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Northstar Realty Finance
23 сентября, 16:38

NRF. Инвестиция с 12% дивидендной доходностью в $

При снижение ставок падает и доходность на депозитах. Инвесторы ищут некие дивидендные истории, а лучше бы в долларах, (чем выше дивы, тем компания ненадежнее, либо она уперлась в потолок своего развития либо у нее прописано в уставе какой процент от выручки пускать на инвесторов). Так вот пару месяцев назад обрати внимание на фонд REIT NorthStar Realty Finance Corp(NRF) с дивидендной доходностью в 12%. %. Но потом почитал обзоры и статьи по компании, которые оказались очень негативными и забил на эти акции. Недавно снова вспомнил про эту компанию – последние полгода котировки находятся в узком диапазоне, а дивиденд так и остался на уровне 12%. Сегодня хочу познакомить вас с этим фондом REIT.   1 DAY  Дивы компания платит стабильно – не переставала она это делать и во время кризиса. Фин резы у  компании могут показаться спорными, но тем не менее выручка растет, убыток начал сокращаться.  Акционеры фонда солидные. И заметьте крупнейшие акционеры наращивали долю в компании последние кварталы.   Если говорить о фондах REIT в целом, то это очень интересный актив. В США не было зафикисровано ни одного случая банкротсва фонда REIT. В таблице ниже представлен годовой доход по различным классам активам. Как видите доходность REIT в последние годы была одной из самых высоких среди основных активов.  В общем актив интересный. Советую всем присмотреться. 

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01 июня, 15:41

NorthStar Realty Finance stock price target cut to $12.75 from $18.00 at FBR & Co.

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news.

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01 июня, 15:41

NorthStar Realty Finance downgraded to market perform from outperform at FBR & Co.

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news.

10 мая, 15:40

Northstar Asset Management (NSAM) Jumps: Stock Rises 7.5%

Northstar Asset Management Group Inc. (NSAM) saw its shares rise above 7% in the last trading session.

09 мая, 15:50

REIT Stocks Q1 Earnings to Watch on May 10: HTS, HPT, NRF

Most of the real estate investment trusts have already reported their earnings for the Jan-Mar quarter. Let's see how things are shaping up for those that are scheduled to release results on May 10.

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21 марта, 12:38

A Different and Longer List for Dividend Cuts Than a Year Ago

We're delaying our weekly look at the S&P 500's performance in the previous week by a day because sometime later today, we'll get our first look at what the expectations for dividends are for the first quarter of 2017. So as we're stalling for time, we thought it might be interesting to update our chart showing the cumulative number of U.S. firms that have announced ordinary dividend cuts during the current quarter of 2016-Q1 through Friday, 18 March 2016, which we'll compare to the year ago quarter of 2015-Q1. Since the last time we updated this chart at the beginning of March 2016, we see that U.S. firms in 2016-Q1 continue to be following a more distressful path than did U.S. firms in 2015-Q1, which itself was the worst quarter for dividend cuts in all of 2015. Moreover, we see that the main difference between the quarters has set in since Day 50 (19 February 2016) of the current quarter. We thought it might be interesting to see which firms have announced dividend cuts in the past month - our results are presented in the table below. Publicly Traded U.S. Companies Cutting Dividends Since 19 February 2016 Date Company Symbol Old Dividends per Share New Dividends per Share Percent Change 19-Feb-2016 Yamana Gold AUY $0.01500 $0.00500 -66.7% 19-Feb-2016 GAMCO Investors CL A GBL $0.07000 $0.02000 -71.4% 22-Feb-2016 Cross Timbers Royalty Trust CRT $0.16870 $0.07202 -57.3% 22-Feb-2016 Enduro Royalty Trust NDRO $0.02984 $0.02431 -18.5% 22-Feb-2016 Magic Software MGIC $0.09500 $0.09000 -5.3% 22-Feb-2016 Enerplus Corp ERF $0.03000 $0.01000 -66.7% 22-Feb-2016 First Potomac Realty Trust FPO $0.60000 $0.40000 -33.3% 22-Feb-2016 Mesa Royalty Trust MTR $0.04607 $0.02375 -48.4% 23-Feb-2016 Cimarex Energy XEC $0.10600 $0.08000 -24.5% 23-Feb-2016 Extended Stay America STAY $0.19000 $0.17000 -10.5% 24-Feb-2016 Tronox TROX $0.25000 $0.04500 -82.0% 25-Feb-2016 Newtek Business Services NEWT $0.40000 $0.35000 -12.5% 25-Feb-2016 Northstar Realty Finance Corp NRF $0.75000 $0.40000 -46.7% 25-Feb-2016 Gulf Island Fabrication GIFI $0.10000 $0.01000 -90.0% 25-Feb-2016 PHX Energy Services PHXHF $0.00700 $0.00000 -100.0% 26-Feb-2016 Acacia Research ACTG $0.12500 $0.00000 -100.0% 29-Feb-2016 Gramercy Property Trust GPT $0.12850 $0.11000 -13.7% 29-Feb-2016 NRG Energy NRG $0.14500 $0.03000 -79.3% 29-Feb-2016 Range Resources RRC $0.04000 $0.02000 -50.0% 29-Feb-2016 Golar LNG GLNG $0.45000 $0.05000 -88.9% 1-Mar-2016 Tesco TESO $0.05800 $0.00000 -100.0% 1-Mar-2016 Global Ship Lease GSL $0.10000 $0.00000 -100.0% 1-Mar-2016 CONSOL Energy CNX $0.01000 $0.00000 -100.0% 3-Mar-2016 BAB BABB $0.03000 $0.01000 -66.7% 3-Mar-2016 Ampco-Pittsburgh AP $0.18000 $0.09000 -50.0% 11-Mar-2016 Equity Residential EQR $0.55250 $0.50375 -8.8% 11-Mar-2016 Federal Agricultural Mortgage Corporation AGM-A $0.36720 $0.26000 -29.2% 15-Mar-2016 Elmer Bancorp ELMA $0.33000 $0.30000 -9.1% 15-Mar-2016 Two Harbors Investment TWO $0.26000 $0.23000 -11.5% 15-Mar-2016 OHA Investment OHAI $0.12000 $0.06000 -50.0% 16-Mar-2016 Conrad Industries CNRD $0.25000 $0.10000 -60.0% 16-Mar-2016 OCI Partners OCIP $0.41000 $0.32000 -22.0% 17-Mar-2016 Dynex Capital DX $0.24000 $0.21000 -12.5% Sharp eyed readers comparing this listing to our previous version will note that we have adjusted the size of the dividend cut shown for Gramercy Property Trust (NYSE: GPT), as we later found that the amount of the firm's previously reported dividend cut was really an artifact of its reverse merger with Chamber Street Properties (NYSE: CSG), which affected the number of outstanding shares. Looking over the list of 33 dividend cutting firms, we find that 9 are in the oil industry (27.3%), 6 are Real Estate Investment Trusts (18.2%) and 5 are in the finance sector (15.2%), which together account for nearly 61% of all dividend cuts that we have been able to identify from our news sources in the month since 19 February 2016. Of the remainder, 3 are mining firms (9.1%), there are 2 each for technology, shipping, and manufacturing firms (18.3%) and 1 each for the hotel, chemical, utility, and restaurant industries. By comparison, our news sources identify 22 firms that announced they would reduce their dividends between 19 February 2015 and 18 March 2015. Of these dividend cutting firms from a year ago, 10 were in the oil and gas industry (45.5%), 4 were in the finance sector (18.2) and 3 were REITs (13.6%). There were 1 each for firms representing the technology, shipping, mining, aerospace, and materials industries. It's quite a different, and longer, list. Data SourcesSeeking Alpha Market Currents Dividend News. [Online Database]. Accessed 18 March 2016. Wall Street Journal. Dividend Declarations. [Online Database]. Accessed 18 March 2016. NotesSome readers have remarked that our previous listings of firms that have announced dividend cuts include firms that pay variable distributions rather than set dividends. To be honest, that's a distinction without much of a meaningful difference where dividend cut announcements are involved. When times are good, such firms automatically distribute increasing dividend payments to their shareholders and when times are bad, they automatically reduce those payments. They are simply more responsive to the economic conditions that exist in their markets. As such, since dividends are the primary fundamental driver of stock prices, the stock prices of these firms will tend to be more volatile than firms that more firmly fix the expectations for their future dividend payments. That factor is a big reason for the relative stability of U.S. stock prices as compared to Chinese stock prices. Chinese firms tend to set their dividend payments as a simple percentage of their earnings, while U.S. firms tend to set them independently of their earnings. Which is why U.S. stock market earnings can crash without necessarily taking stock prices down with them as would seem to be predicted by such metrics as Shiller's CAPE Ratio. China's government-directed financial institutions could have spent a heck of a lot less money to prop up that nation's stock markets by simply having Chinese firms set their dividends independently of their earnings and underwriting those payments to investors instead of the outright stock purchases they chose to make instead.

01 марта, 13:17

Sampling Dividend Cuts in February 2016

While we're waiting for S&P's official tally of all the dividend cut declarations made in February 2016, which should be posted sometime later today, we thought we'd get a jump on what to expect by extracting a sample of the dividend cuts that our primary sources for real-time dividend cut announcements recorded during February 2016 to get a sense of that report is likely to indicate. The picture isn't good - the pace of dividend cuts during the current quarter of 2016-Q1 has now exceeded the level seen at this same point of time a year earlier. What makes this especially bad news is that year ago quarter, 2015-Q1, was the worst quarter for dividend cuts in all of 2015. The table below summarizes the data we've collected on the individual dividend cuts that we were able to sample throughout February 2016. The link for the company name will take you to the respective announcement or declaration, while clicking the stock ticker symbol will take you to the company's latest stock price quotes. Sampling of February 2016 Dividend Cut Announcements and Declarations Date Company (Ticker) Old Dividend per Share New Dividend per Share Percent Change 1 Feb 2016 PDL BioPharma (NASDAQ: PDLI) $0.15 $0.05 -66.7% 2 Feb 2016 Twin Disc (NASDAQ: TWIN) $0.09 $0.00 -100.0% 2 Feb 2016 Rent-A-Center (NYSE: RCII) $0.24 $0.08 -66.7% 3 Feb 2016 Apollo Global Management (NYSE: APO) $0.35 $0.28 -20.0% 3 Feb 2016 ECA Marcellus Trust I (NYSE: ECT) $0.07 $0.07 -8.3% 3 Feb 2016 Northern Tier Energy (NYSE: NTI) $1.04 $0.38 -63.5% 4 Feb 2016 ConocoPhillips (NYSE: COP) $0.74 $0.25 -66.2% 4 Feb 2016 Chesapeake Granite Wash Trust (NYSE: CHKR) $0.32 $0.22 -32.1% 4 Feb 2016 Symantec (NASDAQ: SYMC) $0.15 $0.08 -50.0% 4 Feb 2016 Sabine Royalty Trust (NYSE: SBR) $0.28 $0.13 -51.6% 5 Feb 2016 Ardmore Shipping Corporation (NYSE: ASC) $0.31 $0.13 -58.1% 8 Feb 2016 Bristow (NYSE: BRS) $0.34 $0.07 -79.4% 9 Feb 2016 Anadarko Petroleum (NYSE: APC) $0.27 $0.05 -81.5% 10 Feb 2016 Alon USA Partners (NYSE: ALDW) $0.98 $0.08 -91.8% 11 Feb 2016 Precision Drilling (NYSE: PDS) $0.07 $0.00 -100.0% 11 Feb 2016 Carlyle Group (NYSE: CG) $0.56 $0.29 -48.2% 11 Feb 2016 Energen (NYSE: EGN) $0.02 $0.00 -100.0% 12 Feb 2016 KKR (NYSE: KKR) $0.35 $0.16 -54.3% 16 Feb 2016 Devon Energy (NYSE: DVN) $0.24 $0.06 -75.0% 17 Feb 2016 Ingram Micro (NYSE: IM) $0.10 $0.00 -100.0% 17 Feb 2016 Rentech Nitrogen Partners (NYSE: RNF) $0.25 $0.10 -60.0% 18 Feb 2016 CVR Partners (NYSE: UAN) $0.39 $0.27 -30.8% 19 Feb 2016 Yamana Gold (NYSE: AUY) $0.02 $0.01 -66.7% 19 Feb 2016 GAMCO Investors CL A (NYSE: GBL) $0.07 $0.02 -71.4% 22 Feb 2016 Cross Timbers Royalty Trust (NYSE: CRT) $0.17 $0.07 -57.3% 22 Feb 2016 Enduro Royalty Trust (NYSE: NDRO) $0.03 $0.02 -18.5% 22 Feb 2016 Magic Software (NASDAQ: MGIC) $0.10 $0.09 -5.3% 22 Feb 2016 Enerplus Corp (NYSE: ERF) $0.03 $0.01 -66.7% 22 Feb 2016 First Potomac Realty Trust (NYSE: FPO) $0.60 $0.40 -33.3% 22 Feb 2016 Mesa Royalty Trust (NYSE: MTR) $0.05 $0.02 -48.4% 23 Feb 2016 Cimarex Energy (NYSE: XEC) $0.11 $0.08 -24.5% 23 Feb 2016 Extended Stay America (NYSE: STAY) $0.19 $0.17 -10.5% 24 Feb 2016 Tronox (NYSE: TROX) $0.25 $0.05 -82.0% 25 Feb 2016 Newtek Business Services (NASDAQ: NEWT) $0.40 $0.35 -12.5% 25 Feb 2016 Northstar Realty Finance Corp (NYSE: NRF) $0.75 $0.40 -46.7% 25 Feb 2016 Gulf Island Fabrication (NYSE: GIFI) $0.10 $0.01 -90.0% 25 Feb 2016 PHX Energy Services (NYSE: PHXHF) $0.01 $0.00 -100.0% 26 Feb 2016 Acacia Research (NASDAQ: ACTG) $0.13 $0.00 -100.0% 29 Feb 2016 Gramercy Property Trust (NYSE: GPT) $0.18 $0.11 -40.2% 29 Feb 2016 NRG Energy (NYSE: NRG) $0.15 $0.03 -79.3% 29 Feb 2016 Range Resources (NYSE: RRC) $0.04 $0.02 -50.0% 29 Feb 2016 Golar LNG (NASDAQ: GLNG) $0.45 $0.05 -88.9% In the table above, there are 42 dividend cut declarations or announcements listed, where the 19 shaded rows indicate firms that directly produce oil and gas products. Unlike January 2016, when we counted 18 oil and gas-producing firms out of a total of 22 dividend cutting firms in our sample for that month, February's dividend cut announcements represent a growing dispersion of distress within the overall U.S. economy. The chart below illustrates the number of dividend cuts by industrial sector in our sample for February 2016. It's a good thing that even during a leap year, February is the shortest month of the year. It was a month in which dividend cuts were recorded on every single day that the markets were open.

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22 января, 17:34

Hedge fund urges NorthStar Asset, NorthStar Realty to recombine

(Reuters) - An activist hedge fund urged NorthStar Asset Management Group Inc, which is exploring strategic options, to consider folding back into former parent NorthStar Realty Finance Corp to...

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15 января, 22:12

Northstar Realty Finance Is A Value Trap Worth Avoiding

Investors beware: Don't get dazzled by this company 15 percent yield.

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28 июня 2015, 13:00

BDCs and mREITs: 94 Ways to Play Low Interest Rates

With interest rates hovering near zero, investors must diversify accordingly. Two sectors worth exploring? Business development companies (BDCs) and mortgage real estate investment trusts (mREITs).

13 мая 2015, 01:21

JLL to Boost Retail Brokerage Business on Wilson Retail Buy - Analyst Blog

JLL has acquired the retail brokerage firm Wilson Retail Group in Southern California for an undisclosed sum. The move is expected to boost the company's retail business.

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07 августа 2014, 16:31

More on Northstar Realty results

Q2 cash available for distribution of $103.8M or $0.58 per share. Dividend is $0.50.Spinoff of NorthStar Asset Management completed during quarter. Subsequent to quarter's end, agreement inked to purchase Griffin-American Healthcare REIT for $4B. Excluding Griffin deal, $3.3B committed to investments YTD.Conference call at 9 ETNRF flat premarketPreviously: Northstar Realty Finance CAD of $0.58 beats by $0.01 Post your comment!

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07 августа 2014, 03:28

Northstar Realty Finance declares $0.50 dividend

Northstar Realty Finance (NYSE:NRF) declares $0.50/share quarterly dividend, in line with previous.Forward yield 11.49%Payable Aug. 22; for shareholders of record Aug. 18; ex-div Aug. 14. Post your comment!