First American Financial: Housing Market Malaise Outweighs Portfolio Repositioning

Shares of First American Financial (NYSE: FAF ) have been a moderate performer over the past year, gaining about 18%, as the company has faced headwinds from elevated mortgage rates and limited housing transactions. I last covered First American in August, ratingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an ...