Trinity

The ex-dividend date for RAS is July 9 ($0.18) and the dividend increased about 1 cent per Q for 7 in a roll.
Hopefully, Russell rebalancing as well as removing non-REIT NSAM from REIT funds and ETFs is over now. Not sure when the next NRF common issuance will be. If it happens, it might push NRF down further but it should be good for NSAM.

YMYD

Trinity

NSAM looks good and it breaks the previous high! RAS and NRF is not bad considering the overall market!

Trinity

I adjusted and hold equal weight for NRF and NSAM now. NorthStar Said in Talks for Griffin-American Healthcare but not sure whether they could reach an agreeement or not.
Either way, NRF would like to partially fund by issuring new common shares in near future to expand... It will benefit NSAM as it collects fee from NRF while NRF might be pushed down by the market. Eventually it will also good for NRF as CAD will be further increased if the low interest rate environment last longer.

YMYD

aimei

回复 18# Trinity

老大
你做股票研究好多亚，学习了
非常谢谢你

Trinity

回复 19# aimei

Please do not call me "老大". I am learning from you.

I was sick abot the whipsaw action on NRF and NSAM recently and decided to sit tightly with equal weight on both of them. Hopefully NRF will push above 17 soon.
The best is to push both up at the same time as I also hold a small position of Sept call (prior spin-off with basket of two).

aimei

回复 20# Trinity
great

Trinity

NRF is above 17. please push NSAM above 20 and stay above there!!

Trinity

I am not sure whether the sell-off for NSAM is due to no news from 'Talks for Griffin'. I closed my call last Friday though it might be closed too early. Added a little bit more NSAM.

YMYD

aimei

回复 23# Trinity

ｔｈａｎｋ

Trinity

I will sell the portion brought today if the price is near the previous close price (try to keep equal weight). Otherwise, I just do nothing.

Trinity

I sold the portion at 19.90

aimei

回复 26# Trinity

thanks

Trinity

same daily pattern or something is different today?

Trinity

rate hiking might be sooner than later. I was glad to close my call last Friday and now closed my short term holding but still keep my long term position on both NRF and NSAM with DRIPs until the company lower the dividend payment in the future.
Thanks and I will close this post.

Trinity

回复 29# Trinity

Aimei, thank you for your support as this is my first or second stock mentioned on this board. My long term position obtained at the end of Oct 13 and never touch except auto DRIPs. So far it is better than the one I traded with short term though the past performance would never predict the future. Chart does not look that good now just as early April + the risk from potential rate hike...however, I will give a try to hold as long as I can until the company drops Q dividend. By the way, it might have another spinoff late next year though I am not that sure about this.
YMYD and thanks.