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23,281 Stocks. Only ONE “Unicorn.” |
One investor screened 23,281 publicly traded stocks looking for the rarest combination: |
Billions in operating income.
Strong growth.
A surging dividend.
A dirt-cheap valuation.
And a massive AI catalyst. |
Only ONE American company passed. |
It’s profitable, overlooked, and sitting directly in the path of America’s AI power boom. |
He calls it his Ultimate Stock Unicorn. |
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š§¾ The record that shows up every month |
One monthly-payer, one long list of amounts, and the pattern that runs through all of them. |
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Real-estate investment trusts sit in an odd corner of the market for people trying to hold them for income. They trade like stocks, they carry a dividend requirement that acts a little like a bond covenant, and the sector's price behavior often looks like a poorly-timed proxy for the ten-year yield. Watching TLT bid a full dollar higher on Tuesday, at $83.47, was a reminder of one half of the trade. The payment side of the same equation, meanwhile, does something else entirely. |
The REIT that pays every month is a small class. Realty Income has done it since October 1994, and the latest declaration puts the September check at 27.1 cents a share, with the ex-date next Monday and the payment landing on the fifteenth. The rate is a hair above where it sat a year ago, and the pattern of small monthly increases is the whole point of the exercise. Not one headline raise a year — one that shows up quietly across the calendar. The amount was 26.9 cents last summer, 26.95 in the fall, 27 at year-end, 27.05 in the spring, and 27.1 now. Individually, none of them is news. Stacked, they add up to a forward rate of $3.252 a share, which works out to something in the neighborhood of 5.2% at Tuesday's close — roughly two full percentage points above the yield SCHD prints against a diversified basket at 2.98%. |
The reason to prefer the calendar over the mood is that the calendar keeps its own time. TLT can rally into a Fed keynote and REIT prices can wobble on the same headline; the payment stream is set by the last declaration and the sequence it belongs to. A holder who watches the ex-date is looking at bookkeeping. A holder who watches the payable date is looking at the check. |
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ADVERTISEMENT · MAGI RESEARCH |
A retirement-window frame, in one short primer |
Magi's team put together a plain walk-through of a retirement-window approach — the tax angle, the sequencing, and the questions worth asking before it closes. Not a recommendation; a framework for people who want to think it through on paper first. |
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šµ INCOME WATCH |
Declared. Realty Income (O) — Aug 18, 27.1 cents, flat month over month. Prudential (PRU) — Aug 11, $1.40, flat. Emerson (EMR) — Aug 4, flat. |
Ex-dates ahead this week. NextEra Energy (NEE) — Friday Aug 28 at 62.32 cents, payable Sept 15. Realty Income (O) — Monday Aug 31 at 27.1 cents, payable Sept 15. |
Yield check. SCHD forward yield 2.98% at Tuesday's close. VYM at 2.18%. The ten-year Treasury is omitted this evening — no verified completed-session figure of record at build. |
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The name behind the month-after-month check is worth its own paragraph. |
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š§¾ THE STEADY |
Realty Income (O) has paid a monthly dividend without interruption since October 1994 — more than three decades of monthly checks on file. The raises have arrived quarterly for years now, in tenth-of-a-cent steps: 26.9 cents last summer, 26.95 in the fall, 27 at year-end, 27.05 in the spring, 27.1 now. That works out to a forward rate of $3.252 a share. At Tuesday's $62.83 close the running yield sits in the low fives — roughly a point below the 52-week high of $67.94 and comfortably above the year's low of $55.86. The exposure is monthly, unglamorous, and the sort of position holders tend to keep for exactly that reason. |
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What sits on tomorrow's schedule. |
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TOMORROW'S CALENDAR |
8:30 a.m. ET — Weekly jobless claims. Direction matters more than the header print. |
8:30 a.m. ET — Q2 GDP, second estimate. Revisions to the mix, not the header. |
Through the day — Jackson Hole symposium opens. Speakers begin Thursday; the Chair takes the podium Friday at 10 a.m. ET. |
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Between the ex-date on Monday and the check on the fifteenth, the calendar does what it does. So does the portfolio. And the reason to keep an eye on the mix of monthly and quarterly payers is the same reason to keep an eye on the raises when they show up: the sameness of the pattern is what makes it usable. |
If you hold a monthly-payer, is it the cadence that matters to you, or the amount? Write back and tell me — every note gets read. |
— Randy Cole, Editor |
P.S. A short primer on the executive-order angle behind the mineral-reserve conversation is worth a look — see below. (Ad) |
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