I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

VICI Properties Inc. (VICI) recently announced that it has secured an issuer credit rating upgrade to ‘Baa3’ from ‘Ba1’, with a stable outlook from Moody’s Investors Service, Inc. This is encouraging because, with investment-grade credit ratings, VICI can enjoy better accessibility to capital at favorable costs and opt for value-accretive investments.This experiential REIT’s geographically diverse portfolio, consistent operating cash flows, sound liquidity position and strategic financial decisions drove th ...

This REIT is still an evergreen dividend investment.Vici Properties (VICI 0.69%), a real estate investment trust (REIT) that owns casinos and entertainment properties across the U.S. and Canada, is often considered a stable dividend play. Over the past five years, its stock has risen nearly 30% as its reinvested dividends lifted its total return to almost 70%.Some investors might be reluctant to buy Vici as it trades near its all-time high, but I believe it's still a compelling buy for four simple reasons. ...

This is how to beat the house in Las Vegas.Clogged ports, economic stimulus, and supply chain disruptions caused by the COVID-19 pandemic led to a rapid rise in inflation. This had a tremendous effect on investors and savers. The Federal Reserve rapidly raised interest rates to counter inflation, and suddenly, bonds, certificates of deposit (CDs), U.S. Treasuries, and other fixed-income investments yielded more than 5%, the highest in years. However, as you can see, inflation is back to less than 2.5%. The ...

As a frequent visitor of Las Vegas, most of my family members assume I'm big into gambling. The truth of the matter is I rarely do. If so, I usually take out a $100 bucks to play with. I'm also very impatient, so when my $100 isContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do t ...

In this article we will first examine VICI's (NYSE: VICI ) latest earnings to then analyze what sets them apart and what might be some risks to consider. After this we will evaluate the company using a Discount Cash FlowGerman Buy-Hold-Check investor. With a degree in both industrial engineering and economics, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure: I/we have a beneficial long position in the shares of VICI eit ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

财务数据和关键指标变化 - 第三季度每股AFFO为0.57美元，较2023年第三季度的0.54美元增长4.9% [28] - 总债务为171亿美元，第三季度调整后的EBITDA的净债务比率约为5.4倍，符合目标杠杆范围 [27] - 预计2024年AFFO将在23.6亿至23.7亿美元之间，或每股2.25至2.26美元 [29] 各条业务线数据和关键指标变化 - 第三季度通过各种贷款和合作伙伴物业增长基金协议部署了2.3亿美元的资本，这是连续第13个季度的资本部署 [24] - 由于租赁、租金增长率和100%入住率，VICI的同店NOI增长显著高于传统的净租赁REIT [15] 各个市场数据和关键指标变化 - VICI在拉斯维加斯的投资机会持续增加，特别是在娱乐场所的体验经济方面 [19][21] - 由于市场波动，投资者的决策变得更加谨慎，导致交易活动的减少 [45][46] 公司战略和发展方向和行业竞争 - 公司专注于体验经济，尤其是赌场游戏，认为拉斯维加斯的投资机会将继续增长 [18] - VICI的资本配置策略强调在不同市场条件下的资本市场独立性，确保在不利条件下仍能进行外部增长 [13][14] 管理层对经营环境和未来前景的评论 - 管理层对当前消费者经济状况持乐观态度，认为整体状况良好，但也注意到低端消费者的疲软迹象 [81] - 对于未来的投资，管理层表示将继续关注拉斯维加斯及其周边地区的机会 [19][21] 其他重要信息 - 公司在流动性方面保持强劲，当前流动资金约为29亿美元 [26] - 公司在第三季度的管理费用为1650万美元，占总收入的1.7%，在行业中处于较低水平 [28] 问答环节所有提问和回答 问题: 关于部落博彩的最新看法 - 公司与美国部落国家建立了积极的合作关系，目前有四个部落关系，专注于商业博彩机会 [32][33] 问题: 关于拉斯维加斯的投资机会 - 公司并未在LINQ的商业物业上有投资，但对TPG和Acadia的投资表示乐观，认为该地区有很大的潜力 [40][41] 问题: 未来的资本部署策略 - 公司将继续关注房地产收购、物业合作伙伴增长基金和信贷解决方案，认为这三者将为长期增长提供支持 [43][44] 问题: 关于区域博彩市场的投资标准 - 公司在区域市场的投资将考虑市场竞争、运营商的质量和资产的独特性，确保长期的盈利能力 [66][70] 问题: 关于青少年体育的投资前景 - 公司对青少年体育的投资机会持乐观态度，认为这一领域的需求将持续增长 [110]

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 ...

VICI Properties Inc. (VICI) reported $964.67 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 6.7%. EPS of $0.57 for the same period compares to $0.55 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $958.94 million, representing a surprise of +0.60%. The company delivered an EPS surprise of +1.79%, with the consensus EPS estimate being $0.56.While investors closely watch year-over-year changes in headline numbers -- revenue and ea ...