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Valuentum Commentary
Oct 4, 2024
Dividend Increases/Decreases for the Week of October 4
Let's take a look at firms raising/lowering their dividends this week. Jul 5, 2024
Dividend Increases/Decreases for the Week of July 5
Let's take a look at firms raising/lowering their dividends this week. Apr 19, 2024
Dividend Increases/Decreases for the Week of April 19
Let's take a look at firms raising/lowering their dividends this week. Aug 2, 2023
ICYMI: Let’s Play Devil’s Advocate: What’s the Bear Case for Realty Income?
Image Source: Realty Income. It’s helpful to challenge one’s thesis on a favorite idea every now and then, and we’ve done just that with Realty Income in this article. We see three areas of weakness at Realty Income that could challenge our bullish take on the name: 1) its retail exposure, 2) its financial leverage and arguably unwarranted investment-grade credit rating, and 3) the current rising interest rate environment. Perhaps the most compelling component of the bear case on Realty Income is its massive net debt position and present value of future dividend liabilities that dwarf its annual operating cash flow. The REIT business model isn’t as attractive as many make it out to be. Jan 20, 2023
Why Are the Dividends of REITs So Risky?
REITs, as measured by the Vanguard ETF (VNQ), have generated a total return of 39.5% since the beginning of 2015 through the end of 2022, an eight-year period that has translated into a measly compound annual return of just 4.25%. This compares to a total return of the Vanguard S&P 500 ETF (VOO) of 116.3%, which translates into a compound annual return of 10.1% over the same time period. Not only have REITs underperformed terribly during the past 8 years, but there have been more than 100 dividend cuts by REITs over this time period, too. REITs just aren’t what some make them out to be. Be careful. Oct 7, 2022
Dividend Increases/Decreases for the Week of October 7
Let's take a look at firms raising/lowering their dividends this week. Jul 23, 2021
Dividend Increases/Decreases for the Week July 23
Let's take a look at companies that raised/lowered their dividend this week. Nov 29, 2019
Dividend Increases/Decreases for the Week Ending November 29
Let's take a look at companies that raised/lowered their dividend this week. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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