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Ocwen Financial Corp

  • 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 »

  • 3 Stocks With Steady Growth Prospects

    By Victor Selva - May 22, 2013 | Tickers: HLSS, OCN, WFSL

    Some financial companies have accomplished to grow steadily due to the consequences of the last economic crisis; and those that service loans have particularly done so. Below we will look into three financial firms, Ocwen Financial (NYSE: OCN), Home Loan Servicing Solutions (NASDAQ: HLSS) and Washington Federal (NASDAQ: WFSL) in order to elucidate if they are worth our trust.

    A company in expansion

    One of the companies that could profit more »

  • Tracking Cash Inflows: A Good Method to Locate Investment Opportunities

    By Jeff Stouffer - April 28, 2013 | Tickers: ALK, IWM, OCN, PCYC, TWO

    Exchange-traded funds have gained popularity for a variety of reasons. One feature that may assist the average investor in seeking investment opportunities is the daily transparency of the holdings. Observing the passive index following style empowers the investor to get a sense of what the exchange-traded fund will buy. These two elements may help uncover what stocks are being purchased by these funds.

    An investor may also choose to acquire more »

  • This Industry Owes a Debt to Uncle Sam

    By Robert Hanley - April 5, 2013 | Tickers: NSM, OCN, WAC

    The mortgage servicing companies are firing on all cylinders, with rising assets, profitability ratios, and stock prices. Their business model is pretty straightforward: collect payments from debtors, remit payments to creditors, and provide administration for any legal or settlement issues. While the industry is dominated by the internal units of the large national banks, more stringent government regulations have forced the banks to sell servicing rights in order to meet more »

  • Cash Flowing with Ocwen Financial

    By Mark Holder - March 29, 2013 | Tickers: NSM, OCN, WAC

    The mortgage servicing business has become a very profitable business since the financial crisis as large banks have sold the rights to smaller, focused firms such as Ocwen Financial (NYSE: OCN). The ongoing trend of banks selling off non-core servicing assets is expected to continue as many large and some regional banks see the servicing of delinquent loans as harmful to the banks consumer franchise--not to mention the fact that more »

  • Billionaire Julian Robertson’s High Upside Potential Picks Include Apple

    By Meena Krishnamsetty - March 24, 2013 | Tickers: AAPL, CBI, DLTR, OCN, SFUN

    We use our database of 13F filings from hedge funds and other notable investors for a variety of purposes. The information in 13Fs can be used to help develop investment strategies; we have found that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year and we think that more techniques are possible as well. Of course, many investors treat more »

  • Ocwen and Nationstar Earnings

    By Austin Higgins - March 13, 2013 | Tickers: BAC, NSM, OCN

    Ocwen Financial Corp (NYSE: OCN) announced their quarterly earnings last week at a solid $0.47 per share. This represents an increase of 67% in adjusted earnings from the same time last year. Unfortunately, they missed Wall Street estimates of $0.50 earnings per share. 

    Ocwen provides loan servicing for mortgages, as well as asset management in the United States and abroad. They manage residential assets and are engaged in more »

  • $4 Billion Hedge Fund Pine River Capital’s Top Stock Picks

    By Meena Krishnamsetty - February 15, 2013 | Tickers: AIG, NLY, CYS, NXY, OCN

    We have been keeping track of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012, which are due this week. 13Fs disclose many of these funds’ long equity positions in U.S. stocks as of the end of the quarter. We compile these holdings in our database and work to develop investment strategies based on the raw data; the most popular small cap stocks more »

  • Apple and More High Upside Potential Stocks from Billionaire Julian Robertson

    By Meena Krishnamsetty - December 21, 2012 | Tickers: AIG, AMAP, OCN, SIRI

    Julian Robertson is a legend in the hedge fund community for his fund’s excellent performance (which made him a billionaire) and for Robertson’s own success in producing “Tiger Cub” hedge fund managers who have gone on to be successful themselves. We have gone through Robertson’s recent 13F filing (see the full list of his stock picks) looking for stocks with a high upside potential. We did this more »

  • Billionaire Julian Robertson’s 5 Favorite Mid Cap Stocks

    By Meena Krishnamsetty - November 22, 2012 | Tickers: CVC, CHTR, OCN, TRIP, VRSN

    Legendary investor Julian Robertson of Tiger Management retired some time ago, but his enormous success running the fund- not to mention his ability to produce several successful “Tiger Cub” managers to carry on his legacy- makes him a good investor to follow. We have already processed Robertson’s 13F filing for the third quarter, a document which discloses many of his long equity positions as of the end of September more »

  • Billionaire Robertson Slashed Banks for Gold in Q3, Should You?

    By Meena Krishnamsetty - November 15, 2012 | Tickers: ABX, CHTR, GS, JPM, OCN

    Julian Robertson is quite the legend in the hedge fund space. Robertson stopped managing money for clients a decade ago, but is still widely followed in the media and his comments attract a lot of attention. Robertson returned 31.7% per year after fees between 1980 and 1998, beating the S&P 500's 12.7% annual return by a huge margin. Robertson has bred many hedge fund managers, dubbed more »

  • The Best Plays to Capitalize on an Improved Housing Market

    By Brian Nichols - October 29, 2012 | Tickers: ELLI, HD, LL, OCN

    The housing market is by no means the strength of the U.S. economy. In fact, it has been the weakest link in the economy. However, in the last few months we have seen some movement in housing prices, along with consumers showing an interest to buy new homes. Most are beginning to believe that this is a sign that the housing collapse has reached its low, and that now more »

  • Hedge Fund Pine River Capital Management is Having a Great Year

    By Meena Krishnamsetty - October 25, 2012 | Tickers: ACAS, BAC, OCN, WFC

    By tracking 13F filings from hedge funds and other notable investors, and then looking at how the prices of the stocks that they owned have changed over the course of a quarter, we can estimate the returns that a fund has earned on the long equities in its portfolio. Of course, a fund can also generate positive or negative returns on the assets it has sold short, but these positions 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 »

  • Billionaire Julian Robertson Looks (Moderately) Bullish Right Now

    By Meena Krishnamsetty - October 25, 2012 | Tickers: AKS, COF, OCN, RYAAY, X

    Billionaire Julian Robertson’s Tiger Management is one of the best-known hedge funds, both for its investing success and for its ability to spawn “Tiger Cubs”- employees of Tiger who have gone on to manage their own successful funds. Robertson has retired, but his investments are still reported in 13F filings (research his recent quarterly reports), and he occasionally comments on the markets in the media. Recently, in an interview more »