I purchased 800 shares at 46.50 right after the announced acquisition. Up 10% in less than A week. I saw the yield go up to 6.6% and couldn't resist a safe 6.6% yield. Once interest rates drop and bond yields go down reits and utilities will take off. Last time reits were this undervalued they returned 150% the following 5 years.
Since 2013 spy has total returned 220%. O has total returned 20%. These are including divs reinvested. That’s what happens when you get diluted. What is the appeal here?
Thank you for your analysis. My personal analysis shows a still strong company, so I've been curious about the share price drop. I couldn't make the high interest rates add up as the only reason. I failed to look at the share delusion, that could be killer. So I'm happy you looked at this and analyzed it and presented it as well as you did. I own O and I'm continuing to hold. I'm looking forward to an upcoming turn-around. Thanks again for your content. Cheers
I'm new to dividend investing so correct me if I'm wrong. But a reit would have to dilute there stock to allow their company to grow, correct? This may be a stupid question so if it is I'm sorry.
Would love to see you take a look at REIT GAIN. My first ever invest into reits. Had it for 8 years in my ira. Just grinding 0.08 a share. But also bought the O dip for .25 a share its on sale. Holding 536 shares of O.
Reits very beaten up right now. I added 500 shares at 46.80. I also have done a bit of lengthening in my treasury bill ladder as they come due each month. Realty Inc is a longer term play and the yield is good. I am looking to add a different reit type to my portfolio.
I agree. 0 has shown stability with a good dividend. I buy STRONG companies, and 0 is strong! This week it has been going up nicely, as the market has. 0 is not risky, and I'm in 0 for the long and stable hold.
always purchase o dollar averaage cost and dividends will make up some of you investments i currently have 224 shares it will go up and down just be patience
If you were on Reddit I was basically going bankrupt.. Tho I don't think we're out of the woods it's good to see O have a nice reaction off of the $45 support zone
Can REITs do stock buy backs? I'm planning on bulking up on them right now, thinks this is a solid company that still has legs, when it comes to dividends.
High dividend not always better, sure it pays 6.4%, but people holding for the last year are still down big overall. In fact if you bought at any point in the last 6-7yrs, even with dividends, you're likely still at some net loss.
Hi, Can you help me understand the different packages you have? I think the graphs and charts are great and motivating. I can't figure out the packages from the quick descriptions.
@@Dividendology well I'm looking for some of the features you have in your videos, and I'm not sure which level that requires. What I like is your pie chart with all the colors, and I also want to have the sheet that will predict how much I will need or be able to get to in the future to cover my expenses. I'm not as interested in the pages that are analyze each particular company. But I like seeing how things have grown over time. Like how you track month by month. Again, these are all things I've seen in your videos and then I also have the questions of how they update? For example, every month do I put in my DRIP? Where is there a way it can just assume that? And also the question of what if I don't continue the service for a long period of time? Will any of it still be useful to me? Or is it only useful while it is an active patreon membership? By the way, if you need to delete my comments and find a way to answer it privately, you may. I just don't know a way to reach you to ask these questions. Thank you.
@@dominickolas My Golden patro tier gives access to my DIY Investor Tool Kit (featured in my portfolio videos) as well as everything else. My advanced patron tier gives access to everything except the DIY investor tool kit. You can use it after canceling the membership, but will lose access to important updates helping the sheet run smoother.
@@invistocomvoce The intrinsic value from a mathematical calculation is a good tool for orientation, but is not everything. The stocks performance over the last 5years or even 10years is not great. The div grow is not great. The biggest companies O rents out to do have some troubles themselves. So its an open question if it will ever reach that intrinsic value. Maybe you can give me a good narrative or argument why it will reach its calculated intrinsic value over the next years?
The properties they are getting a 7% cap rate. The 2.5% is because it's being added to such a large company it don't push the needle much. Also the CEO believes there will be long term cost benefits.
@@Dave-yw2wc , that's CEO's perspective. From a shareholder's perspective, you get diluted by 27% to receive only 2.5% back. Looks like a lousy deal... Growth for the sake of growth is a dead end...
Yeah this is my thinking. And the fact shares outstanding has x3. Just in general O sounds a pretty poor investment. I’d rather they didn’t grow /not dilute and just keep paying a nice dividend. 3% dividend growth only to be hit in capital invested. Definitely not the business for me.
I can follow trends on my own without this help. Thank you very little. You're welcome even less. I'm getting my monthly dividend. The dividend is raised every quarter. If/when this pattern is disturbed I'll consider taking action then, and only then. All other news is just outside noise. Enough said.
I purchased 800 shares at 46.50 right after the announced acquisition. Up 10% in less than A week. I saw the yield go up to 6.6% and couldn't resist a safe 6.6% yield. Once interest rates drop and bond yields go down reits and utilities will take off. Last time reits were this undervalued they returned 150% the following 5 years.
Great timing! Congrats
thts 👏🏾cluch
Wish the market hadn’t been crashing so much lately or I’d have more money to deploy. Bought just 500 shares at right around $46 but I’ll take it!
Bought at the same time but I wish I could afford 800 shares ^^
Since 2013 spy has total returned 220%. O has total returned 20%. These are including divs reinvested. That’s what happens when you get diluted. What is the appeal here?
With an intrinsic value of $65+, O is a hard one NOT to buy right now. Fantastic breakdown man - thank you for putting this together 👏
Glad you enjoyed it Ryne!
What's up, Ryne? Cool seeing you here.
My son Ryne 💯
That FRED chart showing a 17% interest rate back in the 60s-70s was a reality check
Holding, passively buying, and reinvesting dividends for now!
Thank you for your analysis. My personal analysis shows a still strong company, so I've been curious about the share price drop. I couldn't make the high interest rates add up as the only reason. I failed to look at the share delusion, that could be killer. So I'm happy you looked at this and analyzed it and presented it as well as you did.
I own O and I'm continuing to hold. I'm looking forward to an upcoming turn-around. Thanks again for your content. Cheers
I bought 15 shares yesterday.
I’ve been adding my friend - Great opportunity here for the long term!
I'm new to dividend investing so correct me if I'm wrong. But a reit would have to dilute there stock to allow their company to grow, correct? This may be a stupid question so if it is I'm sorry.
Would love to see you take a look at REIT GAIN. My first ever invest into reits. Had it for 8 years in my ira. Just grinding 0.08 a share. But also bought the O dip for .25 a share its on sale. Holding 536 shares of O.
Reits very beaten up right now. I added 500 shares at 46.80. I also have done a bit of lengthening in my treasury bill ladder as they come due each month. Realty Inc is a longer term play and the yield is good. I am looking to add a different reit type to my portfolio.
Reality income is just old reliable. You know what it's going to do and it's going to do it well!
I agree. 0 has shown stability with a good dividend. I buy STRONG companies, and 0 is strong! This week it has been going up nicely, as the market has. 0 is not risky, and I'm in 0 for the long and stable hold.
always purchase o dollar averaage cost and dividends will make up some of you investments i currently have 224 shares it will go up and down just be patience
@@srourfamily amazing analysis
So does this mean that i should invest more into realty income?
May I know your opinion on AM, SCHW and GPS
The deal makes sense given the current market and interest rates.
If you were on Reddit I was basically going bankrupt.. Tho I don't think we're out of the woods it's good to see O have a nice reaction off of the $45 support zone
Hey, can you talk about IIPR when you get a chance?
Can REITs do stock buy backs?
I'm planning on bulking up on them right now, thinks this is a solid company that still has legs, when it comes to dividends.
Yes
They can
but generally speaking they usually don't.
I suppose if the outstanding shares get too large they could consider using some free cash flow
High dividend not always better, sure it pays 6.4%, but people holding for the last year are still down big overall. In fact if you bought at any point in the last 6-7yrs, even with dividends, you're likely still at some net loss.
I agree, I have been down a bit but I also use the monthly dividend to buy other stock in which I am up a lot in such as apple
massive gaps in the chart. look for a retest of $48.00 good luck good people hope you catch it
Mate where is your NAV and sensitivity analysis ?
Hi, Can you help me understand the different packages you have? I think the graphs and charts are great and motivating. I can't figure out the packages from the quick descriptions.
Yes! What question do you have!?
@@Dividendology well I'm looking for some of the features you have in your videos, and I'm not sure which level that requires. What I like is your pie chart with all the colors, and I also want to have the sheet that will predict how much I will need or be able to get to in the future to cover my expenses. I'm not as interested in the pages that are analyze each particular company. But I like seeing how things have grown over time. Like how you track month by month. Again, these are all things I've seen in your videos and then I also have the questions of how they update? For example, every month do I put in my DRIP? Where is there a way it can just assume that? And also the question of what if I don't continue the service for a long period of time? Will any of it still be useful to me? Or is it only useful while it is an active patreon membership? By the way, if you need to delete my comments and find a way to answer it privately, you may. I just don't know a way to reach you to ask these questions. Thank you.
@@dominickolas My Golden patro tier gives access to my DIY Investor Tool Kit (featured in my portfolio videos) as well as everything else. My advanced patron tier gives access to everything except the DIY investor tool kit. You can use it after canceling the membership, but will lose access to important updates helping the sheet run smoother.
So I think I would like to start with the best version and see what I like and really use and need. Thank you. @@Dividendology
If you are into “slow” this is a great stock!
Thanks man
Great as usually!
Thanks!
So if this only raises AFFO 2.5% but their shareholders get 12.5% of O, doesn’t seem like a good deal right.
It's a good deal
Isn't it a bit late to buy? I bought it 2 days ago and I am up 8.7%. - would you still buy it?
Really? Late? Its still far from intrinsic value… we should not try to correctly predict the bottom
@@invistocomvoce The intrinsic value from a mathematical calculation is a good tool for orientation, but is not everything. The stocks performance over the last 5years or even 10years is not great. The div grow is not great. The biggest companies O rents out to do have some troubles themselves. So its an open question if it will ever reach that intrinsic value.
Maybe you can give me a good narrative or argument why it will reach its calculated intrinsic value over the next years?
Is it worth diluting to the extent of 10 Bln to get 2.5% accretion to FFO/share?
The properties they are getting a 7% cap rate. The 2.5% is because it's being added to such a large company it don't push the needle much. Also the CEO believes there will be long term cost benefits.
@@Dave-yw2wc , that's CEO's perspective. From a shareholder's perspective, you get diluted by 27% to receive only 2.5% back. Looks like a lousy deal... Growth for the sake of growth is a dead end...
Yeah this is my thinking. And the fact shares outstanding has x3. Just in general O sounds a pretty poor investment. I’d rather they didn’t grow /not dilute and just keep paying a nice dividend. 3% dividend growth only to be hit in capital invested. Definitely not the business for me.
@@IPQ-sj2zsThe CEO is also a shareholder to be fair.
You have to believe this is going up. Cant buy just for divvy. Makes no sense with treasuries still close to 5%.
Talk faster!!!
I can follow trends on my own without this help. Thank you very little. You're welcome even less.
I'm getting my monthly dividend. The dividend is raised every quarter. If/when this pattern is disturbed I'll consider taking action then, and only then.
All other news is just outside noise.
Enough said.