$3.49 0.07 (+2.05%)
11/25/2009 4:00 PM

Northstar Realty Finance Corp. (NRF)

CAPS Rating: 4 out of 5

An internally-managed real estate finance company, which focuses on originating and acquiring real estate debt, real estate securities and net lease properties.

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Member Avatar SammyJ826 (90.81) Submitted: 11/16/2009 4:04:51 PM : Outperform Start Price: $3.48 NRF Score: -0.13

Holy dividend batman! Great P/E ratio and I really think the worst is behind them. Real estate is slowly coming back up and while management pay is high, management is quite apt. Bullish on this quite long term, targeting $7-$10.

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Member Avatar Distressedstar (29.86) Submitted: 11/10/2009 9:30:45 PM : Outperform Start Price: $3.34 NRF Score: +3.52

.5

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Member Avatar wbontrager (60.13) Submitted: 10/30/2009 7:45:14 PM : Outperform Start Price: $3.48 NRF Score: -6.61

Getting undervalued real estate will pay off soon enough.

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Member Avatar msjburgess (< 20) Submitted: 10/22/2009 8:50:18 AM : Outperform Start Price: $3.49 NRF Score: -2.87

Mainly depends on their exposure to commercial property in areas where job losses have been the greatest, and if they can avoid foreclosure losses people will flock to this for the div, but do not expect the '07 highs. Closer to the $8 range.

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Member Avatar Popnfresh100 (91.51) Submitted: 10/17/2009 6:53:03 PM : Outperform Start Price: $3.40 NRF Score: +0.53

Piotrosky

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Member Avatar matthuwiler (< 20) Submitted: 10/9/2009 11:04:59 PM : Outperform Start Price: $3.44 NRF Score: -1.87

The only reasonable negative comment I’ve heard so far about NRF is about Hamamoto’s compensation ($3.15m). Other than that… The financials strong, they are paying down debt, the company is very well managed, large internal ownership, excellent dividends (including one due to come out this month I believe), and it’s price has been beaten down to a nub.

From Q1 2009 Earnings Call Transcript: "With the strength of our balance sheet and diversity of our real estate investment platform creates opportunities to prospectively make outstanding investments that generate exceptional returns." I believe Hamamoto is not only right about that statement, but that NRF is very unique in its class in this regard.

Personally, I’m adding this to my ROTH IRA. At this price it seems foolish (lowercase) not to. There’s no doubt in my mind that this is a long term winner. At 3.50 a share and the prospect of dividends returning to their normal .36/quarter in a tax sheltered account... it’s too sweet of a deal to pass up.

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Member Avatar SwingCorey (55.52) Submitted: 10/9/2009 2:23:44 PM : Underperform Start Price: $3.38 NRF Score: +1.02

anything in realty and/or finance is an accident waiting to happen. Being $2B in debt is not good either. (The book value of 18.15 vs. stock price of 3.49 is mathemagical - if they can't sell their assets, their book value may as well be zero!)

It might be bought up by someone, but not before the value drops further.

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Member Avatar goldminingXpert (99.97) Submitted: 10/7/2009 2:36:18 PM : Underperform Start Price: $3.31 NRF Score: +0.38

The first of many reloads as this is a short to zero.

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Member Avatar jsbalaban (75.89) Submitted: 10/5/2009 11:52:39 AM : Outperform Start Price: $3.40 NRF Score: -4.87

NRF might be the best play in REIT's at the moment. Unlike most of the others, book value over the past 4 years or so has be going up(Not taking into account current mark/market valuation), they have a nice cash balance and sufficient assets to take advantage of distressed opportunities, and they have heavy insider ownership. The CEO hasn't sold a single share. My only qualm is Hammomoto's salary- 3.5m. IMO, in this environment, he should slash his salary by at least 2/3rds in support of shareholder interests. If he did that, his large stake in the company would have more meaning. Regardless, from a balance sheet and business plan perspective, NRF is the best play going. On the next run up in the real estate markets, based on NRF's continually growing book value, look for them to make new all time highs. When that'll come is anyones guess, but I'd say 5-7 years would be a reasonable time frame.

JBB, M.D.

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Member Avatar jimera01 (< 20) Submitted: 10/4/2009 4:37:53 PM : Outperform Start Price: $3.38 NRF Score: -5.00

Commercial Reit.

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Member Avatar kevinsteeves (49.14) Submitted: 10/2/2009 1:05:30 PM : Outperform Start Price: $3.37 NRF Score: -4.71

Because it is a "realty" stock, market is unncessarily punishing it.

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Member Avatar gsm2323 (< 20) Submitted: 9/28/2009 9:55:56 AM : Outperform Start Price: $3.50 NRF Score: -5.42

Although there is risk associated with this type of company, in the mid-term I believe this stock will perform well.

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Member Avatar Tomcat1066 (48.38) Submitted: 9/27/2009 10:06:35 AM : Outperform Start Price: $3.40 NRF Score: -3.58

This stock is incredibly undervalued. The P/E and P/B ratios are extremely attractive. Right now, it's taking a hit because of the anxiety generated by real estate and financial situations, but that will change in due course and this one will shoot up.

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Member Avatar WPThatcher (55.68) Submitted: 9/24/2009 5:31:40 PM : Outperform Start Price: $3.41 NRF Score: -3.94

Low price to book and price to operating cash flow.

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Member Avatar tpsrpt (20.22) Submitted: 9/24/2009 3:43:06 PM : Outperform Start Price: $3.40 NRF Score: -3.52

Adding a little diversification to my portfolio. Hopefully, NRF made some sound investment decisions and will benefit in the economic and real estate rebound.

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Member Avatar beave35 (30.20) Submitted: 9/24/2009 10:40:55 AM : Outperform Start Price: $3.54 NRF Score: -6.83

Hoping for a real estate bounce but will enjoy the healthy dividend in the mean time.

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Member Avatar dracko19 (93.45) Submitted: 9/24/2009 10:14:22 AM : Outperform Start Price: $3.55 NRF Score: -6.78

REIT. I am not a fan of REIT's typically especially due to the real estate crash, but this stock has held up great. Portfolio looks solid and returns continue to climb. Fundementals and numbers look solid. Div yield is strong and looks to continue.

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Member Avatar BlueChecker (25.86) Submitted: 9/23/2009 5:32:27 PM : Outperform Start Price: $3.55 NRF Score: -6.78

why not?

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Member Avatar dpid (< 20) Submitted: 9/15/2009 12:50:42 AM : Outperform Start Price: $3.36 NRF Score: -2.29

div>3%, profit margin>10%, p/e no more than 5, p/book no more than 5, p/sales no more than 20

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Member Avatar aordinaryguy (62.98) Submitted: 9/10/2009 6:59:56 PM : Outperform Start Price: $2.77 NRF Score: +5.65

This will be a short term loser due to sector dowturn & my score is sure to take a hit, but long term I believe it"s a solid prospect.
Plus a substantial dividend.

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