w*****m
发帖数: 20421 | 1 名菜，NCT怎么样啊，也算是个REIT了，EPS1.7来
今年6月释股从12刀下到5刀啦，是不是有利可图啊 |
S**Y
发帖数: 1710 | |
w*****m
发帖数: 20421 | 3 业绩下降主要是处理垃圾债务，总要有些阵痛的，等业绩上升，
一下又10刀啦，仔细看，债务由3.3B降到1.9B了
【在 S**Y 的大作中提到】
: 业绩下降的不要
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w*****m
发帖数: 20421 | |
m*****i
发帖数: 4342 | 5 NCT had a split, it splited into two different companies NCT and NRZ so in
today's money the stock price should be 5.2 + 5.96 around 11.20.
I don't see NCT/NRZ could increase the dividend significantly in the near
future, so I sold it already, very very nice run.
【在 w*****m 的大作中提到】
: 名菜，NCT怎么样啊，也算是个REIT了，EPS1.7来
: 今年6月释股从12刀下到5刀啦，是不是有利可图啊
|
w*****m
发帖数: 20421 | 6 赞名菜的分析，我说这么便宜，原来是SPIN OFF赚钱的了，
小做一把跑路了
【在 m*****i 的大作中提到】
: NCT had a split, it splited into two different companies NCT and NRZ so in
: today's money the stock price should be 5.2 + 5.96 around 11.20.
: I don't see NCT/NRZ could increase the dividend significantly in the near
: future, so I sold it already, very very nice run.
|
m*****i
发帖数: 4342 | 7 NCT will split into two new companies soon, one with Senier housing/legacy
CDO..., one with media(newspaper if I remember correctly) asset.
I have no idea how to Value the media asset.
【在 m*****i 的大作中提到】
: NCT had a split, it splited into two different companies NCT and NRZ so in
: today's money the stock price should be 5.2 + 5.96 around 11.20.
: I don't see NCT/NRZ could increase the dividend significantly in the near
: future, so I sold it already, very very nice run.
|
w*****m
发帖数: 20421 | 8 还要SPLIT啊，其实算计一下NRZ应该是能赚钱的，SR的一般还要等一段才能好转，
MEDIA这个夕阳产业估计靠撞大运了
【在 m*****i 的大作中提到】
: NCT will split into two new companies soon, one with Senier housing/legacy
: CDO..., one with media(newspaper if I remember correctly) asset.
: I have no idea how to Value the media asset.
|
|
w*****m
发帖数: 20421 | 9 其实这家就是倒腾债务的，如果利率上涨，
倒腾债务的能赚些钱。 |
w*****m
发帖数: 20421 | 10 这里是不是有很多HIDDEN DRAGON啊，我买错了都有人跟着偷偷地买 |
v***0
发帖数: 5096 | 11 spin off 不是跌成这个样子的
【在 w*****m 的大作中提到】
: 名菜，NCT怎么样啊，也算是个REIT了，EPS1.7来
: 今年6月释股从12刀下到5刀啦，是不是有利可图啊
|
