Looking for Passive Income? These 3 High-Yield Dividend Stocks Cut You a Check Monthly.
Dividend-paying stocks consistently outperform those that don't pay a dividend.
ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside - Here's Why
ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside – Here's Why
2 Overpriced REITs To Avoid And 1 Better Buy
Not all REITs are worth buying. Some very popular REITs are today overpriced. I present two of them to avoid and one better alternative.
Rates Up, REITs Down! It's Opportunity Cost
The recent 75 basis point rise in the 10-year treasury yield has led to a significant selloff in net lease REITs. Despite strong earnings, REITs like O and ADC have seen stock price declines due to increased opportunity costs from higher treasury yields. This market shift presents a buying opportunity for investors, as many REITs now offer higher dividend yields and discounted prices.
Agree Realty: A Strong Performance, But Preferreds Getting Less Attractive
Agree Realty's preferred dividends are extremely well-covered, requiring less than 2% of core FFO and AFFO, making them one of the safest in the REIT sector. The REIT's balance sheet is robust, with $5.3B in equity and only $175M in preferred equity, providing a significant cushion for preferred shareholders. The preferred shares offer a 5.27% yield but have become less appealing due to a 15% price increase and a relatively low mark-up over the 5-year US Treasury yield.
2 REITs To Avoid And 1 Strong Buy
Not all REITs are worth buying. This is a vast sector, and you need to be very selective. I highlight 2 REITs to sell and a better alternative.
Agree Realty: Quality Always Rises To The Top
Agree Realty remains a top-quality REIT with strong fundamentals, despite a less attractive yield compared to a year ago, offering solid long-term upside potential. The company has demonstrated robust growth in AFFO and core FFO, with effective capital allocation and a forward-looking management team driving performance. Agree Realty's fortress balance sheet, low leverage, and significant liquidity position it well for future investments and price appreciation in a lower interest rate environment.
If I Could Own Only 4 Stocks In Retirement, It Would Be These
For retirees, I advise to own high-quality assets that balance growth, income, and stability. My preferred asset allocation includes 70% in equities and dividend-focused ETFs, 20% in short-duration fixed-income assets, and 10% in liquid savings. For equities, I prioritize blue-chip stocks with consistent dividend growth and non-cyclical earnings, which help offset market fluctuations and inflation pressures and ensure steady retirement income.
Brace For Volatility
U.S. equity markets snapped a six-week winning streak, while benchmark interest rates surged to three-month highs as investors braced for a volatile two-week stretch of market-moving events. Another surprisingly solid slate of domestic economic data - highlighted by improved jobless claims and consumer sentiment reports - lifted the U.S. Economic Surprise Index to the highest-level since April. Retreating from record-highs, the S&P 500 finished lower by 1% on the week, declining for just the second time in the past twelve weeks. Rate-sensitive segments and small-caps were laggards.
Agree Realty Q3 Earnings: Buying What They Are Selling
Agree Realty is a net lease REIT investing in single tenant retail properties and ground leases around the country. ADC reported Q3 earnings which were aligned with expectations. We talk cost of equity and explain what ADC's low yield means for the REIT and shareholders.
What I Wish I Knew Before Becoming A REIT Investor
REIT investing is more complicated than it may seem. There are many potential pitfalls that could ruin your returns. I share my 5 biggest lessons as a decade-long REIT investor.
This 4%-Yielding Dividend Stock Is Stepping on the Accelerator
Agree Realty offers an attractive and steadily rising stream of dividend income.
