My articles are written with a mind to owning a stock for years, not trying to predict price movements in a few months. I don't do target prices; I do valuations.I first entered investing in 2020 as an individual value investor, keen to understand the fundamentals of businesses and buy their shares at attractive prices. From May 2022 to May 2023, I worked as an investment advisory representative at Fidelity Investments. I am now self-employed through other ventures.Part of my technique is to write an articl ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of VICI, O, NN ...

Wall Street analysts expect VICI Properties Inc. (VICI) to post quarterly earnings of $0.57 per share in its upcoming report, which indicates a year-over-year increase of 3.6%. Revenues are expected to be $974.91 million, up 4.6% from the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a company's ...

Core Viewpoint - Vici Properties is a real estate investment trust (REIT) focused on leasing casino properties, offering a high dividend yield of 5.7% supported by consistent dividend growth, making it an attractive option for dividend growth investors [1][10]. Company Overview - Vici Properties operates as a net lease REIT, primarily owning casino properties that include gambling facilities, hotels, restaurants, and retail spaces [2]. - The REIT generates approximately 98% of its rent revenue from casino properties, indicating a concentrated business model [3]. Economic Sensitivity - The casino industry is economically sensitive, and while gambling has shown resilience, recessions can pose challenges for casino operators and their landlords [4]. - Despite economic downturns, Vici Properties has maintained its dividend growth, demonstrating the strength of its business model [4][5]. Dividend Growth Potential - Vici Properties has consistently raised its dividend since going public in 2018, aided by built-in rent hikes in its leases and an average remaining lease term of 41 years, which is significantly above the typical average for net lease REITs [6]. - The REIT's long lease terms provide a solid foundation for continued dividend growth [6]. Growth Opportunities - While growth potential within the casino sector may be limited, Vici Properties is exploring modest acquisition activities and capital investments in existing properties, as well as diversifying into non-casino businesses [7]. - Current non-casino ventures include bowling alleys and a gym complex, which together account for less than 2% of total rents [7]. Investment Considerations - Vici Properties presents an attractive investment opportunity with a high dividend yield and solid prospects for growth, especially as the stock trades down approximately 12.4% from its 52-week high [8]. - However, the concentration on a single type of tenant, with two tenants accounting for 74% of rents, may deter conservative investors [10].

VICI Properties Inc. (VICI) closed at $29.95 in the latest trading session, marking a -0.53% move from the prior day. This change lagged the S&P 500's 0.67% gain on the day. Elsewhere, the Dow saw an upswing of 0.38%, while the tech-heavy Nasdaq appreciated by 0.98%.Heading into today, shares of the company had gained 6.74% over the past month, outpacing the Finance sector's gain of 5.69% and the S&P 500's gain of 2.07% in that time.The investment community will be paying close attention to the earnings per ...

The latest trading session saw VICI Properties Inc. (VICI) ending at $29.80, denoting a +0.03% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 0.72%. Meanwhile, the Dow gained 0.3%, and the Nasdaq, a tech-heavy index, added 1.35%.The company's stock has climbed by 0.78% in the past month, falling short of the Finance sector's gain of 3.24% and the S&P 500's gain of 1.02%.Investors will be eagerly watching for the performance of VICI Properties Inc. in its u ...

Shares of VICI Properties Inc. (VICI) were down 5.1% in the past three months. This performance, though slightly better than the Zacks REIT and Equity Trust - Other industry’s drop, significantly lags behind the S&P 500 composite.Like other REITs, VICI Properties, which specializes in gaming and entertainment properties, has been subject to investors’ concerns as the narrative with respect to rates has changed. As expected, on Wednesday, the U.S. Federal Reserve decided to hold off on further interest rate ...

VICI Properties Inc. (VICI) ended the recent trading session at $29.64, demonstrating a -1.23% swing from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.47%. Meanwhile, the Dow lost 0.31%, and the Nasdaq, a tech-heavy index, lost 0.51%.The company's shares have seen an increase of 2.74% over the last month, not keeping up with the Finance sector's gain of 4.45% and outstripping the S&P 500's gain of 1.67%.Analysts and investors alike will be keeping a close ...

Recently, I published an article titled 2 Of My Favorite Net Lease REITs Might Surprise You and I explained that the ~$100 billion net lease REIT sector “has tremendous growth prospects as evidenced by the continued evolution of sub-categories suchIntroducing iREIT®Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and tr ...

In July 2024, I wrote my first analysis of VICI Properties Inc. (NYSE: VICI ), entitled "VICI Properties: A Good Time To Buy". The REIT was trading at ~$27.8, and coincidentally, it hit $33 within a few months.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential.Associated with the existing author D.M. Martins Research.Analyst’s ...