Is VICI Stock a Buy Now!? | VICI Stock Analysis! |

Рет қаралды 20,841

Ай бұрын

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In this video, we analyze VICI properties. Let me know your thoughts in the comments below!
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Пікірлер: 87

@Dividendology Ай бұрын

Access Tickerdata and my Spreadsheets: tickerdata.com/ Get a 20% off Coupon to Seeking Alpha: seekingalpha.me/Dividendology Join my free newsletter! dividendology.substack.com/ Preferred Broker (Interactive Brokers): www.interactivebrokers.com/mkt/?src=dividendologyPY1&url=%2Fen%2Fwhyib%2Foverview.php

@Jojo-yz4we Ай бұрын

I bought my first ever stock this past thursday. It was VICI at $28.08

@Dividendology Ай бұрын

That is awesome!! Congratulations!!

@MassManicMedia Ай бұрын

Good job, the longer you hold the more it will be worth it

@december25guy Ай бұрын

Go gettem!

@blazetino5713 Ай бұрын

Nice! I remember my first stock; 16 shares of XLU for $63.18. I still have them all. It only grows from there

@paragonknight3307 Ай бұрын

Congrats

@rynewilliams Ай бұрын

Man I am foaming out the mouth to add VICI to the portfolio. It definitely looks ripe for the picking. Really great coverage on a really great company - thank you! 👏

@Dividendology Ай бұрын

Thanks Ryne!

@YIELDMAXJAYISMYDAD 3 күн бұрын

I LOVE YOUR CHANNEL

@dividendfire855 Ай бұрын

I have 106 shares of Vici My strike price is $27.58 a share Diamond hands

@Sirslayer321 Ай бұрын

I own O buy am seriously considering adding vici to my portfolio.

@MassManicMedia Ай бұрын

I own some vici and I'm definitely looking to buy more

@methioswar2916 Ай бұрын

Reits are lowly priced because of their business structure. They have to pay out most of their cash in dividends. So they have to grow with dilution or loans. What you might want to check with VICI as extra due dilligence is their loan maturities. If they have lots of loans that are maturing this year or the next they might have to refinance againt bad rates. Just a tip, i didnt check :)

@joshkindy4826 Ай бұрын

VICI is 0.32% of my portfolio at an average cost of $29.02

@Ibiscyclist Ай бұрын

Thanks for the analysis. I like VICI at this price and plan to add to my position. Vegas should continue its global appeal into the future.

@captnawty7966 Ай бұрын

I have VICI in my portfolio, and I plan to buy more. Thanks to your video, I now have an idea of when to buy more VICI. My Buy is at $27.60 a share. It looks like we are all looking to jump on VICI, lol.

@OldLion64 Ай бұрын

Loved VICI for a long time. Thinking that the entire industry is in for a dump when the economy tanks. Great long term performer though if you are young and can wait out an economic down turn. Just dont jump in with both feet. Accumulate slowly over time is probably the way to look at it. These next 2-3 years could be tough for everyone. JMHO

@davidroussell5118 Ай бұрын

Yeah, but most securities are really expensive right now. I can't find anything to buy!

@kentfaver1367 Ай бұрын

Excellent analysis - thanks! And, if you performed some very intelligent, low delta covered call work - you could bring in an additional 3-8% a year waiting for equity increases.

@camc8923 Ай бұрын

Its nice to DCA into right now and we all will be wishing we went harder in 2-3 years when it goes up 50ish% cause interest rates get dropped to sub 2% and the quality REITs will look like Gems

@gregenhersu 28 күн бұрын

thats optimistic, I hope u are right though! 🤑

@DekeRadio Ай бұрын

Wrestlemania will be in Vegas in 2025, as well.

@money.hungry Ай бұрын

Great news. NBA, F1, WWE : 💸

@PolawiaczKrewetek Ай бұрын

I bought some last week at $27,97 😎

@1974dodgecharger Ай бұрын

Vici is my largest position

@willowandluka5302 Ай бұрын

Been buying Vici for the last few months. It’s still a good price, but it’s already almost 5% of my portfolio. And I’ve already got O as about 8.5% of my portfolio, so I’m gonna slow down on the REITS for now. WM dropped 5% today, might start getting more of that.

@BigJayMc Ай бұрын

I’ve always considered portfolio “balance” a myth because markets are cyclical. At times, you may be out of balance because of buying opportunities, and right now the speculation is some high quality REITs are undervalued. What I’m saying is, I’ve been loading up as well and i don’t feel bad at all. 😂😂😂

@stevenmckenzie4054 Ай бұрын

I started buying this stock about 60 days before the Super Bowl

@jim4909 25 күн бұрын

Excellent Video! I began adding VICI to my portfolio after your previous video on this REIT. I plan on making it my largest holding over time. As always, outstanding analysis!

@Dividendology 25 күн бұрын

Glad it was helpful!

@Bertje12345 Ай бұрын

For anyone thinking the dilution is a bad thing here. I know its a little short sighted, but you will get the point. Lets say you and a friend own a real estate company that has 2 similar houses each worth 100usd. You and your friend each own 50 shares. Now, you and your friend decide to create 50 shares and sell it to a third friend, they sell the 50 shares for 100usd. With this new 100usd, you and your partners buy a third house. Now, the company 3 owns similar houses, and you own one third of the company, meaning around one house, nothing changed… the third friend entered the company, but paid for what he has.

@gmnod Ай бұрын

Does net income is important for REITS or we can look only at AFFO instead?

@TheBazino Ай бұрын

Planned buy for July for me.

@sam87389 Ай бұрын

Question what is a good and bad AFFO?

@T1M3ATK Ай бұрын

I have been thinking about what are good areas to invest. With a huge amount of people retiring, they are going to need healthcare, entertainment and long term care. VICI is in that equation.

@alexstephenson9005 Ай бұрын

I’m still new to investing but I have shared of O and VICI. Are there any other REITs that look like possible buys?

@Dividendology Ай бұрын

There definitely are.

@christopherquadt9031 Ай бұрын

bro buy ETFs like s&p 500 don't do indivudual stocks u loose money

@MillieLeung Ай бұрын

Thanks for your great video! Love VICI. Have been adding to my portfolio slowly over the last month. By the way, are there any Health-care related REITs?

@Dividendology Ай бұрын

Yep! Check out OHI.

@realbigfishplaystheraveagain Ай бұрын

MPW

@MillieLeung Ай бұрын

Thanks so much! Appreciate!

@Biz005 10 күн бұрын

Can you do a dive into EPRT please, thanks!

@typhoon008 Ай бұрын

Dude, I understand GLPI is also dedicated to gambling and resorts, but you have also added to the comparison DLR with data centers and EXR with storage... how is that even remotely close to renting a casino?

@danielscanlon7856 Ай бұрын

I would love to see you do a video on EPR

@Dividendology Ай бұрын

I’ll likely do this in the future

@Bob-ze9id Ай бұрын

i dont gamble because the house always wins. thats why i own VICI. feel like word must not have gotten out sufficiently about this REIT or we would see a continual uptrend along the lines of V. judging by the continual popularity of vegas including during the years of the corona virus insanity i feel like an investor cannot go wrong with VICI as a cornerstone of their portfolio. in a year or two we will be the lucky ones that got in at these current, maybe not to be seen again, low prices. cheers

@LuminoAlgo Ай бұрын

Hey brother, may I ask which platform it is at 1:42?

@Dividendology Ай бұрын

Seeking Alpha and Tickerdata. Link in description to both!

@alfer9784 Ай бұрын

😊👍👍

@andrewsgameoflife Ай бұрын

love the spreadsheet but can't download.

@Dividendology Ай бұрын

Why not?

@Walker956 Ай бұрын

only red flag is share dilution i guess.

@methioswar2916 Ай бұрын

Share dillution is not a red flag for reits. In fact it might be better to dilute in high intrest rate environment. You see, for a REIT to be a REIT they have to pay out 70 to 90 ÷ of their income to their shareholders in te form of dividend. They enjoy tax benefits in return. But because of this they cant grow with their own cash. So they either borrow or dilute. When their loans mature (and they have to re-finance) in a time of high rents its often better to sell shares then to lock in a big loan against bad rates

@believethehype3992 Ай бұрын

could you cover cheesecake factory plz

@BeenatTV Ай бұрын

Bought more at 28bucks 💪

@robertmariano Ай бұрын

Vene Vidi Vici!

@Username18981 24 күн бұрын

Reits will suffer while bonds are safe and paying close to the same as reit dividends. As long as the interest rates stay here or higher, BDCs are the winners until rate cuts begin.

@nervous1992 Ай бұрын

They have to roll debt soon. Its gonna hurt.

@Hhbhwumnsioocyhejkxiihha Ай бұрын

Just added 15 shares after watching this video

@nishantpillai7790 24 күн бұрын

Share dilution is always bad for investors and in this case its too high

@sihooperkelly8798 Ай бұрын

VHAI making moves at nearly 4million befor market opens could break atleast 30cent ❤👌🚀🚀🚀👏🚀🚀🚀💪🚀🚀🚀👊🚀🚀$$$$Get in it PLUS AMC & CRKN

@tyjameson7404 Ай бұрын

Double down on VICI anytime it’s under $29 a Share!! 👍👏🏿🐐🙌🏾🙏❤️💰

@toniomiklo2406 Ай бұрын

It's doubled its share count in 3 years. That means that your investment was halved. 6% dividend yield doesn't even begin to make up for that.

@Bertje12345 Ай бұрын

Please inform yourself on the workings of a reit, its totally different from any other type of company. In these circumstances its probably good to raise capital with equity instead of with debt.

@komogo1155 Ай бұрын

All of this opportunity and no buying power😅 come on paycheck get here before the price goes up.

@Jumpman67 Ай бұрын

I'd personally just rather increase my stake in O.

@gmnod Ай бұрын

Dont understand, but ok. O dividend growth is 3%. VICI has 8%. That makes a huge difference in the long run.

@Markazoid6041 Ай бұрын

personally I like both

@xaldath4265 Ай бұрын

Fan of both. Owner in O...which is a strong argument for me in keeping own portfolio simple and manageable without me paying attention. That being said, with VICI spitting out close to the same yield now, there is compelling reason to favor VICI buys today.