Realty Income Corp. (O)

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  • commenter
    Aug 31 04:57 AM
    My Website
    Stocks That Pay Monthly Dividends [view article]
    How about BTF? Reply
  • commenter
    Aug 18 02:54 PM
    4 Qualities of the Best Dividend Stocks [view article]
    Either you buy what you know, or you diversify.

    I personally don't understand Blackbox financials running on massive leverage.

    Reply
  • commenter
    Aug 18 01:51 AM
    4 Qualities of the Best Dividend Stocks [view article]
    Good article.. I think your minimum yield standard is way to low in todays market.
    " ..2.5% or 1.9% " whoa.. you are in the inflation hole at the git go.
    There are many good companies out there today that are paying a lot more with moderate risk.
    The dividend is part 1 , there's gotta be price appreciation down the road.
    For me, 4% is min. and I have been scooping up those and those with much higher payouts. ( the higher risk is ok with me )
    ps. I agree with you on Realty Income.. great dividend company.
    Reply
  • commenter
    Aug 18 12:00 AM
    4 Qualities of the Best Dividend Stocks [view article]
    "Everyone cares about the stock's potential to decline in price."

    Not really. If I'm trading it, that's kind of central to the whole thing. If I'm investing, though, who cares? After all, if it pays a nice dividend, that dividend is safe, and that dividend is growing, what difference does it make what the market price is? Frankly, lower is better; you can buy more. Obviously, if the stock price falls because the dividend is cut, that's a whole different kettle of fish - but the problem is the cut, not the price drop.
    Reply
  • commenter
    Aug 06 04:21 AM
    Realty Income: Dividend Analysis [view article]
    good stuff as always, thank you Reply
  • commenter
    Aug 05 07:42 PM
    My Website
    Realty Income: Dividend Analysis [view article]
    I've owned this stock for several years in an IRA, and its a steady, reliable performer. The company seems to do a good job of screening acquistions, and is careful not to overpay for them. I've added to the position on "dips" (far and few between). Around $25, I'd consider it a "buy", and should it dip back towards $23, back up the truck.

    old trader
    Reply
  • commenter
    Aug 05 11:23 AM
    Realty Income: Dividend Analysis [view article]
    "vacancy ratio is something that worries me right now" - thats why I've had this stock on my watch list for a while now. Waiting for lower entry point. Love the idea of monthly div's in my IRA. Reply
  • commenter
    Aug 04 11:45 AM
    My Website
    Realty Income: Dividend Analysis [view article]
    vacancy ratio is something that worries me right now. I think it will probably get worse in the near future. However, the stock may look attractive if the prices go lower. Reply
  • commenter
    Aug 04 10:10 AM
    My Website
    Realty Income: Dividend Analysis [view article]
    Dobromir,

    Good analysis. Realty Income is one of my favorite dividend-paying stocks. I own it in both my "published" and personal portfolios. I love the "Monthly Dividend Company" slogan--it is a good insight into the dividend intentions of the company.

    And you are right, a high payout ratio in a REIT must be considered in light of the legal requirements to be formed as a REIT. By choosing this form of corporate organization, a company avoids taxes at the company level. The downside to an investor is that REIT dividends are taxed to the shareholder at his or her individual tax rate, not at the special 15% tax rate for most dividends.

    Dave
    Reply
  • commenter
    Aug 03 07:59 PM
    3 Portfolios for a Steady Cash Flow [view article]
    I agree 100% with PWE, ERF and HTE as good investments that pay healthy dividends from stable companies in Canada. These Canadian companies offer an automatic hedging against the US dollar. The dividends automatically increase in response to the falling US dollar.

    I also recommend COSWF. The dividend is about 8.5% currently, but as they have been paying off their debt, the dividends have been consistently increasing since 2005. It responds very well to rising oil prices, I have see it go from $22 in late 2005 to $52 currently.

    Kurt Wulff who writes articles for SA predicts more dividend increases for COSWF. He has accurately predicted previous dividend increases for COSWF. He likes PWE and ERF as well.
    Reply
  • commenter
    Aug 02 03:07 PM
    My Website
    3 Portfolios for a Steady Cash Flow [view article]
    Investors looking at the Canadian Oil Trusts should take note that many of their share prices were right where they are now or higher when oil was trading at $70.00 a barrel. Further, the yields on these issues should not be treated with skepticism but embraced as sound and reliable. Canada is the number one oil reserve nation. Russia and the Saudi Arabia are both below Canada in reserves. Canada has well over a 100 year supply of oil at 2005 proven reserve levels. Much more oil will be found in Canada in my opinion. PGH, PWE, HTE, PVX and AAV need to be considered if you are looking for Monthly income and you can hold these issues for at least 5 years. Reply
  • commenter
    Jul 26 04:21 PM
    3 Portfolios for a Steady Cash Flow [view article]
    The author makes a compelling argument to those of us looking for a monthly income. I think, however, he overlooks one very important point when comparing a fixed-rate one-life annuity against this income generating portfolio and that is at the end of term (when you die), the annuity ends but the stock portfolio remains. In addition, the stock portfolio will offer somewhere between a little and a lot of inflation protection through dividend increases and potential capital gains.

    To Darkseas - you are correct about the 15% Canadian withholding and the tax is lost if you hold the Canroys in an IRA of Roth. Holding them in a taxable account however will let you claim those taxes as a credit on your U S income tax, in effect giving you the full benefit of the 12 - 14 % yields currently being paid.

    Long SJT ERF PWE O
    Reply
  • commenter
    Jul 25 06:43 PM
    3 Portfolios for a Steady Cash Flow [view article]
    It's important to note that HTE, ERF, and PWE are Canadian companies. That means that they must withhold 15% tax on the distribution.

    I'm not an accountant, but I believe that if you hold the stock in a tax-deferred or tax-free (Roth) account, you cannot deduct that tax. The Canadian companies tend to have higher payouts, and you should do the math to see if that compensates.

    Canada is considering legislation to substantially increase the tax on distributions from pass-through entities. The current proposal includes a phase-in until 2011, but it's not clear how things will turn out.

    Bottom line: If you're paying U.S. taxes, it's probably less of a hassle to go with CRT, SJT, and/or HGT.
    Reply
  • commenter
    Jul 25 05:43 PM
    3 Portfolios for a Steady Cash Flow [view article]
    Mr. Kosnett, you just made my "Favorite Authors" list (there are two of you now...) Great article! Reply
  • commenter
    Jul 25 01:26 PM
    My Website
    3 Portfolios for a Steady Cash Flow [view article]
    regardless if you are working or retired bear in mind that the 5 daily needs are rising at app. 15-16%.so these returns are better than most but not quite good enough.i have no agenda or connections but check out FRO & NAT.no one has figured out a way to pave over the ocean & oil can be piped or shipped. so these co's with their doubled hull tankers will do well in the near future. Reply