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"It has not been a good month to own any of the mortgage insurance stocks. All five are down with three losing more than X% in just four weeks. They do not seem to be getting any benefit from the prospects of lower mortgage rates. $ACT $ESNT $MTG $NMIH $RDN"
X Link @CAG_Research 2025-10-15T17:10Z XX followers, XX engagements
"$EQH -Morgan Stanley lowers Equitable target to $XX from $XX Overweight - $EQT -Barclays lowers EQT target to $XX from $XX Overweight -RBC raises target to $XX from $XX Sector Perform - $ESNT -JPMorgan lowers Essent target to $XX from $XX Downgrades to Neutral from Overweight -"
X Link @MarcJacksonLA 2025-10-07T23:24Z 7569 followers, XXX engagements
"$ESNT -Barclays raises Essent Group target to $XX from $XX = Weight - $ESTC -Scotiabank lowers Elastic target to $XX from $XXX Downgrades to Sector Perform from Sector Outperform - $ETN -Wells Fargo raises Eaton target to $XXX from $XXX = Weight - $ETR -Barclays raises Entergy target to $XXX from $XX Overweight -"
X Link @MarcJacksonLA 2025-10-06T22:18Z 7570 followers, XXX engagements
"What are some of your favorite banks insurers or SaaS plays and why Insurtech opinions are welcome. Heres a few of my personal favorite medium / long term holds: $ORI $WRB $FFH.TO $GOOG $CRWD $MSFT $TSM $PGR Heres a few interest rate plays: $ACGL $NMIH $ESNT $ACT $KRNY $JPM $MS $LDI $BETR"
X Link @CedarStResearch 2025-10-05T13:55Z 2306 followers, 2434 engagements