Some rock-solid dividend stocks took a beating after the election, and that could mean opportunity. The stock market as a whole rocketed higher after the results of the election were revealed, but some areas of the stock market underperformed -- specifically high-yield dividend stocks. In this video, longtime Fool.com contributors Matt Frankel and Tyler Crowe discuss two stocks that look like excellent opportunities right now. *Stock prices used were the morning prices of Nov. 7, 2024. The video was publish ...

关于iREIT+HOYA Capital - 是Seeking Alpha上专注于收益的首要投资服务 专注于产生收益的资产类别 提供可持续投资组合收益 多样化和通胀对冲机会 可免费试用两周查看独家收益型投资组合中的最佳想法 [1] 关于市场 - 在特朗普涨势之后市场持续创下历史新高 市场更像是个股的市场而非整体股市 许多投资者似乎不惜一切代价追逐增长 [2] 关于分析师披露 - 分析师通过股票所有权 期权或其他衍生品在O股中拥有有益的多头头寸 文章为分析师自己所写表达自己观点 除Seeking Alpha外无报酬 与文章提及股票的公司无业务关系 [3]

This real estate investment trust is poised to deliver above-average dividends.Realty Income (O 2.00%) has long been a top stock to own among dividend investors.The real estate investment trust (REIT) has several qualities that almost any income investor would want in a dividend stock. It has a recession-proof business model because it operates through triple-net leases, meaning its tenants pay for insurance, property taxes, and maintenance. It also generally leases its properties to stable recession-proof ...

公司近期季度表现 - 公司本季度业绩稳定但投资者关注其租户情况 [2] - 公司本季度营收增长28%达13.3亿美元新收购及投资助力业绩新物业投资7.4亿美元加权平均现金收益率同店租赁收入零售降0.3%工业增1.9%游戏增1.7%其他增4.7% [6][7] - 本季度调整后运营资金(AFFO)每股增长3%至1.05美元全年AFFO指引低端上调 [8] 租户相关情况 - 公司提及近期破产租户及高回收率如红龙虾餐厅216项资产9项被拒回收率91%来德爱88% [3] - 沃尔格林13份租约到期全部续租回收率100%与CVS、美元树、家庭美元历史续租回收率超100% [4] - 本季度170份租约续租回收率105% [6] - 本季度末美元通用和沃尔格林各占年化总租金3.3%美元树/家庭美元3.1%CVS1.2% [4] 公司战略举措 - 公司欲创建私人资本基金涉足零售工业数据中心游戏等领域 [5] 公司股息情况 - 尽管租户面临压力股息安全且应会继续增长本季度股息增长3%至0.789美元已连续108个季度提高股息 [9] - 本季度股息被AFFO轻松覆盖AFFO派息率75.1%有足够空间继续提高股息 [9] 公司股票情况 - 公司股票面临顺风和逆风四大租户占年化合同租金约11%需关注其情况 [10] - 低利率环境对股票和物业价值有利 [11] - 利率环境应是未来股票的主要驱动因素涉足私人资金对公司和股票购买者可能是积极因素 [12]

SAN DIEGO, Nov. 8, 2024 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced that it has declared the 653rd consecutive common stock monthly dividend. The dividend amount of $0.2635 per share, representing an annualized amount of $3.162 per share, is payable on December 13, 2024 to stockholders of record as of December 2, 2024.About Realty Income Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies. ...

Realty Income Corporation (NYSE: O ) has just recently issued its Q3, 2024 earnings report, and the stock immediately dropped by ~3%. On the same day, we got news on the new President that triggered uneven market reaction across different asset classes, from whichRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in ...

文章核心观点 - 美国大选结果出来后投资者需关注通胀对冲 通胀回升是未来市场面临的主要主题 而Realty Income公司股票可作为应对通胀的有用选择 [1] 关于Realty Income公司 股票基本情况 - 股价为$56.38 较前一交易日跌$0.62 跌幅1.09% 52周股价范围为$49.52 - $64.88 股息率5.60% 市盈率53.70 目标价$63.85 [1] 应对通胀优势 - 房地产行业在通胀期间可通过提高租金来应对货币购买力下降 Realty Income公司股票价格处于低位 能为股东提供跑赢通胀的股息 [2] 股息情况 - 股价跌至52周高点的88%时 每股$3.16的股息支付颇具吸引力 年化收益率达5.5% 高于通胀和十年期债券收益率 股息增长记录达32年 三年年化股息增长率2.98% 股息支付率300.96% 下次股息支付日为11月15日 且该公司是少数按月发放股息的公司 [3] 按月股息的好处 - 一是提供更大的流动性 便于将资金分散到其他有吸引力的投资中 二是投资者可将每月股息再投资到该公司股票 加速持股步伐 从而获得更多的月股息 [3][4] 股票的保护性 - 房地产股票波动不大 Realty Income股票的贝塔系数低 与标准普尔500指数相关性低 可保护投资者资本 [5] 华尔街分析师观点 - 过去12个月虽跑输部分热门板块 但分析师仍认为未来数月有两位数涨幅的可能 瑞银集团重申买入评级 并将目标价从$70提高到$72 股票需从当前价位上涨23%才能达到新目标价 整体市场排名处于第97百分位 分析师评级为持有 上涨潜力为13.2% 卖空兴趣处于健康水平 股息实力强劲 [6][7] 其他情况 - 环境评分 -2.05 新闻情绪0.47 内部人员在出售股票 预计盈利增长3.57% [8] - 过去一个月卖空兴趣下降15.4% 显示出空头投降迹象 [9] - KBC集团对该公司的持股增加391.6% 目前持有价值$39.6百万的股票 [10] - 市盈率为54.3倍 较房地产投资信托行业平均估值35.2倍有54%的溢价 通常这种有合理溢价的股票表现优于同行 [11] - 目前分析师评级为持有 未被列入分析师悄悄推荐给客户购买的五只股票名单中 [12]

Here are more of the features available to you. And there's nothing to lose with our FREE 2-week trial. Just click this link .Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited access to our multi-year Archive of articles.Brad, along with HOYA Capital, lead the investing gro ...

Realty Income Corporation (NYSE: O ) met market expectations for its funds from operations for 3Q24, but nevertheless, the real estate investment trust’s earnings release was a display of the REIT’s core strength: Steady AFFO growth and pay-out stability.A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrou ...

关于作者背景 - 作者是金融专业人士在并购和企业估值方面有丰富经验 [1] - 日常工作包括金融建模商业和财务尽职调查谈判交易条款等 [1] 关于投资领域 - 关注科技房地产软件金融和消费必需品等行业 [1] 关于写作目的 - 写作目的是加深自身知识并与他人分享价值 [1] - 希望通过分享经验让股息投资过程更易理解以帮助建立长期财富 [1]