SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
SocialPicks Community
Bullish on O ...
O
|
|
|
+21.96%
in
228 days
Realty Income Corporation engages in the acquisition and ownership of commercial retail real estate properties in the United States. The company leases its retail properties primarily to regional and national retail chain store operators. As of December 31, 2006, it owned 1,955 retail properties located in 48 states, covering approximately 16.7 million square feet of leasable space. The company also held a portfolio of 60 properties through its wholly owned subsidiary, Crest Net Lease, Inc. (Crest), as of the above date. Realty Income Corporation has elected to be treated as a real estate i...
|
Bullish on O ...
O
|
|
|
+2.07%
in
497 days
These guys have a very smart real estate strategy. They are highly diversified, they only buy and lease back the most profitable properties, they reached a good deal with BUffets, and they pay a nice dividend. This is the stock in my portolio that gives a little tail wind.
|
Bullish on O ...
O
|
|
|
+15.12%
in
198 days
(closed on 03/23/07)
Realty Income has a tremendous track record, and should be play a part in every well-balanced portfolio. Their business model seems to be working and they are growing through acquistion at a healthy clip. Dividends are paid monthly at an attractive rate (even though you got to pay higher taxes on this type). Short term volatility is greatly reduced by the constant, growing dividend stream, which makes this a good stock to buy at every dip you can spot.
|
Bullish on O ...
O
|
|
|
+8.16%
in
1180 days
One of several retail REITs I’m reviewing today. O specializes in free-standing neighborhood retail properties.
With interest rates poised to rest from their recent upward pattern, it looks like retail could come into play. But individual stocks still seem way too dangerous. Gaming the guidance is way too much of a gamble nowadays, and the penalty fro being wrong is brutal. See, e.g., Chico’s FAS and Pacific Sunwear. REITs are a more intriguing play. Most yields are in the 3-5 percent range, the payouts are well covered by funds from operations, and the risks – weak consumer spending that ...
|
|
By
mhg
(-13.05% risk: aggressive)
09/05/06
|
Comment
|
From the Blogosphere
Shorting Winnebago, Realty Income: Not a Good Idea
<>I mentioned Winnebago (WGO) as a possible short. Their reports disclose a large potential liability (>$100MM) for repurchase of recreation vehicles. I asked investor relations whether that dollar amount was the total dollar amount of vehicles they could be required to repurchase, or if it was calculated as the maximum loss they could incur (repurchase price minus resale price) if forced to repurchase them? Turns out it is the former, which is not as bad. They only had $20,000 in losses from these repurchases in fiscal 2009. This is the type of trade I have to be careful about because I thin...
|
Ackman Explains Pairs Play: Corrections Corp and Realty Income
<>Bill Ackman's hedge fund Pershing Square Capital Management recently revealed their long position in shares of Corrections Corporation of America (CXW). At the Value Investing Congress, Ackman labeled CXW as 'one of the best real estate businesses around.' He also said that it could potentially make a nice pairs trade. While he didn't intend it to be this way upon execution, his short position in Realty Income (O) was also recently revealed a few weeks ago and he thinks it makes a nice short to complement the CXW long. (You can also view Ackman's presentation on Realty Income).
Embedded belo...
|
Ackman Explains Pairs Play: Corrections Corp and Realty Income
<>Bill Ackman's hedge fund Pershing Square Capital Management recently revealed their long position in shares of Corrections Corporation of America (CXW). At the Value Investing Congress, Ackman labeled CXW as 'one of the best real estate businesses around.' He also said that it could potentially make a nice pairs trade. While he didn't intend it to be this way upon execution, his short position in Realty Income (O) was also recently revealed a few weeks ago and he thinks it makes a nice short to complement the CXW long. (You can also view Ackman's presentation on Realty Income).
Embedded belo...
|
Ackman Shorts Realty Income, But Is It a Good Idea?
<>We have taken a second look at the concerns raised by Ackman now that we have a copy of his short thesis on Realty Income (O) in PowerPoint and have come up with the following observations. For those who do not subscribe to my blog, I have decided to make a significant portion of my real estate analysis available to the public, so as to fully communicate the apparently unforeseen cash flow and valuation situations of some of these REITs. This is in anticipation of a slew of fresh REIT short candidates to be delivered to subscribers in the upcoming weeks. I feel the sector is ripe for a revi...
|
Notes from the Value Investing Congress: Day 2
<>Tuesday, we posted up a collection of notes from the first day of the Value Investing Congress where we detailed investment ideas from David Einhorn, Julian Robertson, and more. Today we're back with notes from the second day [Wednesday] of the conference with picks from Pershing Square's Bill Ackman, Eric Sprott of Sprott Asset Management, and Whitney Tilson's hedge fund T2 Partners. Let's get to the ideas:
Bill Ackman, Pershing Square Capital Management
Ackman has been focused a lot on REITs lately. Readers are well aware of his position in General Growth Properties (GGWPQ.PK) and just rece...
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Visit streetinsider.com
Be the first to start a discussion and earn 2 points.
More Resources
|
About Realty Income Corp
- Answers.com
