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A Secret Housing Stock: 20% Earnings Growth, P/E of 8 With Capital Mindset (Ticker: NMIH)

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Manage episode 451091950 series 2667710
Conteúdo fornecido por Chit Chat Stocks. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Chit Chat Stocks ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:

(00:00) Introduction to NMI Holdings and PMI Insurance

(06:29) The Evolution of Mortgage Insurance Post-2008

(11:22) NMI Holdings: A New Player in the Market

(16:11) Market Dynamics and NMI's Competitive Edge

(21:13) Risks and Key Performance Indicators for NMI Holdings

(31:07) Housing Market Dynamics and Anomalies

(40:30) Geographic Concentration and Market Focus

(46:54) Earnings Review and Business Performance

FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset

*****************************************************

Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

Follow us on Twitter/X:https://twitter.com/chitchatstocks

Follow us on Substack:https://chitchatstocks.substack.com/

*********************************************************************

Sign-up for a bond account at Public.com/chitchatstocks

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: finchat.io/chitchat

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Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

  continue reading

630 episódios

Artwork
iconCompartilhar
 
Manage episode 451091950 series 2667710
Conteúdo fornecido por Chit Chat Stocks. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Chit Chat Stocks ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

On this episode of Chit Chat Stocks, Ryan and Brett talk to Fabio from Capital Mindset about NMI Holdings (ticker: NMIH). Find out why this stock has grown earnings at 20% per year but only trades at 8x earnings. They discuss:

(00:00) Introduction to NMI Holdings and PMI Insurance

(06:29) The Evolution of Mortgage Insurance Post-2008

(11:22) NMI Holdings: A New Player in the Market

(16:11) Market Dynamics and NMI's Competitive Edge

(21:13) Risks and Key Performance Indicators for NMI Holdings

(31:07) Housing Market Dynamics and Anomalies

(40:30) Geographic Concentration and Market Focus

(46:54) Earnings Review and Business Performance

FOLLOW CAPITAL MINDSET: https://x.com/capital_mindset

*****************************************************

Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

Follow us on Twitter/X:https://twitter.com/chitchatstocks

Follow us on Substack:https://chitchatstocks.substack.com/

*********************************************************************

Sign-up for a bond account at Public.com/chitchatstocks

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: finchat.io/chitchat

*********************************************************************

Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

  continue reading

630 episódios

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