Is Realty Income (O) Still the Best Monthly Dividend Stock?

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  • Опубликовано: 10 ноя 2024

Комментарии • 56

  • @thorsten8123
    @thorsten8123 4 месяца назад +7

    Nice idea to produce this kind of videos! So, I can pinpoint interested folks to it.
    By the way: Fantastic newsletter about AI ! Also a good idea to switch to quarterly routine. There is simply not enough real news going on to justify that monthly publication - is is supposed to be boring to invest in safe dividend stocks, therefore cutting out the noise is smart!
    Best wishes!

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +1

      Thanks, Thorsten! I'm still learning the ropes at RUclips but have enjoyed this new format to talk about dividend investing. I'm really glad to hear you liked our last newsletter, too - thank you for that encouragement! - Brian

  • @drewnelson5704
    @drewnelson5704 2 месяца назад +2

    Buy and hold til retirement my friends

    • @simplysafedividends
      @simplysafedividends  Месяц назад

      I like keeping things simple :)
      Thanks for watching and commenting!
      - Brian

  • @LasVegasStateOfMind
    @LasVegasStateOfMind 4 месяца назад +2

    Thanks. Good video !!! We are believers in O.

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +1

      Thank you! I think O is a solid income investment as long as you are comfortable with its bond-like nature.

    • @LasVegasStateOfMind
      @LasVegasStateOfMind 4 месяца назад

      @@simplysafedividends indeed, I agree fully.

  • @johnbeeck2540
    @johnbeeck2540 4 месяца назад +1

    Nice analysis... still sitting out REITs at the moment - had O for a year and harvested dividends but these were offset by the declining stock price...

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +1

      Thanks for watching and commenting. Tough for bond-like stocks such as O to do well in a rising rate environment. I don't know if REITs have ever underperformed for ~3 straight years as they just did either. Hopefully we are close to peak rates and better times ahead.

  • @charleschilds7038
    @charleschilds7038 4 месяца назад +1

    Thanks Brian!

    • @simplysafedividends
      @simplysafedividends  4 месяца назад

      My pleasure, Charles. Thanks for watching and leaving a comment!

  • @elroy1836
    @elroy1836 4 месяца назад +1

    Very instructive. TY.

  • @jrupesh1805
    @jrupesh1805 3 месяца назад +1

    Can u do a video on VIcI properties ?

  • @bkrish4535
    @bkrish4535 4 месяца назад

    Thank you for the insight

  • @MishaTal1
    @MishaTal1 4 месяца назад +4

    At the moment MAIN>O

    • @keepitraw1
      @keepitraw1 4 месяца назад +1

      VICI>ARE>ADC>O
      Still like O and won’t sell anytime soon

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +3

      MAIN benefits from rising interest rates since almost all of its loans to companies have variable interest rates, while some of its borrowing costs are fixed. Coupled with low credit losses so far with the economy avoiding recession, conditions have been great for most BDCs like MAIN. I own some shares myself but know it will get hammered whenever the next downturn hits. Still think the dividend will remain safe, though.

    • @gamesview3313
      @gamesview3313 4 месяца назад

      I like O-MAA-NEE-VICI-ARE-ADC. All in my portfolio 🎉

    • @tomhenry9485
      @tomhenry9485 4 месяца назад

      Better off with spyi or qqqi

    • @pertainedorangeman3056
      @pertainedorangeman3056 3 месяца назад

      that WAS true a year ago but now main is up like 20% in a year and rates probably coming down along with their share price

  • @shaneomack5018
    @shaneomack5018 4 месяца назад +1

    Huge pass on O.. hundreds of other stocks and etfs performing better than O over the last 5 years.. sold out of O in 2023 and bought up jepq (I know it’s too completely different things but money is money) and jepq is up 12% vs O at 1%… I’m taking the cash and moving forward while O is on neutral

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +3

      I agree O isn't for everyone. But a safe ~6% yield with 2-3% annual growth and relatively low volatility (for a stock) ain't too bad for part of a retirement portfolio. Thanks for watching and commenting!

    • @hansschotterradler3772
      @hansschotterradler3772 4 месяца назад +2

      REITs may outperform the market going forward if rates come down. I have been loading up on them (and JEPQ BTW) the past months.

    • @laturista1000
      @laturista1000 3 месяца назад +3

      But be careful. JEPQ is an actively managed etf heavily weighted in big tech sector. It has moderately high expense ratio and management fees. .35% furthermore, jepq options call plays pose high risk as seen when the Nasdaq and broader market pullbacks or sees sharp correction. Although JEPQ dividend yield is high one month, it fluctuates up & down. Although Realty Income has slow future growth potential and high AAFO per share, it still has steady and consistent monthly dividend yield, albeit at high management fees to some of its industry REIT peers.

    • @shaneomack5018
      @shaneomack5018 3 месяца назад +1

      @@laturista1000 thanks but still passing on a stagnant stock.

    • @hansschotterradler3772
      @hansschotterradler3772 3 месяца назад +1

      @@laturista1000 JEPQ has beaten the S&P since inception in total return, which accounts for the expense ratio. I think the expense ratio is worth it. In addition, it has a beta of 0.88. I consider this a great risk-adjusted return.

  • @Stoneponics
    @Stoneponics 4 месяца назад +1

    Great Video!

  • @Baron1975
    @Baron1975 4 месяца назад

    I'll buy below 40.00

  • @srourfamily
    @srourfamily 4 месяца назад +1

    it has lots of cash flow

  • @michaelt2974
    @michaelt2974 3 месяца назад +1

    Wish I had seen this video before stock made its way back to 58

    • @simplysafedividends
      @simplysafedividends  2 месяца назад

      I hear you. The interest rate outlook has changed quite a bit since then, benefiting REITs. We'll see if cuts actually happen starting in September...
      Thanks for commenting.
      - Brian

  • @thare2597
    @thare2597 4 месяца назад

    Thanks Brian! I'm not in this but would be if it gets into the $40's. I'm currently holding vici as my reit

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +3

      Based on current interest rates and O's historical spread, a low $40s price would look really good - again, assuming rates don't leg higher from here. This morning's CPI report was another step in the right direction for those in the rates-have-peaked camp.

  • @Baron1975
    @Baron1975 4 месяца назад

    Let's see! Walgreens is shutting over 1k stores. CVS is shutting over 1k stores. Home depo demanding concessions. Dollar general demanding concessions. I'll stay away.

  • @d.lami.6990
    @d.lami.6990 3 месяца назад +1

    Just bought 300 shares the other day. Inside my IRA

    • @simplysafedividends
      @simplysafedividends  3 месяца назад

      Nice to see REITs showing some life the past week or two as the market has gotten more serious pricing in rate cuts. Just have to hope the Fed sticks its soft landing, but as a long-term dividend investor, I don't worry much about that either way. Thanks for watching and leaving a comment!
      - Brian

  • @David-kg5dk
    @David-kg5dk 4 месяца назад +1

    Great video, thank you!
    What do you think of my portfolio, each position is weighted at 12.5%? I'm a 33 year old software engineer from Bavaria.
    Vanguard FTSE Developed World ETF (0.12% TER)
    Realty Income REIT
    Berkshire Hathaway B
    Linde
    Costco
    Amazon
    Microsoft
    Visa
    For me, I wanted to combined growth with passive income and safety.

  • @mitchmcturtle6890
    @mitchmcturtle6890 4 месяца назад +8

    Y’all like that $1.60 increase today 😏

  • @hansschotterradler3772
    @hansschotterradler3772 4 месяца назад

    I loaded up on REITs over the past months: EPRT, ARE and NNN. I think this will pay off once rates come down. Last 2 trading days are a proof of my thesis. But time will tell how this pans out...

  • @dividendfire855
    @dividendfire855 4 месяца назад +1

    I’m not a fan of O portfolio, the dollar stores, Walgreens and now dying Red lobster is just horrible.

    • @simplysafedividends
      @simplysafedividends  4 месяца назад +4

      Thanks for watching and commenting. No doubt there are some dogs in O's portfolio. But I don't see them having a lasting impact on the REIT's growth. O's business extends far beyond those tenants, and they aren't closing all of their locations (O's may be many of the ones that remain open). Either way, O's diversified portfolio and long-term leases provide insulation from issues at any handful of tenants.

  • @katiem9644
    @katiem9644 4 месяца назад +1

    Thanks Brian!