further added to my short of the SPDR S&P 500 ETF (SPY) on a scale all the way up to $205.70. I'm also adding to my longs of Potash Corp. (POT), Radian (RDN) and Twitter (TWTR) and the United States Oil ETF...

I'm buying some market laggards this morning, including Bed Bath & Beyond (BBBY), Best Buy (BBY), Macy's (M), Radian (RDN), Potash Corp. (POT) and Twitter (TWTR). By contrast, I'm shorting the market's leaders by shorting the SPDR S&P 500 ETF (SPY).

Here's the remainder of my 15 Surprises for 2016 (click here for part one). Again, these aren't "predictions" for 2016, but rather a list of potential events that have a reasonable chance of occurring. Again, I call them "possible improbable events"...

I continue to add to my long of Twitter (TWTR), Potash Corp. (POT) and Radian (RDN) today. All look like reasonable "post-tax-selling-bounce" candidates to me.

My thoughts on the day as we near the closing bell: Second day in which the markets rebounded. At day's highs at 3:30 p.m. Last program standing will, once again, determine the last half-hour's price action. Very low volume. Bad high-frequency econo...

I've added to my shorts of the SPDR S&P 500 ETF (SPY) and the PowerShares QQQ ETF (QQQ) on this morning's ramp-up. I've also added to my long of Twitter (TWTR), as well as of Radian (RDN) and Potash Corp. (POT).

My thoughts to this point of the day: Thus far a tepid bounce following two awful trading sessions. Spiders (up about 50 cents a share on the day) are more than a dollar off of their morning highs. The U.S. dollar was weaker against the euro, spurri...

My guess (and it's only a guess) is that Mr. Market could rally over the next few days given his current oversold condition. As such, I've been adding to my longs of tax-loss candidates Radian (RDN), Potash Corp. (POT) and Twitter (TWTR).

I am participating in a telephonic board meeting of a public company (I'm a member of its board), so this comes out earlier today. Dougie I am. I hope you enjoyed! Shkreli -- pride goeth before the fall. And then KaloBios Pharmaceuticals (KBIO) like...

I have 10 longs and 16 shorts on my "Best Ideas" list. My longs are concentrated in financials and retail, while my shorts are less thematic and more based on bottoms-up research. Seems reasonable to me.

Here is a partial list of my current longs and shorts: Longs: Yahoo! (YHOO), Potash (POT), Citigroup (C), Bank of America (BAC), JPMorgan Chase (JPM), Fifth Third Bancorp (FITB), Twitter (TWTR), Macy's (M), Best Buy (BBY), Bed, Bath & Beyond (BBBY),...

Thoughts on the day as the closing bell nears: Big win for the bulls. Broad-based rally that didn't look back all day. Now at session highs. Feels like panic short covering, with many offsides, coupled with buy programs. The U.S. dollar declined a t...

I'm adding to my longs of Radian (RDN) with a $14.20 limit and of the ProShares UltraShort S&P 500 ETF (SDS) with a $19.95 limit. I'm also bidding across the board for banks.

Radian (RDN) conducted its first investors' day in nine years yesterday -- and in my view, the information presented should reverse the negative sentiment and share-price decline that the company has seen since releasing third-quarter earnings on Oc...

Here's an early afternoon edition of Takeaways: My opening missive suggested that the markets would not fold under the pressure of Friday's terrorist attack, that they could actual trade OK; those remarks proved correct.  That said, I expect that th...

Radian (RDN) will hold its latest investors' day in New York at 9 a.m. ET tomorrow. It's a propitious time for the meeting, as RDN shares have recently retreated after ripping higher early this year. Management will likely focus on these key items: ...

My thoughts as the day wraps up: I give the win to the bears today (finally!), as Mr. Market (thus far) has made two failing attempts to rally. Bonds continued to drop in price and rise in yield. As I mentioned, in response to Kim G in the Comments ...

My thoughts on the day to this point: A down day, thus far. S&P near the day's low. SPDR S&P 500 ETF (SPY) at $206, or about 30 cents above the day's low. Fairly bad breadth on the NYSE. Qs (Nasdaq) are creaming Ss (S&P) who are creaming Rs (Russell...

Radian (RDN) reported $0.31 in earnings per share on an operating basis -- a five-cent miss vs. expectations -- and with the shares down some $2 as a result, I'm adding to my long position. The company's loss ratio (often a lumpy number owing to the...

Here are my thoughts on the day: Another win for the bulls, though the market does seem tired. (Or is it me that is tired??!!!??) A bit of a fade near the close as I write "Takeaways." And that is despite very weak TFANGS (the "T" -- as in Tesla (TS...

I am adding to Radian Group (RDN) at $16.10 now.

BTIG reiterates its Buy rating in Radian (RDN), with a $22 price target.

Here's a rundown of trades that I've recently made: I re-established my long rental of the SPDR S&P 500 ETF (SPY) at $189.95. In the banking space, I added to my longs of Bank of America (BAC) at $15.42, Citigroup (C) at $49.41 and JPMorgan Chase (J...

Here are my observations so far today: Who's more scared? The bulls, in all likelihood. Sentiment, coincident with the market's schmeissing, has built up in recent days. That's a potential plus, but sentiment is not a terrific timing tool. Just turn...

Radian (RDN) is my largest non-ETF stock buy today.

I covered part of my short of the SPDR S&P 500 ETF (SPY) at $193.66 in premarket trading. I also bought Bank of America (BAC) at $15.49, Citigroup (C) at $50.03 and JPMorgan Chase (JPM) at $60.75 and am bidding across the board this morning to bolst...

I've added to my short of Apple (AAPL) and long of Radian (RDN) this morning.