Realty Income: Dividend At Unreasonable Price (NYSE:O)

Investing in Realty Income Corporation (NYSE:O) may not be rational from a fundamental level due to its relatively unattractive dividend yield and the potential damage caused by a higher interest rate environment.

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Relevant topic timeline:

8/22/2023

The stock market has a 'real' problem: Morning Brief

Stocks are facing a "real" yield problem as investors become more focused on rising real yields, which could result in lower stock prices and a hit to the P/E multiple.

9/7/2023

Realty Income's Share Price Drops to 1-Year Low Despite Strong Fundamentals and 5.6% Dividend Yield

Realty Income's shares have hit a one-year low, but the REIT's strong operating performance, dividend coverage, and diverse real estate portfolio make it an attractive investment with a 5.6% dividend yield.

9/8/2023

Dividend Stocks on Sale: Quality Dividend Payers Available at Discounted Prices

High-quality dividend stocks, which have been market favorites in recent years, are currently not receiving much respect but now may be a good time to buy.

9/13/2023

VICI Properties: This High-Yield REIT Offers Reliable Income and Growth for Retirement Portfolios

The article mentions VICI Properties (NYSE:VICI) as the stock that is being discussed. The author's recommendation is to buy VICI Properties, as they believe it is an attractive income investment for retirement. The author's core argument is that VICI Properties provides a reliable source of passive income through its increasing quarterly dividends. The author also highlights the company's focus on long-term leases, high-quality assets, and strong execution as factors that contribute to its potential for growth and stability. The article provides information about VICI's dividend history and projections, as well as its revenue growth and investment-grade balance sheet. The author also discusses a short strangle strategy involving covered calls and cash-secured puts to generate additional income with VICI shares. Overall, the article presents VICI Properties as a solid choice for retirement portfolios, offering stability, income, and growth prospects. The author rates VICI as a buy.

9/17/2023

Realty Income's Stock May Be Undervalued Despite Strong Fundamentals

Realty Income Corporation, the largest single-client property landlord in the U.S., is undervalued and well-positioned in the market due to its property mix, debt management, and expected preservation of earning power despite rising interest rates.

9/21/2023

Retiree Boosts Income Stream, Buying Undervalued Assets with High Yields

In this article, the author mentions several stocks including: 1. Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) 2. Via Renewables preferred shares (VIASP) 3. NXG NextGen Infrastructure Income fund (NXG) 4. OFS Credit Company, Inc. (OCCI) The author does not explicitly give a recommendation to buy, hold, or sell these stocks. However, they mention that they have a 5% position in USOI and do not plan to increase their holding unless oil prices dip below $80 again. The author's core thesis is to hold high-yielding securities that offer regular monthly or quarterly dividends to grow their future income stream. They mention that they are accumulating wealth in their investment portfolio and reinvesting dividends to compound their income. The key information and data in the article include the current TTM yield of USOI at about 27%, the high yield provided by VIASP (approximately 26% at the time of the article), the doubled dividend of NXG NextGen Infrastructure Income fund, and the high yield and potential price appreciation of OFS Credit Company, Inc.

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Posted 9/4/2023, 5:34:50 PM