Remember those toxic CDOs? They're finally starting to turn a profit, but banks - desperate to...

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Michael Bryant Comments (3494)
 
I am betting (or hoping) on it.
22 Feb, 01:33 PM Reply Like

getgl Comments (161)
 
Good management, which NCT has proven they have, will manage this opportunity successfully.
22 Feb, 01:36 PM Reply Like

Sid Smallhands Comments (259)
 
Isn't this what the government wants? Take the systematic risk off of the too big to fail banks and distribute it to the private sector?
22 Feb, 04:31 PM Reply Like

rmdonovan Comments (34)
 
What other good companies similar to NCT are in the CDO biz?
22 Feb, 04:37 PM Reply Like

Sid Smallhands Comments (259)
 
NRF. CEO came from Goldman. Has strong relationships in the business.
22 Feb, 04:50 PM Reply Like

Michael Bryant Comments (3494)
 
(NRF) vs. (NCT)
http://yhoo.it/Xv03QI

Not quite the same business, but check out (NSM).
22 Feb, 06:15 PM Reply Like

TBL Comments (2)
 
I actually own shares of both NCT and NRF. I own quite a bit more of NRF as their growing management fees from their non-traded REITs should help provided more stability to their earnings. NCT is especially appealing as a speculation that their Spin-off will create additional value as these type of transactions so ofter do. Also several large insider buys indicate the insiders think there is considerable more value here.
23 Feb, 07:12 AM Reply Like

Heinz Doofenshmirtz Comments (180)
 
Great quick post!
24 Feb, 04:37 PM Reply Like