(RTTNews) - Following the strength seen during last Friday's session, stocks may show a lack of direction in early trading on Monday. The major index futures are currently pointing to a roughly flat open for the markets, with the S&P 500 futures down by less than a tenth of a per
(RTTNews) - Following the strength seen during last Friday's session, stocks may show a lack of direction in early trading on Monday. The major index futures are currently pointing to a roughly flat open for the markets, with the S&P 500 futures down by less than a tenth of a per
anyaberkut/iStock via Getty Images Investment Thesis Realty Income, Inc. (NYSE: O ) has produced modest returns over the last 10 years. In nominal dollars , the share price has averaged $61 while oscillating significantly. Dividends dominate Total Returns. Alpha vs. a real estate index is tiny. In real dollars the results are more stark; the share price is down almost a third, the dividend is flat...
anyaberkut/iStock via Getty Images Investment Thesis Realty Income, Inc. (NYSE: O ) has produced modest returns over the last 10 years. In nominal dollars , the share price has averaged $61 while oscillating significantly. Dividends dominate Total Returns. Alpha vs. a real estate index is tiny. In real dollars the results are more stark; the share price is down almost a third, the dividend is flat, and total returns are only about 3% a year. These results reflect a buy-and-hold strategy, usually the implicit default assumption, particularly for retirement investors, who often anticipate holding periods of 10 to 20 years. An alternative strategy that anticipates share price oscillation - i.e. with disciplined entry/exit points - may produce improved results. Realty Income Overview The information in this article is primarily drawn from the 2025 Annual Report . The Q4 2025 Earnings Call Transcript (25 February 2026) and the Global Property Conference Transcript (03 March 2026). Unless otherwise stated, the numbers in the Business description section below reflect year-end 2025. Market share numbers are based on Annualized Base Rent ( ABR ). This article will generally use a 10-year analysis period. This is long enough to support a strategic assessment while also reflecting the decreasing relevance of more distant historical performance, as the company, the management, and the market environment have materially changed. There are some minor differences in historical data between Seeking Alpha, YCharts, and other sources, but these discrepancies do not appear to be material to the analysis. In a March 2025 article, Realty Income: Unjustified Enthusiasm , I wrote that the previous decade's data "suggests that while O will probably provide modest gains, attractive returns will demand opportunistic, rather than automatic, investment." We will look at O's individual and relative performance in nominal dollars, performance in real terms, examine an alternative to buy and hol...
In this video, I will talk about four companies still worth buying before earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below.
In this video, I will talk about four companies still worth buying before earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below.
aga7ta/iStock via Getty Images Last week, stocks advanced for a fourth week with more new all-time highs for the S&P 500, Nasdaq Composite, and Russell 2000, due to a combination of strong earnings reports and optimistic rhetoric from President Trump on the war in Iran. There is no denying that earnings have been stellar, but suggestions that tensions in the Middle East were easing and that the co...
aga7ta/iStock via Getty Images Last week, stocks advanced for a fourth week with more new all-time highs for the S&P 500, Nasdaq Composite, and Russell 2000, due to a combination of strong earnings reports and optimistic rhetoric from President Trump on the war in Iran. There is no denying that earnings have been stellar, but suggestions that tensions in the Middle East were easing and that the conflict would soon be over are misleading. The market was juiced on Friday with an announcement from the White House that the Iranians had requested a face-to-face meeting with the U.S. in Islamabad, but the Iranians immediately denied ever making such a request. Regardless, a trip was planned to send the President’s envoy to Pakistan on Saturday morning, but it was abruptly cancelled for obvious reasons. The Iranians were not going to show up. Stocks Weekly Advance (Bloomberg) The President also announced a new three-week ceasefire between Lebanon and Israel, but Hezbollah and Israel didn’t get the memo. Both sides have continued to attack each other through the weekend. The stock market bought the hype, but the oil markets clearly did not, as WTI crude rose throughout the week by as much as $10 before settling just under $95. Brent climbed more than $13 to close at better than $105. The Iranians have said they are ready for negotiations, but not until President Trump eliminates his blockade on the Strait of Hormuz. Furthermore, they want sanctions relief, war reparations, and the right to retain their highly enriched uranium. S&P 500 (Bloomberg) Therefore, we are no further along today than we were three weeks ago. Both sides are playing a waiting game. The Trump administration is looking to choke off Iran’s ability to produce and sell oil, while Iran is looking to keep the strait closed to all other vessels, inflicting a similar economic pain on other Arab nations, as well as the U.S., through elevated energy prices. It is a game of chicken to see who has the higher thres...