As the housing market continues to improve, MGIC (MTG 2.40%) and Radian (RDN 1.32%) have been prime beneficiaries. Now, Essent Group (ESNT 1.28%) and NMI Holdings want in on the action. In this segment of The Motley Fool's financials-focused show, Where the Money Is, financial-sector analysts Matt Koppenheffer and David Hanson discuss the private mortgage insurance marketplace and tell viewers who they think is well-positioned.