Since our last bullish thesis , Realty Income (NYSE: O ) has surged nearly 20% since July, driven by anticipated rate cuts from the Federal Reserve. We maintain our strong buy Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools ...

Group 1: Realty Income - Realty Income is known as "the monthly dividend company" due to its 12 annual dividend distributions, offering a yield of 5.13%, significantly higher than the S&P 500 average of 1.32% [2] - The company focuses on stable industries such as grocery stores, convenience stores, and dollar stores, making it resilient in various economic conditions, especially with a 35% recession probability forecasted by J.P. Morgan Chase [3] - Realty Income has a market cap of $54 billion, making it the seventh largest REIT globally, which may pose challenges in finding new properties while maintaining quality standards, although international expansion presents long-term opportunities [4] - Approximately 11.2% of Realty Income's annual rent is derived from the U.K., indicating that Europe is expected to play a more significant role in the company's future business [5] Group 2: Phillip Morris International - The tobacco industry is traditionally favored by income-focused investors due to its habit-forming products, which maintain consumer demand regardless of economic conditions [5] - Phillip Morris is transitioning from traditional combustible cigarettes to alternative products like Iqos, which heats tobacco instead of burning it, in response to health-related challenges [6] - In the second quarter, Phillip Morris reported a 9.6% increase in net revenue to $9.5 billion, driven by a 13.1% volume increase in heated tobacco products and a 20% increase in oral nicotine products, with the smoke-free segment achieving a gross profit margin of 22.2% compared to 5.5% for combustibles [7] - The company offers a dividend yield of 4.47% and has increased its payout for 15 consecutive years, although it has suspended share repurchases until at least 2026 to focus on debt reduction following a $16 billion acquisition of Swedish Match in 2022 [8] Group 3: Investment Comparison - Both Realty Income and Phillip Morris International are considered excellent long-term investments, but they cater to different investment strategies [9] - Realty Income provides a larger dividend yield and a more stable business model, while Phillip Morris is expected to achieve greater stock-price appreciation through its shift to higher-margin alternative products [9]

First Realty Income tried to look more like W.P. Carey. Now W.P. Carey is trying to look more like Realty Income. There's no way to dispute the dominance of Realty Income (O 1.53%) as a net lease real estate investment trust (REIT). It is roughly four times larger than its next closet rival, W.P. Carey (WPC -1.39%). The interplay between these two REITs, however, is kind of interesting. Right now, W.P. Carey is trying to look more like its larger competitor, but that wasn't always the case. What does Realty ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios. I don't know about you, but I get more excited when a stock that I'd like to own more of falls in price rather than go up. That's because my strategy is to ...

Here are more of the features available to you. And there's nothing to lose with our FREE 2-week trial. Just click this link . Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited access to our multi-year Archive of articles. Brad, along with HOYA Capital, lead the investing g ...

Dividend stocks can provide stability during rough times like today. In this video, I will be talking about two dividend-paying companies you might want to add to your portfolio as interest rates come down. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Sept. 16, 2024. The video was published on Sept. 17, 2024. ...

There's more to this stock than just its high payout. Finding a quality dividend stock can be hard these days. Economic conditions aren't ideal and if you're not careful, relying on a risky dividend with a high yield can spell disaster for your recurring income if rates are cut unexpectedly. If you're looking for a dividend stock to build your portfolio around or just want a high yield to add, one excellent investment to consider is Realty Income (O -0.48%). The real estate investment trust (REIT) can tick ...

This dividend payer has a strong track record. Almost no one becomes a millionaire overnight, but the great thing about the stock market is that it can help almost anyone become wealthy over time. The S&P 500 has historically delivered a compound annualized return of 9% with dividends reinvested. With results like that, if you invested $1,000 a month every month for 25 years, you would have a portfolio worth more than $1 million. Investing in an S&P 500 index fund is an easy way of getting results that clos ...

Realty Income Corp. (O) closed at $62.49 in the latest trading session, marking a -0.3% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.03%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq gained 0.2%. Heading into today, shares of the real estate investment trust had gained 2.99% over the past month, outpacing the Finance sector's gain of 2.72% and the S&P 500's gain of 1.54% in that time. Analysts and investors alike will be keeping a close eye on ...

Dividends are regular payments companies make to shareholders from their profits. Dividend stocks represent ownership in these companies that consistently distribute a portion of their earnings. Monthly dividend stocks are a subset that pays dividends every month instead of quarterly. These stocks are often favored by investors seeking regular income streams. Dividends can provide a steady cash flow and potentially offset market volatility. Investing in monthly dividend stocks can offer several advantages. ...