NorthStar Realty Finance (NYSE:NRF)

This has been my biggest winner ove the past few years. It should do well until the Fed takes the punchbowl away.

I've been avoiding this whole category, but NRF looks pretty good and it gives me some diversification.

It looks like short term rates will be low for at least the next 2 years. Good management and low short term rates have helped this company turn around. They have increased dividends 5 times now with the recent $.18/sh declaration. I wish I had recommended it when I bought it around $5/sh. It would have improved by CAPS rating :)

It may be time to start think about investing in real estate. (spring 2012) NorthStar is a solid pick to start with.

me

Sound Stock with High Dividend

solid reit, good management

Adjusted book value is twice the current value. Quite a bit of pre 2006 activity done at more reasonable prices.

Longshots and North Stars do abound. Directional fate may lie in 14% div though.

cheap....great dividend plus not as much debt as others in its sector.

Real Estate is coming back into the game.

I am LOVING REIT's right now!

bought @ 3.50 and like the div.

I thought fundementals were OK but is NRF in big trouble now? Is the after market February 26 10-K Financial report a sign of big touble or just an over abundance of caution?

solid balance sheet

High EPS, low P/E, high dividend for this gem

According to internet sources, NRF's Book Value is over $7 a share; it is paying a yield approaching 9% and it modified its financing last September with Wells Fargo to include future distributions to shareholders. January 26, 2010 it got hammered by about 9.5%, mainly due to Fitch withdrawing an NRF asset rating. Do not panic. This is how You Lose and the Pros Win. Remember, when the Large companies can't grow much because World Economies will not improve fast enough, Small companies with good management will be absorbed. NRF has Value, Growth and Take-Over Potential. Stick with it!!

Stock is breaking out. Look for momentum continue in the coming months due to extremely low P/E (even relative to risk at this point, IMO) and high dividend.

Bdil

Protected even if commercial real estate is next shoe to drop. Limited debt exposure. Recent technical break out. Substantial dividend (>9%) provides significant downside protection.