Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of mortgage insurer Radian
So what: What happens when multiple large competitors are unceremoniously removed from your industry? Good things, that's what.
For both Radian and competitor MGIC Investment
Now what: It seems plenty premature to think all of the fallout from the housing crisis is behind us -- particularly when you consider what's going on at Bank of America
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Fool contributor Matt Koppenheffer owns shares of Bank of America but has nofinancial interest in any of the other companies mentioned. You can check out what Matt is keeping an eye on by visiting his CAPS portfolio, or you can follow Matt on Twitter, where he goes by @KoppTheFool, or on Facebook. The Fool’s disclosure policy prefers dividends over a sharp stick in the eye.