Dragon Claws Investment thesis My previous bullish thesis about Realty Income (NYSE:O) aged well, as the stock delivered almost 13% total return since mid-April, slightly outperforming the broader U.S. market. Recent developments boosted my confidence about the sustainability of the company's stellar forward dividend yield of almost 6%. O consistently demonstrates strong financial performance despite the challenging monetary environment, and its balance sheet positions it firmly to maintain dividend gro ...