NMI Holdings: Excellent Relative Value, Buy

I haven’t written for SA for several months. My articles over time were generally of two types. One was recommending purchase of value stocks in the housing and consumer finance industries, my area of experience. TheGary Gordon’s career was on Wall Street, where he was a stock analyst covering the housing, mortgage and consumer finance industries. He also served as a U.S. investment strategist and as a portfolio manager. The bulk of his work career was at PaineWebber and UBS. He is now retired. Mr. Gordon i ...