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  • Special Situations Monitor
    $OCN: Today's press release alludes to (1) liquidity issues, (2) distress and (3) potential acctg restatements down the road..
    Mar 2, 5:00 PM
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      • Special Situations Monitor
        Do you know how many RMBS are tied with $OCN?Hundreds. Imagine if just a few more switch.That is the issue, not the 0.07% blah blah blah.
        Feb 28, 1:37 PM
        Reply (5)
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        • hanakookie: Good call again. I don't think the contagion theory is that great of a risk. I don't think Nrz will strip the MSRs from them.
          Mar 1, 1:57 PM
        • Special Situations Monitor: Agreed. What I was pointing out was Wells Trustee switching servicer on 2 RMBS; it can happen in other MSRs; Diff issue than NRZ stripping
          Mar 1, 7:18 PM
          • Special Situations Monitor
            and is that the next $OCN shoe to drop?
            Feb 27, 10:37 AM
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              • Special Situations Monitor
                I think the real question is: Why hasn't $OCN reported earnings or a date? Look at previous years...
                Feb 27, 10:35 AM
                Reply (1)
                • cameron0208: It takes time to cherry pick and fudge numbers! Be patient.
                  Feb 27, 10:38 AM
                  • Special Situations Monitor
                    Activist Fund Starboard Value LP (recent target AOL) filed yesterday disclosing a position in $NVDA..
                    6/13/13
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                      • Special Situations Monitor
                        Starboard Value Fund bt some more $QTM this week. Becoming a significant position for them.
                        4/4/13
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                          • Special Situations Monitor
                            Appaloosa discloses 8.8% posisish in WMIH.
                            2/14/13
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                              • Special Situations Monitor
                                MODL terrible deal - short changes long-term investors and the premium offered is a joke
                                7/5/12
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