Is VICI The Best Opportunity on The Market? | VICI Stock Analysis! |

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  • Опубликовано: 10 янв 2025

Комментарии • 73

  • @Dividendology
    @Dividendology  19 дней назад +2

    🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/
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  • @jburg636
    @jburg636 19 дней назад +15

    Grabbed 100 on Friday

  • @jacobr4166
    @jacobr4166 18 дней назад +3

    @2:15 I'd imagine the price changes have less to do with high interest savings accounts and more to do with the $17.5B of debt they need to service. Higher rates means more cash flow to interest payments. Pretty typical for REITs.

  • @williamhoward7624
    @williamhoward7624 19 дней назад +15

    Vicic is my largest holding

    • @craxxysum1264
      @craxxysum1264 18 дней назад +1

      Yeah I was waiting for an opportunity like that to pyramid in like a freaking pharaoh

    • @ShitaJ
      @ShitaJ 18 дней назад

      Same. I'm getting about $440 ×4 this year🎉

    • @strappedup24
      @strappedup24 10 дней назад

      Do you recommend this over Main Street Capital. I am considering adding this to my ROTH

  • @TheGeordiePig
    @TheGeordiePig 18 дней назад +1

    awesome video and one that confirms why I have such a big position in the company! Im certainly adding more at these attractive prices.

  • @RichardReuven
    @RichardReuven 19 дней назад +2

    Long time buyer

  • @thomaspetit8871
    @thomaspetit8871 19 дней назад +18

    What about realty income ?

  • @jeremiahsylvaii9266
    @jeremiahsylvaii9266 18 дней назад

    VICI is bulletproof 👌

  • @Mr1DANBOY
    @Mr1DANBOY 18 дней назад +1

    The top two tenants are over 33% off total rent. That’s a pass for me look at what happened to MPW.

  • @BenjaminHansen
    @BenjaminHansen 17 дней назад

    I own VICI. Thanks for the video.

  • @Daniel-zr4pk
    @Daniel-zr4pk 17 дней назад +1

    what about Prologis

  • @KarinaFuurstedOlesen
    @KarinaFuurstedOlesen 17 дней назад

    Would it be possible for you to do a special on defence stocks? Furthermore, I'd also like to hear your take on stocks like Enbridge, Kinder Morgan, Hess, etc. The payout ratio seems rather high in the latter category, but it should also make sense due to their business model, right?

  • @rikarderlesand
    @rikarderlesand 18 дней назад +1

    Been buying VICI in the beginning of the year and also now during the dip
    It isn't McDonald's but I'm loving it

  • @bestg55555
    @bestg55555 18 дней назад +1

    Can you do a dive into AGNC?

    • @Aaronymous_71
      @Aaronymous_71 17 дней назад

      I have AGNC and I’d like a review of it too!

  • @jim4909
    @jim4909 16 дней назад +1

    Excellent video as always! VICI is one of my holdings that I plan on increasing in 2025. Would you have any interest in doing a video on AWK. Capital intensive so they issue debt to pay their dividend. I believe the investments will pay off long term.

  • @holyhandgrenadeofantioch2019
    @holyhandgrenadeofantioch2019 18 дней назад

    I built out a position in VICI In 2023 and now I’m enjoying the dividends

  • @MM8417aa
    @MM8417aa 18 дней назад +1

    Sold all my Vici last week.

    • @pali5727
      @pali5727 15 дней назад +1

      Why

    • @MM8417aa
      @MM8417aa 14 дней назад

      @ Rates not coming down fast enough. 😪

    • @pali5727
      @pali5727 14 дней назад

      @@MM8417aa I know And I understand, but Are you long term investor?

  • @AkleksM
    @AkleksM 18 дней назад +1

    I love VICI and I own it but I was not happy with the investment in "wellness clubs"

  • @DineshChandramohan
    @DineshChandramohan 19 дней назад +1

    Are you adding more shares to your portfolio?

  • @sunnindawg
    @sunnindawg 11 дней назад

    Fantastic

  • @777nando
    @777nando 18 дней назад

    is there any Christmas sale coming for Tickerdata??? Im waiting to buy

  • @PLANTY676
    @PLANTY676 18 дней назад +2

    recently opened a position at sub $29, lets see how it goes

  • @Xairos84
    @Xairos84 19 дней назад +2

    Vici hasn't price appreciated for a few years now. It always hovers around 30 bucks

    • @Dividendology
      @Dividendology  19 дней назад +7

      No price movement doesn't mean the company isn't growing. Watch the underlying fundamentals like AFFO per share.

    • @MeatStickCrank
      @MeatStickCrank 19 дней назад +2

      Bro thats a great thing for div investor lol. Consistent pricing allows you to easily write covered calls for extra income, or you can trim. I buy khc around $30 and trim over $35 lol

    • @ceansilorcaso5820
      @ceansilorcaso5820 2 дня назад +1

      @@MeatStickCrank I am new in this game of buying stocks and how does a covered call works?

    • @MeatStickCrank
      @MeatStickCrank 2 дня назад

      Too complex for a yt comment, investopedia has a good explanation. Essentially ur taking ur shares from a long position with limited upside and selling them as a call, to make an extra premium alongside the div. I first learned about it listening to Andy Tanner who is apart of the Robert Kiyosaki network (stockcast). He also has classes but ive never tried those. @@ceansilorcaso5820

  • @BeenatTV
    @BeenatTV 19 дней назад +3

    Very attractive

  • @DividendCult
    @DividendCult 18 дней назад +3

    VICI just doesn’t get me excited anymore

  • @JoseMonteiro-uj2ch
    @JoseMonteiro-uj2ch 19 дней назад +1

    Novo nordisk, the caos creates oportunitys, vici thats a good stock at good price

  • @stnln2180
    @stnln2180 19 дней назад +1

    What's your take on Medical Properties MPW?🤔

  • @RamiSobhani
    @RamiSobhani 18 дней назад +1

    i feel the sell off in the stock market is not good enoug

  • @jackblack5205
    @jackblack5205 17 дней назад

    70 year old retirees be like wow VICI is on sale 😂

  • @benwalker5193
    @benwalker5193 18 дней назад

    You told us that when they were at $34 lol

    • @Dividendology
      @Dividendology  18 дней назад +6

      Just because the share price doesn't grow, doesn't mean the underlying businesses isn't growing. The company is growing AFFO every year. Intrinsic value is growing. The share price will follow long term. If you are simply watching share price movement short term, you aren't an investor. You're a spectator. I'm happy to hold them. They are doing great.

  • @Walker956
    @Walker956 19 дней назад +1

    why is it called superbowling when its about american rugby anyway?

  • @WealthyChronicle
    @WealthyChronicle 17 дней назад

    Just bought into VICI after hearing about the inflation-linked rent escalation. Anyone else jumping in, or is the selloff a sign to wait?

  • @danielsimonson3484
    @danielsimonson3484 12 дней назад

    I got out when they started buying bowling alleys. Thye used to be high end money makers. The resort yoga thing, and the Bowling Alleys synched it. I got out at $34.

  • @Walker956
    @Walker956 19 дней назад +1

    why are comparing it to sbac? lol

    • @Dividendology
      @Dividendology  19 дней назад +2

      Not many REITs comparable to VICI, but you can compare on other metrics based on size. Still difficult, which is why we also looked at them compared to historical valuation.

  • @stephenw1799
    @stephenw1799 19 дней назад +24

    No growth here only dividend income.

  • @dbcooper8676
    @dbcooper8676 18 дней назад +1

    Joseph Carlson is selling, he says his money would be better deployed elsewhere,

    • @ShitaJ
      @ShitaJ 18 дней назад +2

      So?

  • @crohmer
    @crohmer 19 дней назад +1

    No it’s not