Altisource Portfolio Solutions

  • Amazing Upside Left at Ocwen Financial

    By Mark Holder - May 22, 2013 | Tickers: ASPS, NSM, OCN

    While the market remains focused on chasing every business run by Elon Musk, it continues to ignore huge cash flow generators such as Ocwen Financial (NYSE: OCN). The company grew revenue by 147% during the first quarter of 2013 yet all indications are that the pipeline is loaded with further growth.

    The mortgage servicing sector has become a very profitable business since the financial crisis as large banks have sold more »

  • Hedge Funds Have Been Buying These Stocks

    By Meena Krishnamsetty - May 17, 2013 | Tickers: ASPS, HMA, PDCE, NX, RNR

    There are a number of ways to keep up with stock picks from hedge funds and other major investors. Investors can get a fairly comprehensive look at their long portfolio several weeks after the end of each quarter, when hedge funds file 13Fs with the SEC, and we have found that the included information can be use to develop investing strategies (for example, the most popular small cap stocks among more »

  • Billionaire Leon Cooperman’s High Upside Potential Picks

    By Meena Krishnamsetty - March 29, 2013 | Tickers: ASPS, ESRX, NYX, SLM, RIG

    One way to estimate a stock’s upside potential is by looking for a low PEG ratio, which incorporates both the P/E multiple and analyst expectations for earnings growth. While analyst projections are often too rosy, investors can at least treat the PEG ratio as a screen, and then do more research on appealing companies.

    We can also use our database of hedge fund 13F filings, which we use more »

  • Insiders Bought Cigna, Diebold, and These Stocks

    By Meena Krishnamsetty - March 19, 2013 | Tickers: ASPS, CI, DXCM, DBD, DRC

    While over the last month or so we at Insider Monkey have devoted much of our time to analysis of the most recent round of 13F filings and developing investment strategies based on the included information, we have also kept an eye on insider trading activity. Studies show that insider purchases are weak bullish signals (read our analysis of studies on insider trading), and we think that this is because more »

  • Hedge Funds Just Bought These Stocks

    By Meena Krishnamsetty - February 14, 2013 | Tickers: ASPS, BZH, RDC, TRN

    Hedge funds and other major investors file a 13D or a 13G with the SEC when they acquire 5% ownership of a company or later change this position. Since these filings are made relatively quickly, they provide a more or less up-to-date recommendation that investors can research further. While the 5% threshold results in filings being made almost exclusively for small-cap and mid-cap stocks, it’s actually particularly important to more »

  • Did Blackstone Call The Housing Turn?

    By Reuben Brewer - February 14, 2013 | Tickers: ASPS, RESI, SNY, SBY, BX

    Bloomberg recently highlighted some amazing single family home sales statistics, including that a third of home sellers find a buyer in less than two weeks in some areas of Washington D.C. and Seattle. That's a far cry from the languishing housing market that's helped to keep the economy in neutral since 2007. It looks like Blackstone (NYSE: BX) called this one right, but you still have a more »

  • High Growth Likely For These Real Estate Stocks

    By Mike Thiessen - January 22, 2013 | Tickers: ASPS, RESI, LPS

    On December 21, 2012, Luxembourg-based property management company Altisource Portfolio Solutions (NASDAQ: ASPS) completed the spin-off of two of its former subsidiaries: Altisource Residential (NYSE: RESI) and Altisource Asset Management Corporation (AAMC). The deal unlocks a tremendous amount of value in ASPS's former subsidiaries and has already provided solid returns for investors who have continued to hold AAMC stock. In the coming months, this complex yet low-key spin-off may more »

  • Billionaire Leon Cooperman’s High Upside Potential Picks

    By Meena Krishnamsetty - January 11, 2013 | Tickers: ASPS, AIG, AAPL, SLM, RIG

    One way to estimate a stock’s upside potential- while, to some degree, restricting oneself to fairly reasonable earnings projections- is to use the PEG ratio, which is derived from analyst expectations of earnings growth and the traditional P/E multiple. Of course, the sell-side is often wrong and so “high growth potential” should be treated like any other screen: a list of suggestions to consider further before making any more »

  • Big Wave Trading Portfolio Update And Top Current Holdings

    By Joshua Hayes - December 14, 2012 | Tickers: ASPS, AMCC, ARIA, BBRY, CNC, FB, FSLR, GOOG, GMCR, PCLN, QCOM, SWHC

    The Big Wave Trading portfolio remains under a NEUTRAL signal. However, we did switch to a BUY signal for 2 days before switching back to NEUTRAL. Fortunately for us, we have already closed shop on our model for the year. After the final and barely successful SELL signal it was decided that with the current price/volume pattern in the overall market, the upcoming Fiscal Cliff drama, and the news more »

  • An Insider’s Company Bought Altisource Shares

    By Meena Krishnamsetty - December 3, 2012 | Tickers: ASPS, FISV, LPS, WAC

    Brown’s Valley Development Company, which is owned by Altisource Portfolio Solutions (NASDAQ: ASPS) Board member Michael Linn, has purchased 1,000 shares of the company’s stock according to a filing with the SEC. The buy took place on November 27, at an average price of $103.87 per share, and augments close to 16,000 shares that are owned by Linn, his children, and his trust. Altisource Portfolio more »

  • Billionaire Julian Robertson is Correct about Ocwen

    By Meena Krishnamsetty - October 25, 2012 | Tickers: ASPS, NSM, OCN

    In a recent appearance on CNBC, billionaire Julian Robertson- the legendary head of Tiger Management and mentor to the many “Tiger Cubs” currently managing their own hedge funds- mentioned Ocwen Financial (NYSE: OCN) as one of the stocks that he liked (see more of billionaire Robertson's recommendations). We also recently looked at some of the stock holdings of Pine River Capital Management, and they had a position in Ocwen more »