Is Realty Income Stock a Buy Now!? | Realty Income (O) Stock Analysis + Earnings Report |

[@Godfather9814]

I don’t see this as the end of O, I see this as a great time to buy!

[@llew-AZ]

Purchased 40 shares this month.

[@karsinds]

strong buy at the current price

[@industrialpalletworx3548]

I would love to see a video like this on Arbor Realty Trust

[@Dividendology]

Nice idea!

[@industrialpalletworx3548]

@Dividendology I just bought $10k worth of O. It was on my radar and this video put it over the top for me.

[@TheJayy420]

Yes me too I been buying lol 😅

[@DividendDude]

Love Realty Income! Consistent and Stable dividend growth REIT 😊

[@KingCzar29]

297 shares of O currently. Really wish I could have made it to 400. Being able to buy two shares automatically per month would be cool.

[@genxtech5584]

I only have 76 shares and I too would love to have 400.. Tell you what you give me all yours and then at least one of us will be much closer ;).

[@ivanprodaiko8110]

Don’t forget you pay a tax before reinvesting

[@KingCzar29]

@@ivanprodaiko8110 I only wish it was considered a qualified dividend. I don’t mind the taxes. It’s for play money in a few years. My work retirement account is for the real thirty year investing.

[@tallflguy]

@@ivanprodaiko8110Not in a Roth

[@jaketetlak3982]

@@ivanprodaiko8110 not in a Roth IRA

[@Yippeedooda123]

Amazing review. Thank you sir!

[@Dividendology]

Glad you liked it!

[@TheFuzzypuddle]

Newbie question: Dividend portfolio investors, please help me understand the benefit of a buy-and-hold dividend portfolio compared to a buy-and-hold non-dividend portfolio during the years of building the portfolio, considering the taxes owed on dividends. In your opinion, why doesn't the taxation on dividends make this strategy inferior to building a portfolio consisting of securities that do not pay dividends and are not subject to the same taxation? Assume neither portfolio will be drawn from until they reach the target level for sustaining monthly payouts/withdrawals to live on - defined as "retirement" in this question. During the years you are building the portfolio you are taxed on the dividends received regardless if you take the cash or automatically reinvest the dividend. Compare this to a non-dividend portfolio that is not taxed unless you realize gains, which in this scenario would be after the building years during the "retirement" years. Thank you for your opinions.

[@SpicyBoba7431]

When I retire I won’t have to really worry as much about the year or how the market is performing. I can pass it down. I could retire off my dividend income without ever selling a cent of my portfolio. Once the snowball gets going, the snowball gets going. Flexibility to maintain my portfolio if I want to use that to supplement my income for maybe a surprise move to a HCOL place like Cali, without having to sell.

[@DylanIE_]

I will provide you with an answer purely based from a mathematical standpoint. Zero. There is absolutely 0 benefit to having a dividend portfolio over a non dividend portfolio. In fact, if you have dividends in a taxable account, there is only extra liability to having a dividend portfolio. If you want to maximise the efficiency of your portfolio, you should only care about total return. If a company looks like a great deal but pays no dividend, you should still buy it. In the same way if a company looks overpriced but pays a good dividend, you shouldn't buy it, given that it is overpriced. In short, dividends should not be a factor in investing. The decision to invest in a company should be made regardless of its dividend payments. The only benefits to dividends is the mental factor of it. The mental stability and being able to better control yourself with selling/not selling etc. If you struggle with the mental attitude required to be succesful in investing, dividends can be a good choice. However, in a universe without emotion, dividends are either totally irrelevant, or a negative. They, mathematically, are never better.

[@SpicyBoba7431]

@@DylanIE_ *Warren Buffet has entered the chat*

[@gabrielboaventura2952]

I think you need to consider yield on cost as part of the benefits of a dividend growth portfolio. You can prefer a growth based portfolio which is valid, but by investing in dividend growth stocks over the long term, you can massively improve your yield on cost for a lot of your dividend shares. The dividends growing yearly are going to exponentially compound your returns in a bear or bullish market. Especially in a tax advantaged DRIP portfolio.

[@DylanIE_]

@@SpicyBoba7431 Warren Buffet doesnt invest in a company because it pays a dividend. If you think dividends bring extra value to a potential investment you straight up dont understand business valuation.

[@luisguerreiro71]

Hi , this just came up .Realty Income Corporation has filed a Follow-on Equity Offering. Does this change anything moving forward?

[@janoz06]

Excellent video. Can you do one for ADC

[@yunposter2428]

If you want monthly dividend with 5%+ yield, why don't you invest in junk bonds or preferred stocks? You can invest then via SJNK, PFFD etc. These have way better historical return than O too.

[@Cromatox2]

I don't quite understand your models meaning compared to a DCF model with a disered return. These models intrinsic value, what kind of return do they expect? Normal stock market return?

[@Countryman333]

Think its a buying opportunity. Think is basicly going sideways now. Wanting to move up.

[@jakeplant1783]

What about LGEN for dividends??

[@markeh1971]

Hi LGEN is currently at 7.8% ish at the moment so for UK stocks this may be better if you are in the UK and buy through an ISA or SIPP. The current price offers a lot of potential up side being so low at the mo due to interest rates in the USA. For diversification this offers an attractive buy and definitely if you can hold out until interest rates drop and the share price goes up. Buy low and sell at a high if you can, if that is your thing. Take care M

[@MrMiniPilote]

Realty Income has filed for offering up to 120 million shares. Thanks for the content.

[@danwesson1934]

Concerns about outstanding common stock increasing? I’m assuming it’s cheaper to do that than borrow money for acquisitions or what not.

[@Dividendology]

It’s a pretty common way for REITS to pursue growth. They have to pay out most of their earnings in the form of dividends, and right now it makes more sense to issue shares rather than take out high interest debt.

[@Themarxistinvestor]

Can you talk about SWN and CHK?

[@DrrTrevis]

Not from this guy. It's just O videos every week of every month of every year. Needs views to make $$

[@Milezone1]

I e had invested into for about 4 months, seems stale and not moved much at all

[@robertkoehler1641]

Please do STWD when you get a chance.

[@johnbeeck2540]

First one here and I own O

[@Dividendology]

🎉

[@davidecomboni5556]

I'd love an analysis on BABA!

[@galiciadabest]

Chinese junk

[@SemenRetentionKing-k8i]

🌈🌈🌈I just bought Schlumberger stock.🌈🌈🌈

[@ninokamps4407]

wtf, I've alreay seen this video, no ? Is this a reupload?

[@Dividendology]

Nope, not a reupload. Not sure what you’re talking about. I posted this to cover some new information surrounding the company.

[@ninokamps4407]

My bad then. I was sure that I've already watched a similar video, with your recognizable spreadsheets on the same topic. @@Dividendology

[@Dividendology]

no worries. You may have watched one of dividend talks videos. He's a youtuber who steals my content and spreadsheets and steals thumbnails from other creators as well.

[@Daniel-zr4pk]

its funny how the stock will drop from 52 dollars to 12 dollars

[@CubanCigars]

Show us your REAL portfolio. Not dome excel spreadsheet!

[@RazcuhL]

Vici & O 🚀

[@cwilson6880]

Same, plus EXR !

[@Hhbhwumnsioocyhejkxiihha]

Can you make a video on NN group or ASR they both have insane growth and almost an 8% yield

[@Dividendology]

Nice idea!

[@EntrepreneurInvestor]

Yes O, 2024 and 2025!!

[@deyan_peychev]

Great video! It would be great if you could include an overview of the debt level and ratios in your analysis in the future, as it is a very important pillar, especially for REITs, knowing that they usually operate on higher debt levels. Thank you for sharing your knowledge!

[@JonahZebolsky]

Should someone in their 20’s start buying in now? I decided to put the additional money into VOO for a couple decades then I’ll start up buying more again. Just think I need to capitalize on growth while I have plenty of time. Is this a wrong move while O is sitting at an attractive share price?

[@Dividendology]

It really depends on your goals.

[@andrewb3516]

As someone in their early 20’s, I originally was attracted to O after getting into dividend investing but after considering my (our) long time horizon I decided to focus more on growth/div growth stocks. I don’t think O has a lot of capital appreciation upside compared to many other stocks, and I’m not worried about the current income now (monthly div). But yeah definitely depends on your goals!

[@kevinblanchet9811]

Newbie asking.... O is REIT, can we look at Mainstreet Capital (MAIN) as a BDC. Any correlation in BDC and REIT with interest rate inc/dec?

[@kevinblanchet9811]

Long O in a custodial account ... (25 year growth)... will stop the Drip and enjoy a nice vacation

[@mjsmcd]

Higher rates can hurt reit cuz of div comparison BDCs must borrow money in order to lend to companies at higher rates. They accomplish this by using a variety of fixed-rate and floating-rate loans. Changes in interest rate policy can dramatically affect the margin between borrowing and lending costs and the amount the BDC is able to distribute.

[@trevor1d]

Will you be increasing your position based on your analysis or do you think VICI is a better value?

[@Dividendology]

Going to discuss this in my next portfolio update.

[@glennshoemake4200]

I just started a position with O and I've held VICI for some time now. Both are undervalued, but O has fallen more than VICI so the recovery of O might be a better value which is why I started O position now.

[@markeh1971]

@@glennshoemake4200Hi I see a lot about using this for a steady monthly paying share and holding for the long term. I currently have a small self managed pension in the UK and at these undervalued prices it looks attractive as a long term hold and offers diversification away from the UK market. Interest rates are currently making a lot of shares look undervalued with strong core businesses underlying it. Take care and remember it goes up and down but as long as the dividend keeps rolling in and the business is sound then just enjoy the ride. M.

[@yungthugmuffin4179]

i’m very new to dividend investing but i recently bought 2 shares in O and i definitely plan on getting more

[@GENJA165]

(Newbie asking): Why don't you use the Net Asset Value Valuation is this specific case?

[@TheDividendAristocrat]

Great analysis! Just recently made a video about them myself. Been picking up a bunch of shares these past couple months.

[@superflyp0]

O yes….., I HAVE TEN SHARES RIGHT NOW. LOOKING TO HAVE 1000 AM MONTH DIVIDENDS . LONG WAY TO GO,BUT I WILL MAKE IT🎉

[@jackroxburgh144]

Go o

[@gilhodges7260]

Own and love everything you said here.

[@morykeita310]

What are your thoughts on RITM ?

[@neitui2865]

Good talk but should talk about O’s debt which is the reason fir its price trend down

[@theegress3131]

Request for AGCO stock analysis

[@Aesyrbane]

I am nervous about Realty Income right now due to its increasing shares outstanding and the payout ratio has been blowing out for a while now. They are borrowing to meet their dividend obligstions.

[@Dividendology]

Their FFO covers their dividend. Nothing to worry about. Increasing shares outstanding is common way to raise capital for REITs.

[@jefflane4264]

I just joined paid Patreon but can’t see how to get Discord access?

[@Dividendology]

DM on patreon and I’ll send the link!