Feb 24, 2018 | Analysis, Dividends
Realty Income (O) has just reported earnings and it has caught our attention today. We have discussed in great detail why you should strongly consider this darling monthly dividend paying REIT. That said, the name has been absolutely battered in the last few months:...
Feb 23, 2018 | Analysis, Dividends
ARMOUR Residential REIT (NYSE:ARR) has just reported earnings and it was another mixed report. In this column we discuss ARMOUR Residential REIT dividend coverage. We have had a tumultuous relationship with this company and the stock. We were previously of the opinion...
Feb 21, 2018 | Analysis, Dividends
In this column, we discuss CYS Investments (CYS) which recently reported earnings. In this piece we take a look under the hood and hone in on 3 critical metrics. First, we look at prepayments, which hurt net interest rate spreads and subsequently net interest income....
Feb 15, 2018 | Analysis, Earnings
Kimco (KIM) is a dividend paying stock that we have been following for some time. Like most other REITs exposed to the retail sector, Kimco’s stock performance in 2017 was poor, and the poor performance has continued in 2018. The stock was recently below $14,...