Fidelity National Financial, Inc. (FNF)

I believe FNF to be extremely undervalued. My DCF model gives it an intrinsic value of appr. $30 per share.

I believe the crisis is over for the best title insurers like FNF and although they may not grow sales back to pre-housing bust levels in the near future I do see FNF growing sales back to the $7 Billion mark by FY2015. Of course free cash flow will also go along for the ride. I think that this stock is a buy anywhere under $22 per share, so at its current price of $14 it really is a steal.

Also of note; in the past 9 months, FNF has gained 0.8% market share on its closest rival FAF and currently has 46.8% of the title insurance market. It is the first time this has occured in over 20 years and may be a sign that the company has adapted much better than its rival to the recent changes in the industry.

Another interesting metric is revenue per employee. FNF generates twice as much sales per employee than FAF.

I strongly recommend buying FNF.

topped out, returns don't fit the price

It's Feb. 13th and the SPX symmetrical triangle is going to force a market direction, likliest direction is down. FNF has done too good, too quickly, very recently. That simple.

TM

Lower interest rates mean big business.

insurer

Title Insurance tag has been going down.

great yield and should grow nicely when financial crisis unwinds

Stock is depressed by 50%. Will with a number of transactions in housing sector. If one bets on the end of the housing crisis by the end of the year - stock will follow. Has comfortable 7% dividend

As per Benjamin Graham value principles, stock is available at a price which is at a discount to its intrinsic value.

Good Long Term Stock, selling $11.00 under it's year high. Pays quarterly dividends - get this one while it is cheap.

Financial sector s--t has to work iits way through the whole goose!

Fidelity is a leader in title insurance products and has a virtual monopoly on the issuance of Trustee's Sales Guarantees, a form of title insurance obtained at the time of foreclosure. These policies are issued through their National Default Division in Irvine California. Fidelity also owns Fidelity Agency Sales and Publication - a company that services foreclosures by posting the notices, publishing details about the sale, and auctioning the property.

Bottom line is that although Fidelity isn't issuing as much title insurance for the purchase of new homes as they did before, but their Trustee's Sales Guarantee's are being issued at an unprecedented rate.

Fidelity has the assets and personnel to survive this downturn in the real estate sales market, and will generate a significant amount from its participation in the foreclosure arena. Their stock is trading at historically low levels and appears to be a bargain at today's prices.

Beat up due to housing slump. Undervalued at these levels

mortgage title insurance

reduced earnings for next 2-3 quarters already priced into fnf. should outperform if real estate market stabilizes even a little. understated value of land (200000 acres)
on the west coast

Excellent yield. Solid stock

leader in title insurance. unloved...but pays a nice dividend while waiting for housing to rebound. patience is a virtue with this one.

Solid Company that is beaten down.