NEW RESIDENTIAL INV WKN: A12DW2 ISIN: US64828T2015 Kürzel: NRZ Forum: Aktien Thema: Hauptdiskussion

Jemand nachgelegt?

Wie gewonnen, so...

The company says it raised about $433M in gross proceeds after the sale of 25M shares, suggesting a price of $17.32. The underwriters have the option to buy another 3.75M shares at this price. NRZ -3.35% premarket to $17.28.

New Residential Investment (NYSE:NRZ) Q3 core EPS of 63 cents beats consensus estimate of 54 cents; compares with 58 cents in Q2. Q3 net interest income $262.7M vs.$272.4M a year ago. During the quarter: Acquired MSRs totaling about $43B unpaid principal balance. Executed clean-up calls on 10 seasoned, non-agency residential mortgage-backed securities deals with aggregate UPB of about $253M. Purchased $900M face value of legacy non-agency RMBS consistent with call-rights strategy. After quarter-end successfully priced first non-QM securitization totaling $310M. NRZ +0.2% in premarket trading.

Kann schon hin kommen, ja. Ist aber halt ein Mortgage REIT, klar das hier ein hoher Risikoabschlag vom Markt eingerechnet wird.

hey kgv von 7 ist das korrekt?? VG

Raymond James analyst Stephen Law initiates coverage of New Residential Investment (NRZ +0.1%)  with an outperform rating, writing that he expects continued attractive ROE and a stable dividend as it manages its existing portfolio and making new investments. His price target of $20 is based on shares trading at 120% of June 2018 book value. Core EPS estimate of $2.26 in 2018 and $2.36 in 2019; expects quarterly dividend to stay at 50 cents per share. Source: Bloomberg First Word. Analyst ratings: strong buys-6; buys-0, holds-0; underperform-0; sells-0; average price target: $19.29. Previously: More on New Residential Q2: Acquires MSRs about $20B UPB for $245M(July 26)

Habe es 2016 gekauft und bin zufrieden. Zur weiteren Information empfehle ich die Seeking Alpha App. Dort ist NRZ das nötige Börsenzeichen.

Ist das zu empfehlen?

Genau genommen sogar zwei, denn am 28.12. ist ExDay, auch wenn das Geld erst im Januar kommt. :-)

Der starke Dollar kommt sehr vorteilhaft gerade. Es gibt ja noch einen Dividenden Termin 2018.

New Residential (NYSE:NRZ) Q2 core EPS 58 cents, beating consensus by 3 cents and unchanged from Q1.

Ist es bei anderen auch zu einer Reklassifizierung von Dividenden für drei Zahltag in 2017 gekommen?

Ein langer und informativer Artikel über NRZ https://seekingalpha.com/article/4168401?source=ansh $NRZ

Q1 core earnings of $195M or $0.58 per share vs. $154M and $0.61 a year ago. Estimates were for $0.55. Dividend is $0.50. Thus far in 2018, company has acquired or agreed to acquire MSR's totaling about $38B in UPB for a purchase price of $364M. To raise liquidity, company priced two fixed rate MSR notes totaling $930M, with average cost of funds of roughly 3.6%. Company executed clean-up calls on 32 seasoned non-agency RMBS deals with total UPB of about $500M; purchased $695M of face-value of non-agency RMBS, brining net equity to about $1.4B.

Kein Ding! :-)