Comments on Dividend Growth Investor: Realty Income (O) Dividend Stock Analysis

Excellent information here. This fantastic article...

2011-04-13T23:26:56.783-07:00

Excellent information here. This fantastic article made me smile. Maybe if you throw in a couple of images it will make the whole thing more interesting.

Thanks for this description it is really a valuabl...

2011-03-21T23:54:37.158-07:00

Thanks for this description it is really a valuable information for us.It is beneficial for the economic growth.

It focuses on the individual stores that can cover...

2010-12-11T05:33:44.835-08:00

It focuses on the individual stores that can cover the rent in terms of cash flow. These contracts are not subject to change in case of failure the loss of leases that Justice throws.

Another reason may be to use stop-limit order . Th...

2010-09-13T08:43:15.368-07:00

Another reason may be to use stop-limit order . This is the real estate market, you can invest in REITs, buy real estate, and . Everything is easier now, if you want to retire and serve . You can not choose to invest in REITs resolution is 100 . REIT accounting is much easier to understand, in my opinion, than other companies. ...

The statistics seems to be pretty competitive and ...

2010-05-19T02:47:16.454-07:00

The statistics seems to be pretty competitive and upgrowing.Is this income is involved in your actual economic growth.I think it should be involved.Anyways thanks for the explanation.

Actually Realty Income does post its largest 10 te...

2010-02-01T06:15:42.830-08:00

Actually Realty Income does post its largest 10 tennants by revenue:

http://realtyincome.com/docs/pr_10_28_09.pdf (page 12)

I wonder how this short seller failed to find the list of tennants? Or does he have an agenda to claim that the list of tennants is "a secret".. ;-)

Paying the 7% annual dividend as a short seller is probably hurting too to Ackman;-)

Read more: http://www.marketfolly.com/2009/10/ackman-pershing-squares-realty-income-o.html#comment-31825576#ixzz0eIGwYsqY

I'm also long the stock. If the company contin...

2010-01-26T09:37:22.914-08:00

I'm also long the stock. If the company continues its record of being able to increase dividends by 5% annually going forward, it's got a pretty good chance of growing its dividends faster than inflation, which is what you want in a dividend stock.

Ackman et al are wrong on this one. Realty Income has a pretty rigorous underwriting process. It does not lease to every single store owned by its top 15 tenants - it underwrites the stores individually, and as we've seen during the recession, their FFO has held up reasonably well. They stick to the profitable stores. In a bankruptcy proceeding, Realty Income would be near the front of the line in terms of claims. It focuses on the individual stores which can cover their rent in terms of cash flow. Those leases are not likely to be modified in bankruptcy - it will be the losing leases that the judge throws out.

Remember, the company survived the credit crunch. Things are gradually getting better, not worse. Ackman's wrong.

Curious if you have any thoughts around this analy...

2010-01-25T10:08:44.536-08:00

Curious if you have any thoughts around this analysis of Realty Income:
http://www.scribd.com/doc/21274965/Ackman-Realty-Income-Short