Note that First American REO Outsourcing is the sort of company I've been saying will do well. It's a division of First American (ticker FAF,) but I'd probably wait until it's spun off.
See for example First American Announces Rebranding of Default Division to First American Default Information Services
First American recognizes how beneficial counter-cyclically driven default revenue is to the future growth of the corporation, said Chris Leavell, chief operating officer of First American Real Estate Information Services.
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