russellb73

russellb73
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  • New Residential steps in with $200M repurchase plan  [View news story]
    wow...can't believe how cheap nrz is...expect next earnings report to be stellar. Can't explain stocks rxn. to good news like this. think nrz is mistaken for normal reit..it will do terrific as rates eventually rise.
    Jan 19, 2016. 12:28 PM | 1 Like Like |Link to Comment
  • Building A $100,000 High-Yield Income Portfolio From Scratch: Doubling Down On New Residential Investment  [View article]
    my action is to buy after fed...stock will do well I think if fed raises rates (read other articles about nrz and affect of rate rise). if no rate increase still does well with current portfolio. Really seems like indiscriminate selling today...think as long as not full blown recession nrz does well
    Dec 11, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • New Residential: Buy The Correction  [View article]
    seems appropriate to exclude one time HLSS acquisition. if you do then earnings beat
    Oct 28, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • The No. 1 Stock In The World - Part 2  [View article]
    I would be worried about interest rate risk long term for STAG but was wondering about what some of the intelligent DGI growth investors thought about NRZ. NRZ is hedged somewhat to rising interest rates. If anyone has time really like to here some comments on NRZ vs. STAG. To me NRZ seems to have much better financials.
    Sep 13, 2015. 06:41 AM | Likes Like |Link to Comment
  • The No. 1 Stock In The World - Part 2  [View article]
    IF you are concerned about rates rising I suggest hedging your REITS with NRZ....its a REIT with some twists. NRZ will very likely do very well if interest rates rise. It is my favorite stock right now and I am totally biased but please do your own research and put a post back if you find a reason against purchasing NRZ. It is a complicated stock and I think a lot of people don't buy it because they don't understand it. Comparing to STAG it seems to me the financials are MUCH better for NRZ.
    Sep 13, 2015. 06:34 AM | Likes Like |Link to Comment
  • New Residential Investment declares $0.38 dividend  [View news story]
    Merry xmas from NRZ!!! Been very happy with my investment so far....only REIT I know of that is hedged somewhat from rising rates...and I can wait with 11% dividend!
    Dec 18, 2014. 10:51 PM | 2 Likes Like |Link to Comment
  • Why I Just Bought Shares Of This High-Dividend Energy Stock  [View article]
    Hey RAnder3446... I have SDRL and ESV. I would caution you about SDRL's debt and not as strong financial position. I believe like many there is a real possibility of a dividend cut to SDRL...I HOPE that this is already priced into SDRL's stock. I like ESV much more at this point, dividend is much more covered by cash flow than SDRL.
    Oct 30, 2014. 07:12 PM | Likes Like |Link to Comment
  • Why I Just Bought Shares Of This High-Dividend Energy Stock  [View article]
    Today's earnings was a nice surprise...I am very positive on the stock but was surprised how good they did.
    Oct 30, 2014. 12:46 AM | Likes Like |Link to Comment
  • Ensco beats by $0.26, beats on revenue  [View news story]
    glad I bought more yesterday...
    Oct 30, 2014. 12:45 AM | Likes Like |Link to Comment
  • Why I Just Bought Shares Of This High-Dividend Energy Stock  [View article]
    I just bought a bunch of ESV....strong balance sheet, dragged down by being in an unloved sector, impressive growing dividend, dividend is well covered by cash flow, fleet is arguably the newest/best besides SDRL (which may have too much debt). I am hard pressed to come up with a reason not to buy ESV.
    Oct 27, 2014. 01:02 PM | Likes Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin  [View article]
    optionsgirl I don't agree. Why shameful? Special dividend is excellent...not sure about ex-date but expect management to follow through and at some point it will happen. Stock is somewhat hedged against interest rate rising, growing earnings....I don't really have any concerns about NRZ at this moment. Just need the market to start paying attention. Until the market does I will be happy with my >10% dividend.
    Aug 7, 2014. 08:34 PM | Likes Like |Link to Comment
  • NRZ, 30% Upside On Raised Dividend  [View article]
    been enjoying the dividend but still waiting on capital appreciation. Over the long run this should go much higher....a yield of +11%, a p/e of about 5....this will go higher if they just maintain current performance.
    Jul 6, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • NADL - Seadrill and North Atlantic Drilling announce Investment and Co-operation Agreement with Rosneft to partner in Russian market 
    Wow...glad I added to my SDRL position recently, sold some puts too!! SDRL is such a good company with most modern fleet didn't really buy the recent doom and gloom. This deal is through at least "2022"...this makes SDRL a long term winner. Great news!
    May 26, 2014. 06:35 AM | 1 Like Like
  • My Best Idea For 2014: Newcastle Investment, An 'Aging' REIT  [View article]
    Thank you...

    Found that other article saying that NRZ should increase in value as rates rise.....your comments seem more accurate.

    http://seekingalpha.co...
    Dec 26, 2013. 01:44 PM | Likes Like |Link to Comment
  • My Best Idea For 2014: Newcastle Investment, An 'Aging' REIT  [View article]
    I read recently in another seeking alpha article that NRZ is hedged against rising interest rates...anyone care to explain how they are hedged? I am thinking about adding a lot more to existing position.

    Disclosure: Long NCT and NRZ
    Dec 26, 2013. 11:36 AM | Likes Like |Link to Comment
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