Fidelity National is certainly sensitive to activity in the residential mortgage market, and as rates on mortgages have come back down from April through mid-May, interest rate sensitive stocks such as the home builders, mortgage lenders and REITs have all rallied.

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Infrared cameras and other technology monitor for unauthorized activity in sensitive areas of the structure, including doors to equipment chambers.

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Housing activity is normally very sensitive to interest rates, so with a lag of a few quarters during which easier credit works through the system, housing starts revive, often before the recession is over.

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