The financial I would buy? I think you have to take a big swing at Radian ( RDN), the No. 1 mortgage insurer in the country. The housing market, which you are going to hear great things about Tuesday when we get February home sales and the Case-Shiller index report, is going great guns. The consensus right now is that we will build 1 million homes this year. I think that's just too low. I bet it is closer to 1.2 million. The more new homes, the more we have to raise Radian's numbers. Not only that, but the FHA is rapidly pulling away from writing mortgage insurance. Radian's taking up the slack.

So, when the intelligentsia spread the word Monday that the Cyprus "solution is a disaster," you know where to go: PVH calls and Radian common. And remember to buy more PVH after the report recognizing that the analyst community is negative and will get positive the day after the quarter, no matter what number PVH gives us.

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