|Bid||83.43 x 900|
|Ask||83.46 x 800|
|Day's Range||82.73 - 84.34|
|52 Week Range||62.12 - 84.34|
|Beta (3Y Monthly)||0.44|
|PE Ratio (TTM)||26.73|
|Earnings Date||Aug 1, 2019 - Aug 5, 2019|
|Forward Dividend & Yield||4.13 (5.20%)|
|1y Target Est||75.69|
The trade tirade is now a full trade war between the U.S. and China. And how do you know that it's a war? Well, there's a new "fight song" with lyrics like: "Trade war! Trade War! Not afraid of the outrageous challenge! Not afraid of the outrageous challenge! A trade war is happening over the Pacific Ocean!"Source: Shutterstock The song borrows its music from a 1960's-era theme in a Chinese film titled "Tunnel War" that depicts a fictional conflict with Japan. The song is being hyped up, and is making its way through the excellent WeChat app that's part of Tencent (OTCMKTS:TCEHY) which I've used for years for messaging with my friends in the mainland and beyond via my Blackberry (NYSE:BB).China was working with advisors who came from the traditional U.S. political sources in negotiating with the current U.S. administration. That has apparently come to an end. Beijing has finally come to the conclusion that the U.S. is being led by a different kind of leadership.InvestorPlace - Stock Market News, Stock Advice & Trading TipsFor now, it appears that the rhetoric on both sides is being ratcheted up and that tariffs are not set to go away.This is very bad news. Consider that Huawei, a privately held company that is one of the leading makers of smartphones and telecom equipment, has been in the crosshairs lately. The U.S. government has been unsuccessfully campaigning to force nations around the globe to ban telecom equipment for their networks. * 6 Stocks to Buy for This Decade's Massive Megatrend But this week came news that Alphabet's (NASDAQ:GOOG, NASDAQ:GOOGL) Google was instructed to cease doing business in providing support and some access to its open-source Android operating system to Huawei. And similar reports are coming from Intel (NASDAQ:INTC) as well as Qualcomm (NASDAQ:QCOM) and other U.S. tech companies. The Markets Were Not FansThe stock market didn't like this at all -- on top of the fears that had already sent the S&P 500 Index down 2.9% from its 2019 high, and the S&P Information Technology Index down 5.4% for the same period.This price action didn't sit well at 1600 Pennsylvania Avenue. So, we got a 90-day reprieve similar to last year's similar deal that allowed U.S. telecom companies to continue to do business with ZTE (OTCMKTS:ZTCOY). So, we're seeing some buying again in the general market and the tech market.Don't get too comfortable with this. I see more volatility on the horizon. The precedent of instructing U.S. companies to cut off vital customers and suppliers -- and getting cooperation from those companies -- is truly frightening for us as investors. This has me now evaluating how this may play out, as the stock market has plenty of exposure to the technology companies of the globe.My original call was that China was going to cut a deal as Beijing is fearful of a further economic slowdown which could lead to instability. Instability is the number one thing that it wants to avoid. But the second thing it wants to avoid is looking like it caved into the U.S. It doesn't want to show that weakness.Plus President Donald Trump faces his own if the markets slide and the U.S. economy slows as the 2020 election is fully underway.But you don't have to wade into all that. I am directing your attention to more of the purest of domestic income and growth plays that are completely separate from the trade war. U.S. Real EstateU.S. real estate investment trusts (REITs) are one of the safe havens to own through the trade war. They as a nearly pure Buy American strategy for growth and income. And the market sector continues to perform even during the recent trade tension sell-off.For the past year, REITs as tracked by the Bloomberg REIT Index have earned a return of 17.9% which is significantly higher than the return for the S&P 500 Index at 7.1%. In addition, during the big sell-off in stocks during the fourth quarter of last year, REITs did drop by 6.1%. However, that was way better than the drop in the S&P 500 Index of 13.5%.Bloomberg US REIT Index & S&P 500 Index Source BloombergNow, the same question has to be asked of REITs -- whether the market is still a value in light of its strong performance?Well, to start the REITs inside the S&P 500 Index reporting in the first calendar quarter have shown revenue gains averaging 4.4%, with earnings advancing by 6.9%. That's significantly better than for many of the other segments in the S&P 500 Index sector members reporting so far.But what about value? On a price-to-book basis REITs are sitting on average at 2.47 times which is well below highs seen early this year and highs over the past thee years. This is important as buying REITs just like for individual properties means not paying too much for the land and buildings.I have a large and diverse collection of REITs in the model portfolios of my Profitable Investing. And from a value standpoint the average price-to-book value for all of them is at a bargain level of only 1.87 times. This means that our REITs are even better buys right now than even the value-priced general REIT market.And as noted above, REITs reported higher revenue and earnings for the first quarter. But one of the specific metrics for profitability comes from the rate of return from funds from operations (FFO). This measure the profits that REITs make from just the core business of collecting rents from their tenants.There are several REITs with significantly higher FFO returns, but on average for my collection, the FFO return is running at 10.3%. That's quite positive and is supportive for higher dividend payments. REITs to RecognizeAs noted above, I have a collection of REITs in the portfolios of Profitable Investing -- all make for great buys. Here are three to recognize for their particular opportunities.I'll start of American Campus Communities (NYSE:ACC). This REIT has educational properties focused primarily on dorms for colleges and universities around the nation. This is an attractive market with a captive market for students looking for housing near their classes and activities. The space has been so good that one by one the leading public REITs there has been bought out by non-public investments and private equity.ACC is the one focused REIT still here. And it is performing with the trailing year return of a much better 25.3%. Revenues are up by 10.6% with a return from funds from operations (FFO) at a nice 9.5%.It is a value too at only 1.88 times its book of business, including its properties. And the dividend is an attractive 3.9% and has been climbing over the past five years by an average of 5.02%.Next is WP Carey (NYSE:WPC), which I've followed since it came to the public market back in the late 1990s. WP Carey is a large, diversified REIT with assets around the U.S. Its focus is doing sale-lease-back transactions, where owners and occupiers sell their properties to and then lease them back from WPC. It also focuses on triple-net leases, whereby tenants pay insurance, upkeep and taxes instead of WPC.The return over the past trailing year is a whopping 29.6%, and while revenues have slowed a bit recently to a gain of 4.4%, the FFO return is better at 10.6%. It is also a bargain at only 1.9 times its book value.And the dividend which keeps rising every quarter by policy is even more attractive at 5.4%.Last up is Medical Properties Trust (NYSE:MPW). This REIT is focused on health care properties from hospitals to other facilities. And like WP Carey -- MPW focuses on net leases which lowers costs and operating risks.The trailing year return is running at 44.6%. And yet the stock is only at 1.41 times its book value. Revenues are rising at 11.3% and the FFO return is running at 11.6%.Now I've presented some of my favorite stocks that are separate from the trade war risks. For more -- look at my Profitable Investing. Click here to learn more: https://profitableinvesting.investorplace.com/Neil George is the editor of Profitable Investing and does not have any holdings in the securities mentioned above. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 6 Stocks to Buy for This Decade's Massive Megatrend * The 7 Best Stocks to Buy From the IPO ETF * 7 Athletic Apparel Stocks With Marathon Pace Compare Brokers The post Buy American for Safer Growth with Dividends appeared first on InvestorPlace.
NEW YORK , May 20, 2019 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC), a leading net lease real estate investment trust, announced today that Jason Fox , Chief Executive Officer, will present at Nareit's ...
Realty Income is a net lease REIT bellwether, but it just made a big shift in the way it does business that could change the industry forever
One thing is certain. In volatile markets, income is a great alternative. And real estate investment trusts (REITs) are delivering some of the best returns in the space. What's more, that outperformance should continue for a long time to come, with the perfect blend of slow growth and low interest rates in the US.Because these REITs are U.S.-focused, it also means that they're not vulnerable to external forces for their further successes. I did some digging and found seven high-yield REITs that will pay you inflation-beating yields while they also grow their asset values. These are some of the top names in the business that are in the best sectors for growth well into the future. * 10 Baby Boomer Stocks to Buy These picks are also smart, conservative ways to play sectors like tech, healthcare and the bond markets. And they all get top ranks from my Portfolio Grader for timeliness, as well as strength.InvestorPlace - Stock Market News, Stock Advice & Trading Tips High-Yield REITs That Will Pay You: Arbor (ABR)Arbor Realty Trust Inc (NYSE:ABR) is a unique REIT in that it doesn't own properties as much as it finances properties. Its specialty is multifamily and senior housing as well as healthcare and diverse commercial properties.While it only has a $1 billion market cap, this is actually a great advantage for growth investors looking for a serious income kick. Because it's relatively small, it's leveraged to growth - and the REIT sector is growing fast.For example, year to date, ABR stock is up nearly 30% and in the past 12 months it's up over 40%. But the kicker is, it's still trading at a P/E of 9.If that isn't enough for you, it's delivering a whopping 8.2% dividend, even after all that growth. Realty Income (O)Realty Income Corp (NYSE:O) is one of the founding REITs in the market, established in 1969. Another unique aspect of this tried-and-true trust is the fact that it delivers its income monthly.Usually, REITs and other dividend stocks pay out their dividends quarterly. If you're an income investor, setting up a varied income stream from your holdings is a good way to keep income flowing regularly.But beyond convenience, O is a rock-solid REIT that has some of the top names in the industry leasing its properties from coast to coast. That means its nearly 4% dividend is solid. * Top 7 Dow Jones Stocks of 2019 -- So Far It also means, the O can build off its clients' successes. O stock is up 33% in the past 12 months and is a good choice if you're looking for a conservative consumer retail play. Blackstone Group (BX)Blackstone Group LP (NYSE:BX) isn't technically a REIT. It's an investment and fund management service that operates as a limited partnership.The reason it's in this list is because it's an excellent firm that has significant investments in real estate around the world, as well as all the other investment services it provides.What's more, it also delivers a substantial - and reliable - 5.3% dividend.BX is another firm that like the REITs, will benefit mightily from this Goldilocks economy. Up 35% year-to-date with a P/E of 16, there is still plenty of headroom and opportunity for BX to keep on running. Digital Realty (DLR)Digital Realty Trust Inc (NYSE:DLR) specializes in owning and managing properties for data centers as well as co-location services.The latter is a space where data centers are available for rental to retail customers. For example, if you're a smaller company that is ready to launch your product but you don't want to spend a ton of money on a data center until you know how much capacity you need, you use a co-location service so you can right-size your build.DLR is the leader in this fast-growing sector and has been on a tear for a while, since it's also a way to play the cloud computing trend without having to invest directly in volatile cloud stocks.As 5G ramps up in the U.S, there will be another wave of demand for data centers and server space since 5G is almost 1,000x faster than current 4G networks. That means more streaming as well as AI-driven systems and internet of things (IoT) communication (e.g., smart houses, driverless cars, etc). * 10 Baby Boomer Stocks to Buy Because of its promise and sector leadership, DLR stock is very popular, so its dividend sits around 3.7% and its growth in the past 12 months is around 11%. It's a solid, steady way to play tech growth. WP Carey (WPC)WP Carey Inc (NYSE:WPC) is another REIT that has been around for a very long time, founded in 1973. Basically, it owns buildings and manages them for its clients. It also manages buildings for clients, as well as runs its own real estate investment business, including placements for other REITs.What makes WPC unique is its 'triple net lease' model, where its clients pay for taxes, maintenance and insurance on the buildings the lease, in addition to rent and utilities. So, WPC just owns the buildings and manages the properties. That's a pretty good deal and means WPC can run a much leaner operation since it isn't dealing with all these other aspects.And those improved margins get passed through to investors as its impressive 5.1% dividend. The stock is also up a solid 25% in the past year. This is a great choice if you're looking for a conservative play in commercial real estate stronger corporate growth. American Campus Communities (ACC)American Campus Communities Inc (NYSE:ACC) is a REIT that specializes in owning, developing and managing on- and off-campus housing for college students.Gone are the days of the rough-and-ready college dorms. Nowadays, the dorms are like nice apartments. Granted, for the money it costs to go to college these days, that may not be too surprising.But the fact is, housing is a big part of the competitive process for colleges. If a student is choosing one school over another, many times, all other things being equal, housing could be the tipping point.ACC currently has 206 communities on or around 96 campuses, with 83 on-campus developments. Plus, this model is a great feature for many schools that don't want to take on the massive efforts and costs to develop and manage these projects themselves. * 10 Stocks to Sell Before They Tank Your Portfolio ACC is up 26% in the past year and is still delivering a solid 4% dividend. Medical Properties Trust (MPW)Medical Properties Trust Inc (NYSE:MPW) rounds off the group as the featured medical and healthcare facilities REIT.Like WPC, MPW is a triple net lease company -- the tenant pays taxes, maintenance and insurance on the property as well as rent and utilities -- that also offers financing to its clients. It can provide 100% financing to companies looking to develop projects from $10 million to $1 billion. Most conventional lenders only offer 60-70% financing.Given the fact that healthcare in the US is a significant long-term issue, especially as the population ages and baby boomers begin to retire in significant numbers, MPW is in the middle of a significant megatrend.With scores of properties across the US, it also has expanded its business to Europe where it has facilities in the UK, Germany, Spain and Italy.Up 40% in the past 12 months and still delivering a robust 5.5% dividend and a PE ratio of a mere 6.7, MPW is a compelling way to play the global healthcare trend in industrialized countries.Louis Navellier is a renowned growth investor. He is the editor of four investing newsletters: Growth Investor, Breakthrough Stocks, Accelerated Profits and Platinum Growth. His most popular service, Growth Investor, has a track record of beating the market 3:1 over the last 14 years. He uses a combination of quantitative and fundamental analysis to identify market-beating stocks. Mr. Navellier has made his proven formula accessible to investors via his free, online stock rating tool, PortfolioGrader.com. Louis Navellier may hold some of the aforementioned securities in one or more of his newsletters. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Stocks to Buy that Lost 10% Last Week * Top 7 Dow Jones Stocks of 2019 -- So Far * 5 Service Stocks That Can Win the Trade War -- According to Goldman Sachs Compare Brokers The post 7 High-Yield REITs to Buy (Even When the Market Tanks) appeared first on InvestorPlace.
Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
WP Carey Inc NYSE:WPCView full report here! Summary * ETFs holding this stock are seeing positive inflows but are weakening * Bearish sentiment is low * Economic output in this company's sector is expanding Bearish sentimentShort interest | PositiveShort interest is low for WPC with fewer than 5% of shares on loan. The last change in the short interest score occurred more than 1 month ago and implies that there has been little change in sentiment among investors who seek to profit from falling equity prices. Money flowETF/Index ownership | NegativeETF activity is negative and may be weakening. The net inflows of $513 million over the last one-month into ETFs that hold WPC are among the lowest of the last year and appear to be slowing. Economic sentimentPMI by IHS Markit | PositiveAccording to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Financials sector is rising. The rate of growth is strong relative to the trend shown over the past year. Credit worthinessCredit default swapCDS data is not available for this security.Please send all inquiries related to the report to firstname.lastname@example.org.Charts and report PDFs will only be available for 30 days after publishing.This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
W.P. Carey (WPC) delivered FFO and revenue surprises of -3.97% and 3.19%, respectively, for the quarter ended March 2019. Do the numbers hold clues to what lies ahead for the stock?
NEW YORK , May 3, 2019 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC) (W. P. Carey or the Company), a net lease real estate investment trust, today reported its financial results for the first quarter ended ...
The most recent earnings update W. P. Carey Inc.'s (NYSE:WPC) released in December 2018 indicated that the business benefited from a strong tailwind...
Conference Call Scheduled for 10:00 a.m. Eastern Time NEW YORK , April 18, 2019 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC), a net lease real estate investment trust, announced today that it will release ...
When most investors think about growth in the stock market, real estate investment trusts (REITs) don't immediately come to mind. After all, land and buildings have been around for nearly forever. And how can sleepy bits of real estate compete with all of the other facets of the stock market from technology to oil and gas and so many other industries that are profiting from bringing or using the next new thing?Source: Shutterstock But real estate has a few things going for it. To start, as the adage goes -- when it comes to land -- they aren't making any more of it. Well, that's mostly true except for certain markets such as the territories around Hong Kong and Victoria Harbour.Then there are the adaptations of land. From residences for technology workers to the actual technology, its real estate and the related buildings from residential to office and of course data centers that enable all of the whiz-bang stuff of the market to actually happen.InvestorPlace - Stock Market News, Stock Advice & Trading TipsAnd of course, there is the income that comes from real estate. And one of the core things that I've learned long ago and use in my portfolio recommendations inside Profitable Investing is that dividends matter. And even if you are not living off of dividend income -- just collecting it and piling it up and re-investing is a lot more certain to build up a portfolio's value over time.And the simple proof is to look at the general stock market in the S&P 500. If you track the performance of the Index over the past twenty years, the price gain was nice at 113.86%. But when adding in the dividends, the return nearly doubles to 213.49%. So, as I said before, dividends do matter. And for REITs, the dividends are of course much higher than the general market. The yield for the S&P 500 Index is currently sitting at 1.91%, while the yield for REITs is tracked by the Bloomberg U.S. REIT Index is much higher at 4.17%. * 10 Dow Jones Stocks Holding the Blue Chip Index Back Moreover, thanks to the Tax Cuts & Jobs Act of 2017 (TCJA), REIT dividends are worth even more on an after-tax basis. This comes from a line-item in the TCJA whereby investors get to deduct 20% of the dividend income from their taxable income. This comes with the U.S. Treasury instructions for 2018 tax filings that specifies that 1099-DIV have a section 199A with a Box 5 for REIT dividends, which tax software does the calculations. And if you use a pencil and a calculator, there are instructions for Schedule D.In addition, investors in common stocks inside the S&P 500 are taxed twice. First, the company pays income tax and then investors are taxed on the dividend income. REITs avoid corporate tax and as noted above, the dividends are taxed-advantaged.But let's get to the meat of the matter and the headline of this article. For the past trailing year, REITs, as tracked by the Bloomberg REIT Index, have earned a return of 21.48%, which is nearly double the return for the S&P 500 Index at 10.69%. In addition, during the big selloff in stocks during the fourth quarter of last year, REITs did drop in return by 6.07%, but that was way better than the drop in the S&P 500 of 13.53%. Click to Enlarge Source: Bloomberg Three Even Better REITsThe REIT space has plenty of great companies, but it also has many not so great companies. Here are three REITs that stand out from the crowd.I'll start with American Campus Communities (NYSE:ACC). This REIT has educational properties focused primarily on dorms for colleges and universities around the nation. This is an attractive market since it has a market for students that need and want to live on or near-by where their classes and activities are happening. The space has been so good that one by one the leading public REITs in this market have been bought out by non-public investments and private equity.ACC is the one REIT that still focuses on the space. And it is performing with the trailing year return of a much better 27.05%. Revenues are up by 10.60% with a return from funds from operations (FFO) at a nice 9.50%. FFO measures the return from actually leasing out the properties and is a good apples-to-apples measurement for REITs.It is a value too at only 1.88 times its book of business, including its properties. And the dividend is an attractive 3.85% and has been climbing over the past five years by an average of 5.02%.Next is WP Carey (NYSE:WPC), which I've followed since it came to the public market back in the late 1990s. WP Carey is a large diversified REIT with assets around the U.S. and the globe. Its focus is on doing sale-lease-back transactions, which have owners and occupiers sell their properties and in turn lease them back from WPC. And it also focuses on triple-net leases whereby tenants pay insurance, upkeep and taxes leaving WPC to avoid these costs and risks.The return over the past trailing year is a whopping 33.81%. And while revenues have slowed a bit recently to a gain of 4.40% -- the FFO return is better at 10.60%. And it is also a bargain at only 1.89 times its book value. * 7 Marijuana Companies: Which Pot Stocks Should You Buy? And the dividend, which keeps rising every quarter by policy, is even more attractive at 5.30%.And last up is Medical Properties Trust (NYSE:MPW). This REIT is focused on healthcare properties from hospitals and other facilities. And like WP Carey -- MPW focuses on net leases, which lowers its costs and operating risks.The trailing year return is running at 56.40%. And yet the stock is only at 1.53 times its book value. Revenues are rising at 11.30% and the FFO return is running at 11.60%.These and other quality REITs should be in everyone's portfolio if you want better and more certain growth and income along the way. And to learn more from my analysis and other REITs take a look at my Profitable Investing published by InvestorPlace Media.Neil George is the editor of Profitable Investing and does not have any holdings in the securities mentioned above. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 9 Best Dividend Stocks to Buy for Every Investor * 7 Catalysts That Will Send Marijuana Stocks Soaring in 2019 * 8 Risky Stocks to Watch as Earnings Season Kicks Off Compare Brokers The post 3 REITs That Outperform the Market appeared first on InvestorPlace.
A whopping number of 13F filings filed with U.S. Securities and Exchange Commission has been processed by Insider Monkey so that individual investors can look at the overall hedge fund sentiment towards the stocks included in their watchlists. These freshly-submitted public filings disclose money managers’ equity positions as of the end of the three-month period […]
Critical assets on long-term net leases add to diversified portfolio NEW YORK , April 4, 2019 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC), a leading net lease REIT specializing in corporate sale-leasebacks, ...
We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The flip side of that is that there are moreRead More...
NEW YORK , March 14, 2019 /PRNewswire/ -- W. P. Carey Inc. (NYSE: WPC) reported today that its Board of Directors increased its quarterly cash dividend to $1.032 per share, equivalent to an annualized ...