Cash Flow Matters: Two Cheap Stocks With Relatively Secure Dividends And Upside Potential

Jul. 08, 2025 7:15 AM ET, , , , , , , , , 13 Comments

Summary

  • Despite new S&P highs, I expect continued market volatility and see a 50/50 chance of recession in the next 6–12 months.
  • The Fed's reluctance to cut rates, ongoing trade tensions, and potential stagflation keep me cautious, even as market sentiment turns greedy.
  • Realty Income remains attractive for dividend investors due to its diversified portfolio, strong balance sheet, and proactive management despite tenant challenges.
  • Management's focus on divesting lower-quality assets and investing in higher-yield opportunities positions Realty Income well for future growth and stable income.
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Keyboard - Cash Flow Letters with Dollar Note

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Introduction

On Monday, June 30th, the S&P (SP500) made new highs after tariff trade deals seemed to make progress. The first half of the year saw muted gains as uncertainty increased regarding global trade policy, potential



This article was written by

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Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income and live off dividends in the next 5-7 years. I aspire to reach and help the hard working, lower and middle class workers build investment portfolios of high quality, dividend-paying companies. I also hope to give investors a new perspective to help them reach financial independence.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of VZ, ADC, VICI 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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SymbolLast Price% Chg
SP500--
S&P 500 Index
O--
Realty Income Corporation
ADC--
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VICI--
VICI Properties Inc.
WBA--
Walgreens Boots Alliance, Inc.

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