Newcastle Investment Corp. (NCT)

pytheian (48.36) Submitted: 5/07/08 11:39 AM : Start Price: $8.35 NCT Score: -48.68

Can this beaten up REIT maintain the dividend? Maybe not:

"We increased cash on hand to approximately $120 million currently, up from $29 million at year-end; reduced recourse borrowings from $1.8 billion to just over $900 million, about half of whi...

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TrueNate (< 20) Submitted: 6/20/07 10:11 PM : Start Price: $22.46 NCT Score: -51.61

Nice increase in dividend.


Healthy company, and healthy returns. Been increasing dividend since 2003.

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flounderuiuc (< 20) Submitted: 12/06/07 4:07 PM : Start Price: $11.13 NCT Score: -47.77

I have listened to their earnings, gone through their portfolio. Even going by the worst case losses on these, I'm finding value here. The yield looks increasingly attractive for the risk/reward profile. I'll take a small position here and keep the s...

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jatherton1 (< 20) Submitted: 12/27/06 11:04 AM : Start Price: $24.92 NCT Score: -55.44

High yield, boomers are seeking yield.

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MarkoPilgrim (< 20) Submitted: 4/04/07 10:21 AM : Start Price: $22.21 NCT Score: -54.53

Well run, minimal sub-prime lending, aquired 1 bil. loans at about 10 cents /dollar. Managemnet buys this stock and does not sell.

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apismellifera (94.66) Submitted: 4/15/07 1:55 PM : Start Price: $23.42 NCT Score: -53.84

Noticed this one after heavy insider buying following a vulture-style repurchase of a $1.7 billion bundle of mortgages (at ten cents on the dollar, I've read). As I write this, the dividend yield alone is 9.8%. It takes a strong stomach to buy anyth...

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MikeYan (38.50) Submitted: 12/08/07 5:50 PM : Start Price: $11.89 NCT Score: -47.22

Unfairly beaten stock during the housing crisis.
This company has a lot of potentials because of the strong management.

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Frenchyx (< 20) Submitted: 2/26/08 11:54 AM : Start Price: $10.03 NCT Score: -50.99

Hard to analyze the quality of their loan portfolio, but consistent dividend payout and insider buying, along with panic selling makes the contrarian in me a "virtual" buyer. Speculative.

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Pekat (< 20) Submitted: 2/19/08 6:17 AM : Start Price: $10.34 NCT Score: -51.86

Appears oversold, strong dividend which although likley to be under pressure is covered to a good extent by good cash reserves.

Not going to be a fast recovery.

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HGPD99 (< 20) Submitted: 12/10/07 3:17 AM : Start Price: $11.89 NCT Score: -47.22

All time low price, all time high yield, commercial property

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