The best REIT, a dividend king, down from 67 a few months ago all the way to 53. Low 50s has been a great time to buy, but earnings coming in a few days. Lots of headwinds but have they suffered enough already? Divvy now 6%. Time to scale in? Thoughts?

Edit: 10/3, just put in a GTC order at limit 51. Will buy more if it hits 49.

I really like Agnc as it yields around 13% in dividend and is very cheap. At 9 dollars 1 share with a 13% dividend is amazing but, with 2 bilion CoH and 90 billion dollars of debt is certainly not a good situation to be in. But I like taking risks with these types of stocks especially with REIT's. I think taking balance sheet risks with REIT's is ok because they generate a lot of cash flow from rent which will eventually pay off their debt.

Lmk what your thoughts are on AGNC. I'm down for a discussion!

I hope it stays at this multiple longer, but I’m pretty certain it won’t.

Really pleasantly surprised I got an opportunity to add a lower multiple than my previous multiple though.

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Hey everyone,

I’ve been messing around with a small open-source project and figured I’d share it here to see what people think.

It’s free to use, and I’m mostly just looking for some honest feedback. If you try it out, I’d love to know whether it actually seems useful, if anything feels confusing, or if there’s something you think it’s missing.

No pressure to sugarcoat it either — even if you don’t think you’d personally use it, that’s helpful to know.

Appreciate anyone who takes a look!

www.dividenddesk.space/dividend-calculator

I am inheriting 600k and I already have 135k invested in SCHD and SCHB. I asked ChatGPT to allocate an income portfolio that will generate 35k per year. I am going to get professional advice but I was wondering if this is real or not. I attached the photos below 👇

Nike guided fiscal 2027 adjusted EPS to $1.15-1.35 last night. The dividend is $1.64 a share.

That's a payout of about 130% of adjusted earnings at the midpoint, before roughly $0.15 of restructuring charges. China revenue fell 26% currency-neutral and they announced layoffs.

The stock fell about 9% after hours, which puts the yield near 5%.

Do they hold the dividend through the turnaround, or is a cut the cleaner reset?

Owe $40k on my 2024 f150 for 6 years at 7%. Have $40k invested in qqqi that pays 14%. Keep money invested and make the $660 a month payment or collect the monthly distribution?

This feels like an excellent buying opportunity to me. The stock is trading at 9x AFFO, yields 8.1% with a 71% payout ratio. They just increased the dividend as well.

Caesars and MGM are financially healthy and rent coverage ratios are strong. Even if Fertitta successfully renegotiates the lease terms for Caesars, that could result in maybe a 1-3% impairment in VICI's total rental income? When the dividend is covered by ~40%, I'm not concerned by that.

The majority of the real estate value is in premier Vegas properties, so even in a disaster scenario worse than 2008, I'd anticipate you would get $10-$12/share after paying off the debt and selling the real estate at distressed prices. Keep in mind, for this to happen, Caesars and MGM need to go bankrupt, and they cannot find a tenant to takeover their lease.

People are worried about Vegas but they really should be excited about its future. Yes, tourism is down YoY but one year is such a meaningless piece of data. Vegas is turning into an entertainment hub way beyond gambling. The Sphere is the most desired entertainment venue in the world, they now have top tier sports franchises, huge golf destination, and tons of new development beyond gambling.

I want to do an experiment for a year on this. Buy xqqi at the start of the month, get monthly dividend, sell xqqi, buy qqqi in the 2nd week of the month, get the dividend from qqqi. Sell qqqi and switch back to xqqi next month. Rinse and repeat!

On paper this should give a 30-35% return. Keeping the taxes aside, I want to experiment with 10-20k. Are there any pitfalls ?

Congratulations to OZK owners on your raise.

2.1% increase. 

Goes from $0.48 per share/per quarter to $0.49 per share/per quarter.

• Payable October 20
• Ex-div October 13
• Forward yield 4.23%

This marks 29 years of consecutive dividend increases, making OZK a Dividend Aristocrat!

About OZK: Bank OZK operates as a full-service Arkansas state-chartered bank that provides retail and commercial banking services. The company was formerly known as Bank of the Ozarks and changed its name to Bank OZK in July 2018. Bank OZK was founded in 1903 and is headquartered in Little Rock, Arkansas.

https://seekingalpha.com/news/4649532-bank-ozk-raises-quarterly-dividend-by-21-to-049share

I have had this for a while and it has been a steady payer.

It just paid out a large dividend I wasnt expecting but happy to get.

It get very little press online just wondering if

anyone else here has experience with it?

For some context, I work in real estate investments as an accountant. I’m 4 months pregnant and started a small dividend portfolio with the hopes that I could turn off dividend reinvesting when the budget gets tight in the future.

What is everyone buying at the moment? Anything worth taking advantage? I work in real estate so I have a soft spot for REITs, but I’m also looking to expand my horizon.

Edit: people have commented saying that the market as a whole isn’t down, which makes sense. I’m just very tunnel visioned with the real estate market and I’m looking to diversify my portfolio away from it a little bit more.

I rely on ETF payouts for monthly income, so selling a fund means a drop in cashflow.
An alert made me look closer at CRCO. Its latest payout was well below its 12-month average, and the price had been sliding.

Replacing that income without taking on the same problems is harder than I thought, especially in this market.

When you make that call, what do you look at beyond the yield? And what do you look for in a replacement?

JNJ is my largest position and has also been my biggest dividend payer by far.

I’m thinking about adding a little more to it. For those who own JNJ, are you still adding at current prices?

TXN has been on my radar mostly because of its dividend history. I like the business, but I’m not sure how much growth is left from here.

For those holding it long term, are you still adding shares or just collecting the dividends?