Ocwen Financial Corporation (OCN)

I will have more after going through the release. My preliminary read on the Ocwen (OCN) conference call is that it continues to be an investment buy. I am keeping the name on my Best Ideas list. Ocwen is a recent Kass Katch.  I will have more after...

I bought more shares, but I have little conviction until I hear the conference call. I picked at Ocwen (OCN) at $35-$35.50 in premarket trading and on the opening, but with little conviction until the 11:00 a.m. EDT conference call.

More to come. Ocwen (OCN) has a big miss to expectations.   I am in the process of going through the release.

Specifically, GM, Ocwen and Monitise. General Motors (GM), Ocwen (OCN) and Monitise (MONI.L/MONIF) are all getting jiggy today.

This weekend's interview was one of the best and contains some good long-term investing ideas both long and short. My roots run deep with Barron's -- indeed, you might say I bleed Barron's blue. At 15 years of age I began to read Barron's, coinciden...

So far. I have added to my longs in Bon-Ton Stores (BONT), General Motors (GM), Ford (F), Ocwen (OCN) and Monitise (MONI.L/MONIF) today. I covered my PowerShares QQQ (QQQ) short.

The call went well, and I expect Ocwen shares to respond positively. The Altisource Portfolio Solutions (ASPS) conference call went well. As it relates to Ocwen (OCN), there were many questions on Lawsky's probe, and I believe the company did a good...

The call could have an impact on Ocwen. Altisource Portfolio Solutions (ASPS) has an 11:00 a.m. EDT earnings call today, which could have bearing on our Ocwen (OCN) position. The call-in number is 760-666-3775 and the conference number is 19621094. ...

I bought more shares at $37.80. I added to Ocwen (OCN) at $37.80 today. Here is my Kass Katch column on the company.

Shares traded lower on the news. Benjamin Lawsky, the Superintendent of the New York Department of Financial Services has ramped up the probe of Ocwen (OCN), it was learned yesterday. At the core of the probe is that, according to Lawskym, "Hubzu ap...

The company has accused an affiliate of 'self-dealing.' On Reuters: "• New York banking regulator accuses Ocwen Financial (OCN) affiliate of potential 'self-dealing.' "• New York regulator-Altisource Portfolio's (ASPS) Hubzu unit may charge higher f...

Looking at a few while stuck in EWR. I am bidding for more Ocwen (OCN) at $39, Bon-Ton Stores (BONT) at $10.50 and Northwest Bancshares (NWBI) at $14.50, Baxter (BAX) is bid well and now well above my $73.40 limit. Some other of my holdings like P&G...

Our selective long book is doing well. Selectivity is paying off. Our long book is doing well in a down tape, including Ocwen (OCN, our newest Kass Katch), Baxter (BAX), Bon-Ton (BONT), Potash (POT), Citigroup (C), Northwest Bancshares (NWBI) and Ge...

My suggestion is $38.50 or lower. I just hate it when a new idea runs like Ocwen (OCN) has today. Under no situation would I chase this investment at current prices. I would wait for $38.50 or lower to buy this name back.

It could be the next Ocwen Financial. I have been a longtime follower and admirer and sometime owner of Ocwen Financial (OCN). In 2009-2010 I purchased Ocwen around $10 a share and its spinoff, Altisource Portfolio Solutions (ASPS), at approximately...

Dear CNBC, let's bury the hatchet so that I can pay tribute to Larry Kudlow on the last episode of 'The Kudlow Report.'

Dear CNBC, let's bury the hatchet so that I can pay tribute to Larry Kudlow on the last episode of 'The Kudlow Report.' "The medium is the message. This is merely to say that the personal and social consequences of any medium -- that is, of any exte...

Run, don't walk, to watch Kyle Bass on CNBC. Kyle Bass makes bullish comments on Nationstar (NSM) and General Motors (GM) on CNBC now. Bass expects GM to trade in the high $40s or even the low $50s in 12 months or so. I agree. His comments on Nation...

New York banking regulators are now targeting Nationstar. Break in: New York banking regulators have announced that they are now targeting Nationstar (NSM) in the mortgage-servicing business. First Ocwen (OCN), now Nationstar. Three developing probl...

KBW downgrades Ocwen. Ocwen Financial (OCN) is downgraded -- price target goes from $57 to $43 -- at Keefe, Bruyette & Woods this morning.

Courtesy of UBS. The Ocwen (OCN) earnings call went well. Courtesy of UBS, below are the notes: Making the investments required to continuously improve servicing quality. Confident that modifications of net present value are positive to investors. S...

I am still watching from the sidelines. We are working cooperatively with the New York Department of Financial Services to address its concerns that led to an indefinite hold on our transaction with Wells Fargo. Longer-term we believe developments r...

Given the newsy manner in which it trades, the entry point might be sooner than later. By my calculation, the present value of Ocwen's (OCN) current book of business (servicing of subprime mortgages) is currently between $45-$50 a share. This means,...

I remain on the sidelines.  Break in: Ocwen's (OCN) shares fall quickly (and reverse a $1 gain) after The New York Times reports that New York state's top banking regulator has concerns regarding potential conflicts of interest between Ocwen and its...

Citigroup raises Ocwen (OCN) to a buy this morning.