Top 5 Logistics Companies To Own For 2015

Top 5 Logistics Companies To Own For 2015: Newcastle Investment Corp (NCT)

Newcastle Investment Corp. (Newcastle) is a real estate investment and finance company. Newcastle invests in, and actively manages, a portfolio of, real estate securities, loans, excess mortgage servicing rights (MSRs) and other real estate related assets. The Company segments include unlevered CDOs, which include unlevered investments in deconsolidated Newcastle CDO debt; unlevered excess MSRs; non-recourse other, which includes investments financed with other non-recourse debt; recourse, which includes investments and debt repurchases financed with recourse debt; unlevered other, which includes other unlevered investments, and corporate. In April 2011, Newcastle sold its retained interests in Newcastle CDO VII, a non-consolidated VIE of Newcastle. On May 15, 2013, the Company announced the spin-off of New Residential Investment Corp. In June 2013, Newcastle Investment Corp completed the sale of 100% of the assets in Newcastle CDO IV.

Real Estate Securities

Newcastle underwrite, acquire and manage a portfolio of credit sensitive real estate securities, including commercial mortgage backed securities (CMBS), senior unsecured real estate investment trust (REIT) debt issued by REITs, real estate related asset backed securities (ABS), including subprime securities, and Federal National Mortgage Association (FNMA)/ Federal Home Loan Mortgage Corp. (FHLMC) securities. As of December 31, 2011, the Companys real estate securities represented 47.4% of its assets.

Real Estate Related Loans

Newcastle acquires and originates loans to real estate owners, including B-notes, mezzanine loans, corporate bank loans, and whole loans. As of December 31, 2011, the Companys real estate related loans represented 22.3% of its assets.

Residential Mortgage Loans

Newcastle acquires residential mortgage loans, including manufactured housing loans and subprime mortgage! loans. As of Decem ber 31, 2011, the Companys residential mortgage loans represented 9.1% of its assets.

Operating Real Estate

Newcastle acquires and manages direct and indirect interests in operating real estate. As of December 31, 2011, the Companys operating real estate represented 0.9% of its assets.

Excess Mortgage Servicing Rights

Newcastle invested in excess MSRs in December 2011. As of December 31, 2011, the Companys interests in these rights represented 12% of its assets.

Advisors' Opinion:

• [By Amanda Alix]

  This turn of events worked in favor of Fortress Investment Group's (NYSE: FIG  ) portfolio, which held the former Centex Corp, the subprime mortgage lending unit of a Texas homebuilder. That company is now Nationstar, which is definitely doing its fair share to add to its parent's bottom line. Also owned by Fortress is Newcastle Investment (NYSE: NCT  ) , the diversified REIT with an involvement in almost anything to do with real estate, whether residential or commercial.

• [By Matt Koppenheffer and David Hanson]

  After an incredible run-up this year, the broader market trend was downward this week, to the tune of 1.6%, but some of the stocks out there were hit particularly hard. In this video, Motley Fool financial analysts Matt Koppenheffer and David Hanson take a look at what was behind three big dives this week:National Bank of Greece (NYSE: NBG  ) ,Newcastle Investment (NYSE: NCT  ) , andAmerican Capital Mortgage Investment (NASDAQ: MTGE  ) .

source from Top Penny Stocks For 2015:http://www.seekpennystocks.com/top-5-logistics-companies-to-own-for-2015.html