Assurant Inc.  (AIZ)     Rate AIZ  -  Discuss AIZ  -  Add to Watch List        

Over the past 6 months Assurant  (AIZ) has so far managed to get through the credit crisis unscathed. A few weeks ago a Barron’s article even suggested that Assurant will ultimately benefit from a continually weakening housing market. Although Assurant will continue to write more creditor placed homeowners policies, the company still has significant exposure to the credit crunch and a weakening economy.

First, let’s take a look at mortgage exposure.

I have long been bearish on the financial and the consumerdiscretionary sectors, though I am no longer significantly short. (Inretrospect, I probably should have waited longer before covering someof those positions!) As the fina