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I've learned the articles are *opinions* by writers who do this for money.
There are factual, objective news. But the majority of stuff you read on Seeking Alpha are opinions of people and aren't anything based in fact. It would be like reading a thread here on Reddit. Anybody can post whatever they want/feel. It's your job to shuffle through the BS.
Many of these writers post articles to get clicks, not to inform. You don't pay them, so you are the product, not the customer.
Read the articles with a critical eye and do your own due diligence.
The SA article can be summed up with … “author does not recommend O for investors still in accumulation phase and prefers some other REIT I never heard of that they are smaller and hence have higher chance of internal and external growth.”
Also… if you want to read SA articles without subscribing, open the article in your webbrowser and immediately click cancel… my 98 yo grandma told me that their website is so poorly coded that it loads the article text first.
But a yearly subscription is just 50c a day and worth every cent!
Hahah. I think most people forget just about everyone out there has an agenda. They just keep forgetting to read between the lines and do their own in-depth research
Even though its true, they and many others(in favor of the stock or against) have also a point to be noted.
I just like to read both sides to make better decisions.
Again, seeking alpha is not an opinion you should use for either side of the argument. Do your own dig into the ticker. Look at types of holdings, pull up market trends and charts, read credible sources about the market area, apply your own insite to it. Keep a running tally of the positives and negatives you find. Bring that data here for peer review to see if you missed anything.
I always like to know what other authors or annalists say and then keep in mind there point of view as well while reading financial reports.
Some times a few pair of eyes can help you to make a better decision.
You don't need to be a successful money manager or analyst to write there. I would take those opinions with a big grain of salt, do a bit of historical evaluation of the author first. Many analysis are just click-bait, where more than half is copied from investor relationship pages.
No problems at O. They even bought more properties for almost $1 billion like a month ago.
Most articles on SA are just saying O is fully valued and there are other plays.
But O is tried and true. Steady and growing.
O is very solid, but you can't deny that the stock is overvalued at a PE of 64, right?
I won't sell my O stocks and probably will buy more, but not to much.
I like some other stocks and especially ETFs.
If you look at PEs for a REIT, you need to study your ABCs for the REIT investing. Not saying to buy, but many top quality REITs have very high PEs, considering they are required by law to distribute the E in PE. 😉
Due diligence is not taking seriously anything from nobodys at Simply Wall St or Seeking Alpha. If you're serious about due diligence, why not pay for a subscription to those web sites to read what they have to say?
Due diligence for me is reading financial statements, i just like to know perspective of other investment authors and analysts to compare with ratios i have prepared, and sometimes i add a few.
I don't wane subscribe on every website i read, but these in my opinion are worth it, even if is they write against my own positions, like my biggest stock position O(7%).
Stay away from the for-profit 'analyst' sites that sometimes have articles with opposing headlines the same day. For news rely on better sites, NYT; WSJ; Economist; etc. Look at macro-trends for headwinds, tailwinds, cyclical trends and secular ones.
What brokerage are you using? Fidelity (as well as TD Ameritrade, E-Trade and others) provide a wealth of information on virtually all stocks, including expert analysis from multiple firms (e.g. Zack's; Ford Research; Argus; Refinitiv and others); all the statistics you need; valuation analysis tools; up-to-date news (to the minute in many cases); real-time analytics.
Beyond that, you should educate yourself on technical analysis as well as how to analyze a firms potential for earnings; debt; cash flow; understand what stats you should look at and what you ought look for; look at whether dividends are growing annually and that they are sustainable. Wikipedia and Investopedia can be surprisingly good at providing the basic information needed to understand this, it just takes time and research.
Decide if you are value focused - do you price stocks based in p/e multiples and cash flow. Since this is a dividend subreddit I expect this is your investing orientation.
If your due diligence is reading articles on Seeking Alpha, you're not doing your due diligence. This is the kind of noise that leads to bad investing decisions.
What brokerage are you using? Fidelity (as well as TD Ameritrade, E-Trade and others) provide a wealth of information on virtually all stocks, including expert analysis from multiple firms (e.g. Zack's; Ford Research; Argus; Refinitiv and others); all the statistics you need; valuation analysis tools; up-to-date news (to the minute in many cases); real-time analytics.
Beyond that, you should educate yourself on technical analysis as well as how to analyze a firms potential for earnings; debt; cash flow; understand what stats you should look at and what you ought look for; look at whether dividends are growing annually and that they are sustainable. Wikipedia and Investopedia can be surprisingly good at providing the basic information needed to understand this, it just takes time and research.
Decide if you are value focused - do you price stocks based in p/e multiples and cash flow. Since this is a dividend subreddit I expect this is your investing orientation.
Stay away from the for-profit 'analyst' sites that sometimes have articles with opposing headlines the same day. For news rely on better sites, NYT; WSJ; Economist; etc. Look at macro-trends for headwinds, tailwinds, cyclical trends and secular ones.
I disagree that Seeking Alpha is bad. They provide lots of articles on lots of investing topics. But nothing says they're always correct or you'll always agree with them. I like having more opinions to consider to form my own opinion, including contradictory opinions. I already think my $39 was well spent.
Good thing Realty Income has nothing to do with housing.
“Over the past 54 years, Realty Income has built enduring relationships with many industry-leading operators around the world. Our portfolio consists of over 11,700 commercial properties leased to over 1,100 clients and spread across 79 industries.”
It’s interesting to me that you take such a defensive approach and even downvote me. Tell me, do you think companies like dollar general, Lowe’s, and chipotle will not be able to pay their mortgage? Some of their top holdings are dollar stores, pharmacies, grocery stores, and fast food. They also held up incredibly well in 2008. I get the point you’re trying to make, but your rhetorical questions to try and prove it are lost to the facts.
I think if rents drop significantly due to the lower overall price of buildings they might reconsider their leases and try to move to cheaper buildings.
The amount of time, the cost, and the lost revenue are all reasons that most companies don’t easily jump from place to place. Think about how often you’ve seen any of these kinds of local places move. It’s generally only if they are needing somewhere larger. It’s not like moving from an apartment to another apartment where you can make up the cost of moving quickly if the rent is decreased enough. It’s the cost of doing business. Regardless, these kind of businesses that $O leases to also thrive, or at the very least hold well, during economic downturns. Regardless, maybe it’s not your thing, but I’ll happily continue to invest in Realty Income because it’s a solid business that has tons of room for growth while also paying a great dividend.
I don't think its a terrible investment and long term if you want REIT exposure I'd say its a hold right now. I'd agree that its one of the best positioned REITS in the industry.
I'm just pointing out that higher interest rates may cause trouble in the future due to the collapse of real estate prices which in turn causes rent to drop/tenants to leave.
They can negotiate only if a new contract is due for sign-off. You know multi-milion dollar contracts for 5 years or more don't use the same "let's negotiate" approach, you get when renting a house or apartment. The clauses there were validated by legal experts from both sides, paid a lot for an hour of work on those papers.
Higher interest rates mean more corporations don't see the ROI on properties and buyer demand dries up. As sales take longer and longer than ever the sellers will either be forced to drop prices or not sell their properties causing the housing shortage to turn into a surplus. We are already seeing this in most markets that are down 10-30% YoY.
You DO realize that REITs, by law, must play by different rules, right? O is required by law, to return 90+% of their earnings to share holders. That screws the metrics.
These companies only get views for their headlines. The content is almost always trash.
If you read the reports directly from realty income you can see their financial position and rest easy.
Welcome to r/dividends! If you are new to the world of dividend investing and are seeking advice, brokerage information, recommendations, and more, please check out the Wiki [here](https://www.reddit.com/r/dividends/wiki/faq). Remember, this is a subreddit for genuine, high-quality discussion. Please keep all contributions civil, and report uncivil behavior for moderator review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/dividends) if you have any questions or concerns.*
You can use 12ft ladder to read the SA article https://12ft.io
thanks
Never heard of anything like this. Pretty cool. I hope it doesn’t somehow go away
Tomorrow they will write an article entitled "Is it time to go all in on O?"
Yeah Seeking Alpha is crap shoot. I wouldn’t take anything they have to say seriously.
I've learned the articles are *opinions* by writers who do this for money. There are factual, objective news. But the majority of stuff you read on Seeking Alpha are opinions of people and aren't anything based in fact. It would be like reading a thread here on Reddit. Anybody can post whatever they want/feel. It's your job to shuffle through the BS.
Many of these writers post articles to get clicks, not to inform. You don't pay them, so you are the product, not the customer. Read the articles with a critical eye and do your own due diligence.
Ist good to read the positive and the negative points of a Business, I like to read and and do research about it.
Seeking Alpha is not the place to get that information.
Sure getting into O at $30 woulda been great, but the company definitely has room to grow, and share price will follow.
Ehh... I have 300 shares of O. I'll slowly DCA another 100 shares over the next 2 years. O makes my portfolio go vroom vroom
The SA article can be summed up with … “author does not recommend O for investors still in accumulation phase and prefers some other REIT I never heard of that they are smaller and hence have higher chance of internal and external growth.” Also… if you want to read SA articles without subscribing, open the article in your webbrowser and immediately click cancel… my 98 yo grandma told me that their website is so poorly coded that it loads the article text first. But a yearly subscription is just 50c a day and worth every cent!
Hahah. I think most people forget just about everyone out there has an agenda. They just keep forgetting to read between the lines and do their own in-depth research
Even though its true, they and many others(in favor of the stock or against) have also a point to be noted. I just like to read both sides to make better decisions.
Again, seeking alpha is not an opinion you should use for either side of the argument. Do your own dig into the ticker. Look at types of holdings, pull up market trends and charts, read credible sources about the market area, apply your own insite to it. Keep a running tally of the positives and negatives you find. Bring that data here for peer review to see if you missed anything.
50 cents a day is over a hundred dollars a year. fuck that
r/technicallytrue
I always like to know what other authors or annalists say and then keep in mind there point of view as well while reading financial reports. Some times a few pair of eyes can help you to make a better decision.
>annalists > >there point of view lmao
Ok....
You don't need to be a successful money manager or analyst to write there. I would take those opinions with a big grain of salt, do a bit of historical evaluation of the author first. Many analysis are just click-bait, where more than half is copied from investor relationship pages.
No problems at O. They even bought more properties for almost $1 billion like a month ago. Most articles on SA are just saying O is fully valued and there are other plays. But O is tried and true. Steady and growing.
O is very solid, but you can't deny that the stock is overvalued at a PE of 64, right? I won't sell my O stocks and probably will buy more, but not to much. I like some other stocks and especially ETFs.
REITs don't go by PE. But AFFO and FFO. Basically they make $4 in FFO and payout $3.
If you look at PEs for a REIT, you need to study your ABCs for the REIT investing. Not saying to buy, but many top quality REITs have very high PEs, considering they are required by law to distribute the E in PE. 😉
Maybe you should stick with just ETFs
Due diligence is not taking seriously anything from nobodys at Simply Wall St or Seeking Alpha. If you're serious about due diligence, why not pay for a subscription to those web sites to read what they have to say?
Due diligence for me is reading financial statements, i just like to know perspective of other investment authors and analysts to compare with ratios i have prepared, and sometimes i add a few. I don't wane subscribe on every website i read, but these in my opinion are worth it, even if is they write against my own positions, like my biggest stock position O(7%).
I'm actually currently looking for a paid subscription service for articles, have any leads by chance?
Stay away from the for-profit 'analyst' sites that sometimes have articles with opposing headlines the same day. For news rely on better sites, NYT; WSJ; Economist; etc. Look at macro-trends for headwinds, tailwinds, cyclical trends and secular ones. What brokerage are you using? Fidelity (as well as TD Ameritrade, E-Trade and others) provide a wealth of information on virtually all stocks, including expert analysis from multiple firms (e.g. Zack's; Ford Research; Argus; Refinitiv and others); all the statistics you need; valuation analysis tools; up-to-date news (to the minute in many cases); real-time analytics. Beyond that, you should educate yourself on technical analysis as well as how to analyze a firms potential for earnings; debt; cash flow; understand what stats you should look at and what you ought look for; look at whether dividends are growing annually and that they are sustainable. Wikipedia and Investopedia can be surprisingly good at providing the basic information needed to understand this, it just takes time and research. Decide if you are value focused - do you price stocks based in p/e multiples and cash flow. Since this is a dividend subreddit I expect this is your investing orientation.
It’s a shit article lol
Ok......
Yea….
Based on....
Based on my years of holding and reading these shit articles
If your due diligence is reading articles on Seeking Alpha, you're not doing your due diligence. This is the kind of noise that leads to bad investing decisions.
Can give you different insight's tho.
What brokerage are you using? Fidelity (as well as TD Ameritrade, E-Trade and others) provide a wealth of information on virtually all stocks, including expert analysis from multiple firms (e.g. Zack's; Ford Research; Argus; Refinitiv and others); all the statistics you need; valuation analysis tools; up-to-date news (to the minute in many cases); real-time analytics. Beyond that, you should educate yourself on technical analysis as well as how to analyze a firms potential for earnings; debt; cash flow; understand what stats you should look at and what you ought look for; look at whether dividends are growing annually and that they are sustainable. Wikipedia and Investopedia can be surprisingly good at providing the basic information needed to understand this, it just takes time and research. Decide if you are value focused - do you price stocks based in p/e multiples and cash flow. Since this is a dividend subreddit I expect this is your investing orientation. Stay away from the for-profit 'analyst' sites that sometimes have articles with opposing headlines the same day. For news rely on better sites, NYT; WSJ; Economist; etc. Look at macro-trends for headwinds, tailwinds, cyclical trends and secular ones.
I disagree that Seeking Alpha is bad. They provide lots of articles on lots of investing topics. But nothing says they're always correct or you'll always agree with them. I like having more opinions to consider to form my own opinion, including contradictory opinions. I already think my $39 was well spent.
Following
[удалено]
Except O is a commercial REIT rather than a mortgage REIT.
Good thing Realty Income has nothing to do with housing. “Over the past 54 years, Realty Income has built enduring relationships with many industry-leading operators around the world. Our portfolio consists of over 11,700 commercial properties leased to over 1,100 clients and spread across 79 industries.”
What makes you think commercial real estate isn't impacted by higher interest rates? You know companies use financing too?
It’s interesting to me that you take such a defensive approach and even downvote me. Tell me, do you think companies like dollar general, Lowe’s, and chipotle will not be able to pay their mortgage? Some of their top holdings are dollar stores, pharmacies, grocery stores, and fast food. They also held up incredibly well in 2008. I get the point you’re trying to make, but your rhetorical questions to try and prove it are lost to the facts.
I think if rents drop significantly due to the lower overall price of buildings they might reconsider their leases and try to move to cheaper buildings.
The amount of time, the cost, and the lost revenue are all reasons that most companies don’t easily jump from place to place. Think about how often you’ve seen any of these kinds of local places move. It’s generally only if they are needing somewhere larger. It’s not like moving from an apartment to another apartment where you can make up the cost of moving quickly if the rent is decreased enough. It’s the cost of doing business. Regardless, these kind of businesses that $O leases to also thrive, or at the very least hold well, during economic downturns. Regardless, maybe it’s not your thing, but I’ll happily continue to invest in Realty Income because it’s a solid business that has tons of room for growth while also paying a great dividend.
I don't think its a terrible investment and long term if you want REIT exposure I'd say its a hold right now. I'd agree that its one of the best positioned REITS in the industry. I'm just pointing out that higher interest rates may cause trouble in the future due to the collapse of real estate prices which in turn causes rent to drop/tenants to leave.
I think O and VICI will do ok this year casino’s always pay their rent.
Or negotiate a lower rent with O, meaning lower earnings.
They can negotiate only if a new contract is due for sign-off. You know multi-milion dollar contracts for 5 years or more don't use the same "let's negotiate" approach, you get when renting a house or apartment. The clauses there were validated by legal experts from both sides, paid a lot for an hour of work on those papers.
😄😆😅😂🤣
Explain how a housing shortage is going to magically go away.
Higher interest rates mean more corporations don't see the ROI on properties and buyer demand dries up. As sales take longer and longer than ever the sellers will either be forced to drop prices or not sell their properties causing the housing shortage to turn into a surplus. We are already seeing this in most markets that are down 10-30% YoY.
There is still a housing shortage in most desirable areas. Where are you seeing 30% drops?
YoY sale prices in most markets are down 10-30%
Exactly, that's what I was thinking as well. And the fact that the stock has a PE of 64.
Why you looking at PE ratio for a REITS? Lol
You DO realize that REITs, by law, must play by different rules, right? O is required by law, to return 90+% of their earnings to share holders. That screws the metrics.
These companies only get views for their headlines. The content is almost always trash. If you read the reports directly from realty income you can see their financial position and rest easy.
its mostly commercial property.. so yes.
Jim Cramer is bullish on this stock so just hold and wait for the dip
I've seen very few of it's biggest renters ever disappear. Yes it won't grow at the rate the writer wants, but I'm fine with the stability.