Realty Income: Another BORING and Solid Quarter for the Monthly Dividend Company

It was another solid quarter for Realty Income (O)—one of my very favorite long-term dividend machines.

Revenues jumped 22.6% on the back of new property investments and a 1.4% increase in same-store rents.  During the quarter, Realty Income raised $528 […] Continue Reading…

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Blast from the Past: Walmart Dividend Letter from 1985

I was digging through an old file cabinet that had belonged to my grandfather, and I found this little blast from the past: a Walmart (WMT) letter to shareholders from 1985, signed by Chairman and company founder Sam Walton.

As […] Continue Reading…

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VIDEO: Facebook Earnings Impress But Remain Too Dependent on North America

I joined CNBC this evening to discuss Facebook’s earnings release.  You can view the video here.

Facebook (FB) CEO Mark Zuckerberg started his company’s second quarter earnings announcement with what might have been the understatement of the year: “We had […] Continue Reading…

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Investing in a World Gone Mad

The world is on fire. This week, we’re going to take a look at the two hotspots that have been dominating the news—Ukraine and Gaza—and assess any risk to our portfolio. And on a more uplifting note, we’re going to break down some new data on the U.S. housing market. (Hint: those Millennials we all thought were living in their parents’ basements are buying houses after all.) […] Continue Reading…

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Microsoft Earnings: The Nadella Makeover is Working

The numbers are in: Microsoft (MSFT) reported fiscal fourth-quarter earnings per share of $0.55 on revenues of $23.38 billion.  This is actually a pretty substantial earnings miss for MSFT—the Wall Street consensus was for earnings per share of $0.60—though revenues came […] Continue Reading…

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