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BUY CLNS OR CLNS-I. AND: WANT TO INVEST IN FAT AMERICANS?

June 16, 2017

The Rasmussen Reports daily Presidential Tracking Poll for Friday shows that 50% of Likely U.S. Voters approve of President Trump’s job performance. Fifty percent (50%) disapprove.

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Colony NorthStar has been through some “turmoil” in the recent past but the outlook is stabilizing.  CLNS pays 7.6 % and the Preferred Shares CLNS-I pay 7.1%.  Total return will probably be better long term with the stock CLNS but the preferreds will be ok.

The Company owns healthcare, hospitality and INDUSTRIAL properties.  It is the industrial portion:  distribution centers and warehouses—that we are most interested in ie with the growth in online sales.

(From Quantumonline.com)

BUSINESS:  Colony NorthStar, Inc. is a leading global real estate and investment management firm. The Company resulted from the January 2017 merger between Colony Capital, Inc., NorthStar Asset Management Group Inc. and NorthStar Realty Finance Corp. The Company has significant property holdings in the healthcare, industrial and hospitality sectors, opportunistic equity and debt investments and an embedded institutional and retail investment management business. The Company owns NorthStar Securities, LLC, a captive broker-dealer platform which raises capital in the retail market. The firm maintains principal offices in Los Angeles and New York with more than 500 employees in offices located across 17 cities in ten countries. The Company will elect to be taxed as a REIT for U.S. federal income tax purposes.

Notes:  12/20/16 — Colony NorthStar, Inc. (NYSE:CLNS) today announced the completion of the merger of Colony Capital, Inc. (NYSE: CLNY), NorthStar Asset Management Group Inc. (NYSE: NSAM) and NorthStar Realty Finance Corp. (NYSE: NRF). Colony NorthStar currently has an equity market capitalization of approximately $9 billion and assets under management of $58 billion, managing capital on behalf of its stockholders, institutional and retail investors in private funds and non-traded and traded real estate investment trusts (REIT) and 1940 Act companies. The transaction was originally announced on June 3, 2016 and approved by all three companies’ stockholders at their respective special meetings held on December 20, 2016.

GO TO CORE PORTFOLIO to see current positions.

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Leave it up to investors to find a way of making money off of obesity.  Yes that’s what we said:  super fat Americans.  No we are not going to invest in a fat ETF…altho we think it is a disgrace that people have such low esteem that they allow themselves to get up to 300 and 400 pounds.  Here is a link to the article:

https://seekingalpha.com/article/4081669-investing-obesity-hedging-fitness

Here is a portion of the article:

However, as an investor, long term trends are your friend, and with health, there are only two real outcomes – either people become healthier or they don’t. We should look at ways to capitalize on that.
Last year, Janus Capital (JNS) introduced four health ETFs. These are Janus Obesity ETF (SLIM), Janus Organic ETF (ORG), Janus Long Term Care ETF (OLD) and Janus Fitness and Health ETF (FITS).
I’m looking at SLIM and FITS from a purely long term view of the current obesity trend increasing.

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