None of these names would be problematic in a more hospitable environment.
After announcing an offering for 135 million common shares, the mortgage insurer's stock declines 11%.
It may just be that the remaining firms that are the winners here.
Bristol-Myers is downgraded to 'neutral,' and Gap is initiated with an 'underperform.'
Speculators can play a rebound in housing via these stocks.
Keep the derivative stocks in mind, not just obvious ones such as homebuilders.
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