Realty Income Makes A Dumb Choice

Summary

• Realty Income Corporation is pursuing aggressive growth at the expense of sustainable long-term margins.
• The company is acquiring Spirit Realty Capital, Inc. in an expensive deal that may not provide significant benefits.
• Investors can consider using options to take advantage of Realty Income's declining share price and high dividend yield.
• The Retirement Forum members get exclusive access to our real-world portfolio. See all our investments here »

kate_sept2004

Analyst’s Disclosure: I/we have a beneficial long position in the shares of O either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.