1. The article compares RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 19 mREIT peers. 2. It includes an analysis of RITM's quarterly core earnings/earnings available for distribution (EAD) which directly impacts the company's dividend sustainability. 3. The article also projects RITM's dividend sustainability for Q1 – Q2 2025.
Recent #Dividends news in the semiconductor industry
1. Schlumberger presents a compelling value proposition with strong fundamentals, robust profitability, and growth driven by cutting-edge technology and AI, trading near 52-week lows. 2. Alexandria Real Estate is a high-quality REIT with mission-critical life science properties, benefiting from sticky tenant relationships and a solid growth pipeline, also trading near 52-week lows. 3. Both SLB and ARE offer attractive entry points amidst market volatility, providing resilient, income-generating assets with solid dividend yields and long-term growth potential.
1. The financial system is influenced by almost everything we do, and the author wants a share of it. Dividends redirect capital from Wall Street to individual investors' wallets. 2. The article discusses top dividend picks with yields up to 7.7% for steady income in retirement. 3. High Dividend Opportunities is highlighted as a community for income investors and retirees with a focus on strong returns and community support.
1. Western Midstream Partners, LP Common Units (WES) offers a toll bridge-style investment with direct cash flow to investors. 2. High levels of free cash flow allow for ample rewards to unit holders. 3. The yield is consistent, providing income in both good and bad times.
1. Realty Income, a major REIT, offers a strong, reliable dividend yield and diversified portfolio. 2. The company's extensive portfolio of over 15,000 properties ensures stable rent income. 3. Despite high valuations, Realty Income's low volatility, strong balance sheet, and strategic investments make it a solid long-term investment.
1. AT&T has outperformed the S&P 500 in 2024, despite facing headwinds. 2. The company's stable earnings, improved free cash flow, and debt reduction support future dividend growth. 3. The sale of DirecTV simplifies AT&T's business, enhancing efficiency and profitability. 4. Investors can boost income through selling put or covered call options, but should be aware of associated risks.
1. Realty Income remains attractive due to its diverse portfolio, strong operational performance, and stable cash flows despite recent underperformance. 2. Q3 FY2024 showed impressive revenue growth, high occupancy rates, and strategic investments. 3. The valuation suggests significant upside potential, with a fair value estimate of $66.53 to $87.57 per share.
1. REITs have faced challenges like high inflation, rising interest rates, and the global pandemic, but conditions are improving, providing a tailwind for the sector. 2. Realty Income remains undervalued with a strong portfolio and a 5.7% dividend yield. 3. Agree Realty has outperformed recently with a high-quality tenant base and a 4.1% dividend yield. 4. Prologis offers exciting growth potential in e-commerce and data centers with a 3.4% dividend yield.
1. The market rarely offers 10%+ yielding common equities with low risk of cuts; 2. The author shares two such opportunities; 3. The market seems to be overlooking these opportunities.
1. Identifying businesses with strong economic moats is crucial for long-term investment success; 2. Prologis, Digital Realty, and Realty Income are three 'wide moat' REITs with predictable profit streams and strong dividend histories; 3. Prologis and Digital Realty are recommended for their robust portfolios and growth potential, though Digital Realty is currently overvalued; 4. Realty Income offers the best value with a strong dividend yield and potential for significant returns, making it a Strong Buy.
1. Realty Income's recent underperformance is attributed to higher interest rates, tenant-related issues, and unfavorable lease terms; 2. Despite challenges, free cash flow remains stable and tenants show positive metrics; 3. Realty Income is undervalued with a price-to-AFFO ratio of 13.34x and an intrinsic value of $66.12 per share; 4. The REIT's issues are seen as temporary with expectations of interest rates falling and retail spending recovering.
1. Annaly's Q3 earnings missed consensus estimates, reflecting pressure from the unfavorable yield curve; 2. Annaly maintained its $0.65/share quarterly dividend, indicating management's confidence and resulting in a forward yield of 13%+; 3. A 13% yield is attractive, but not when compared to historical averages and/or risk-free rates.
1. Universal Health Realty has a long history of dividend hikes but is not a dividend aristocrat. 2. The article discusses recent financials and the reasons for not owning the stock. 3. The author mentions their Conservative Income Portfolio and its focus on value stocks and options income.
1. Pfizer's fundamentals are improving with solid Q3 earnings and upgraded 2024 guidance; 2. The stock is undervalued with a 32% upside potential based on a $33.39 intrinsic value per share; 3. Despite recent share price weakness, Pfizer offers a compelling forward dividend yield supported by strong revenue growth and aggressive R&D spending.
1. REIT dividend yields are historically high; 2. High-quality REITs offering 6-8% yields can be found; 3. A portfolio of 5 REITs is presented that earns over $1,000 each month.
1. The article discusses the importance of reliable dividends in transforming a portfolio into a consistent income source; 2. It highlights the potential for passive income through dividends and its role in approaching financial freedom; 3. The author presents top picks with yields up to 10% for sustainable retirement.
1. ENB and BIP are leading diversified infrastructure companies with strong balance sheets and defensive, inflation-resistant business models; 2. The article compares the two companies side-by-side and argues for why only one is a buy at the moment; 3. The author highlights the impressive dividend growth and total return track records of both companies.
1. ZIM Integrated Shipping reported strong Q3 earnings, driven by increased freight rates and higher shipment volumes; 2. The company raised its EBITDA outlook for FY 2024; 3. Dividends reinstatement and a special Q3 dividend enhance ZIM's investment appeal.
1. Medical Properties Trust (MPW) is significantly undervalued, trading at $4.30 per share, 34% below its 52-week high, with a 7.44% dividend yield. 2. MPW has reduced its total debt to $9.2 billion through $2.9 billion in liquidity transactions but faces significant debt maturities in 2025. 3. The REIT's market cap of $2.55 billion is a 53% discount to its shareholders' equity of $5.44 billion, indicating a potential for price recovery.
1. The core of retirement income investing is about not touching the principal and enjoying high and durable dividends; 2. It requires a careful and diligent security selection process; 3. The key is to find a balance between high yield (risk) and safety; 4. The article elaborates on 5 income-driven picks for a retirement portfolio.