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FNF: Bull or Bear?

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Bullish on FNF ... FNF

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-9.76% in 184 days DETAILS Index Membership: S&P 400 MidCap S&P 1500 Super Comp Sector: Financial Industry: Surety & Title Insurance Full Time Employees: 13,700 BUSINESS SUMMARY Fidelity National Financial, Inc., through its subsidiaries, provides title insurance, specialty insurance, claims management, and information services in the United States. The company primarily provides title insurance, escrow, and other title related services, including collection and trust activities, trustee?s sales guarantees, recordings, and reconveyances. It also offers flood, home warranty, homeowners?, automobil... Continue reading »

From the Blogosphere

Bookkeeping: Closing Fidelity National Financial (FNF)

34%

I am still scratching my head at the wild divergence in performance [Jun 18, 2008: A Very Strange Divergence in Title Insurance] between our 2 title insurance stocks - Fidelity National Financial (FNF) and First American (FAF). One thing the recent action has done is created almost identical valuations at arund 10x 2009 estimates, so at this time I don't see a major advantage of holding both anymore. I am going to close the weaker of the two charts, FNF - and take a 30% loss on the last 0.75% stake. We have a reasonable 5% loss in the remaining stash of FAF. If the past 15 years are any i... Continue reading »

Fund Performance Period 6

34%

is through last Friday's closing prices.... For those who read the content of the website via email or RSS reader, you can come to the website at any time and click on 'Performance/Portfolio' tab in the menu bar to get updated positions (weekly) and performance. Total Portfolio Value, as maintained by 3rd party, can be checked here each day with 20 minute delay vs real time (starting value $1,000,000 or $10.00 NAV) I will post an update of performance versus Russell 1000 every 4 weeks; we've moved over to a new tracking this year as the old system would not allow shorting of <>individual <nobr s... Continue reading »

A Very Strange Divergence in Title Insurance

34%

This is one of the few times I'd like to have ready access to analyst reports... I am completely boggled by the massive divergence among the two title insurance companies we own. While both faltered badly once interest rates started to rise (hurting mortgage applications and by transitive theory, titles), First American (FAF) has fought back to its 200 day moving average while Fidelity National Financial (FNF) has continued down at a nearly 45 degree angle. Even as Treasuries have rallied here the past 5 sessions buffering the rise in mortgage rates. Granted the latter is more a pure play... Continue reading »

Ken Heebner's 1st Quarter 2009 Moves - CGM Focus (CGMFX): Financials and Retailers

34%

Ken Heebner of CGM Funds is one of few mutual fund managers we keep a close eye on; he is a very aggressive fund manager [May 6, 2008: Ken Heebner's Trading for CGM Focus Tripled in 2008] and through last summer had an incredible winning streak going - then he was placed on the cover of Fortune [May 28: Ken Heebner - America's Hottest Investor] and for you Sports Illustrated fans - you know what happens next. Since he is aggressive, has the ability to short, and has been a lot more right than wrong over the years, I like to keep watching even as he has recently struggled. Year to date in ... Continue reading »

First American (FAF) Beats by a Mile

34%

Let me preface this by saying one of our favorite hedge fund managers Doug Kass has shorted the title insurer group as of yesterday... mixed results thus far. He was once short Allegiant Travel (ALGT) when I owned it - and it went down hard right after his call as I assume many people follow his trades. But as you can see by the chart, over time it surged and long term value was appreciated. So we were "both right" - he in the short run, me in the long run. But the stock market nowadays is all about the short run trade... I believe the same here - no change to thesis but due to his charg... Continue reading »

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