Shares of MGIC Investment ( MTG ) have been a moderate performer over the past year, gaining about 6%. That said, we have seen shares pull back from their recent highs amid worries about further slowing in the housing market. On Wednesday evening, MGIC reported solidOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for ...