Mastercard has room to grow as consumers come back to credit

Welcome to John Ransom’s Stocks in the News where the headlines meet the trendlines:

Stock number one: NorthStar Realty Finance.

And the headline says: NorthStar Realty Finance- Associated Press:

Shares of NorthStar Realty Finance rose to a multiyear high on Wednesday as the commercial real estate investment firm announced plans to spin off its asset management business into a separate publicly traded company.

On Tuesday NorthStar Realty Finance Corp. said that NorthStar Asset Management Corp. is expected to list on the New York Stock Exchange during the second quarter next year.

Symbol: NRF

Dividend: 8.6%

Forward PE: 9; Trailing PE N/A-

Estimate Trend: NA

Ransom Note Trendline: Buy Northstar for income.

NRF data by YCharts

Stock number two: Burlington Stores.

Jim Cramer's 6 Stocks in 60 Seconds - The Street.com

Here's what Jim Cramer had to say on CNBC's "Squawk on the Street" Wednesday….

Shares of Burlington Stores (BURL_) got hit Tuesday on poor company guidance. Cramer suggested investors "buy G-III Apparel Group (GIII_)."

Note: On Tuesday Motley Fool wrote:

The off-price retailer posted a loss of $0.05, in line with estimates, while revenue grew 10% to $1.06 billion. Comparable sales in the quarter improved 3.9% in what was the company's first report as a publicly traded company. The market seemed to be disappointed by same-store sales, projected to be just 2%-3% in the fourth quarter. CEO Tom Kingsbury said the company was "focused on executing growth drivers, expanding retail store base, and enhancing our operating margins in the future."

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Symbol: BURL

Dividend: N/A

Forward PE: 28; Trailing PE: 47

Estimate Trend: None

Ransom Note Trendline: Sell Burlington Stores.

BURL data by YCharts

Mastercard

MasterCard Pays Shareholders—Seeking Alpha

After rallying more than 55% so far in 2013, shares of MasterCard (MA) picked up another 3% after hours thanks to several shareholder friendly announcement (available here). While the march to $1,000 has been delayed, perhaps indefinitely, should investors buy MA after its buyback, dividend, and stock split announcement?

Symbol: MA

Dividend: 2.4

Forward PE: 26; Trailing PE: 31

Estimate Trend: Upish

Ransom Note Trendline: Buy MasterCard

MA data by YCharts