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@2:15 I'd imagine the price changes have less to do with high interest savings accounts and more to do with the $17.5B of debt they need to service. Higher rates means more cash flow to interest payments. Pretty typical for REITs.
Would it be possible for you to do a special on defence stocks? Furthermore, I'd also like to hear your take on stocks like Enbridge, Kinder Morgan, Hess, etc. The payout ratio seems rather high in the latter category, but it should also make sense due to their business model, right?
Excellent video as always! VICI is one of my holdings that I plan on increasing in 2025. Would you have any interest in doing a video on AWK. Capital intensive so they issue debt to pay their dividend. I believe the investments will pay off long term.
Bro thats a great thing for div investor lol. Consistent pricing allows you to easily write covered calls for extra income, or you can trim. I buy khc around $30 and trim over $35 lol
Too complex for a yt comment, investopedia has a good explanation. Essentially ur taking ur shares from a long position with limited upside and selling them as a call, to make an extra premium alongside the div. I first learned about it listening to Andy Tanner who is apart of the Robert Kiyosaki network (stockcast). He also has classes but ive never tried those. @@ceansilorcaso5820
Not many REITs comparable to VICI, but you can compare on other metrics based on size. Still difficult, which is why we also looked at them compared to historical valuation.
I got out when they started buying bowling alleys. Thye used to be high end money makers. The resort yoga thing, and the Bowling Alleys synched it. I got out at $34.
Just because the share price doesn't grow, doesn't mean the underlying businesses isn't growing. The company is growing AFFO every year. Intrinsic value is growing. The share price will follow long term. If you are simply watching share price movement short term, you aren't an investor. You're a spectator. I'm happy to hold them. They are doing great.
🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/
💰 Get $30 off and a 7 day free trial to Seeking Alpha: www.sahg6dtr.com/9D5QH2/433QLM/
🔥 Join my free newsletter! dividendology.substack.com/
📊 Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php
Grabbed 100 on Friday
Vicic is my largest holding
Yeah I was waiting for an opportunity like that to pyramid in like a freaking pharaoh
Same. I'm getting about $440 ×4 this year🎉
Do you recommend this over Main Street Capital. I am considering adding this to my ROTH
@@strappedup24 well the one is a BDC and the one is a reit
@2:15 I'd imagine the price changes have less to do with high interest savings accounts and more to do with the $17.5B of debt they need to service. Higher rates means more cash flow to interest payments. Pretty typical for REITs.
awesome video and one that confirms why I have such a big position in the company! Im certainly adding more at these attractive prices.
Would it be possible for you to do a special on defence stocks? Furthermore, I'd also like to hear your take on stocks like Enbridge, Kinder Morgan, Hess, etc. The payout ratio seems rather high in the latter category, but it should also make sense due to their business model, right?
The top two tenants are over 33% off total rent. That’s a pass for me look at what happened to MPW.
Excellent video as always! VICI is one of my holdings that I plan on increasing in 2025. Would you have any interest in doing a video on AWK. Capital intensive so they issue debt to pay their dividend. I believe the investments will pay off long term.
Long time buyer
Been buying VICI in the beginning of the year and also now during the dip
It isn't McDonald's but I'm loving it
What about realty income ?
Similar story. No growth
what about Prologis
I love VICI and I own it but I was not happy with the investment in "wellness clubs"
I own VICI. Thanks for the video.
VICI is bulletproof 👌
Are you adding more shares to your portfolio?
What's your take on Medical Properties MPW?🤔
Can you do a dive into AGNC?
I have AGNC and I’d like a review of it too!
is there any Christmas sale coming for Tickerdata??? Im waiting to buy
Maybe New Years... :)
Very attractive
Fantastic
Novo nordisk, the caos creates oportunitys, vici thats a good stock at good price
I built out a position in VICI In 2023 and now I’m enjoying the dividends
recently opened a position at sub $29, lets see how it goes
i feel the sell off in the stock market is not good enoug
VICI just doesn’t get me excited anymore
Erectile disfunction?
Vici hasn't price appreciated for a few years now. It always hovers around 30 bucks
No price movement doesn't mean the company isn't growing. Watch the underlying fundamentals like AFFO per share.
Bro thats a great thing for div investor lol. Consistent pricing allows you to easily write covered calls for extra income, or you can trim. I buy khc around $30 and trim over $35 lol
@@MeatStickCrank I am new in this game of buying stocks and how does a covered call works?
Too complex for a yt comment, investopedia has a good explanation. Essentially ur taking ur shares from a long position with limited upside and selling them as a call, to make an extra premium alongside the div. I first learned about it listening to Andy Tanner who is apart of the Robert Kiyosaki network (stockcast). He also has classes but ive never tried those. @@ceansilorcaso5820
Sold all my Vici last week.
Why
@ Rates not coming down fast enough. 😪
@@MM8417aa I know And I understand, but Are you long term investor?
No growth here only dividend income.
Yup
100 percent.
Exactly
Absolutely
7% growth.
why is it called superbowling when its about american rugby anyway?
Just bought into VICI after hearing about the inflation-linked rent escalation. Anyone else jumping in, or is the selloff a sign to wait?
Do you jump of the bridge if others jumping off?
why are comparing it to sbac? lol
Not many REITs comparable to VICI, but you can compare on other metrics based on size. Still difficult, which is why we also looked at them compared to historical valuation.
I got out when they started buying bowling alleys. Thye used to be high end money makers. The resort yoga thing, and the Bowling Alleys synched it. I got out at $34.
You told us that when they were at $34 lol
Just because the share price doesn't grow, doesn't mean the underlying businesses isn't growing. The company is growing AFFO every year. Intrinsic value is growing. The share price will follow long term. If you are simply watching share price movement short term, you aren't an investor. You're a spectator. I'm happy to hold them. They are doing great.
70 year old retirees be like wow VICI is on sale 😂
Im 38
Joseph Carlson is selling, he says his money would be better deployed elsewhere,
So?
No it’s not
What do you recommend instead?
It is