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Trump’s Next Resource Target? This $5 Stock |
One government-backed stock exploded 388% in just 8 days. Another surged 216% in four months. |
Now economist Dr. Mark Skousen believes Trump’s team could be lining up its next critical-resource play. |
The target? A little-known $5 stock that already has a 75,000-metric-ton purchase agreement with Tesla and $130 million in government grants. |
If Skousen is right, this stock may not stay under the radar much longer. |
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🏠 A monthly payment declared yesterday |
One REIT, one monthly cadence, one calm read on today's income lens |
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Realty Income (ticker O) sent word yesterday afternoon that its next monthly dividend will be 27.1 cents a share, payable September 15 to holders of record August 31. Same amount as July, same amount as June, same amount as May. Sameness is the news, and for the kind of holder that owns O, sameness is what they signed up for. The trust listed publicly in 1994 and has paid a dividend every month since without missing one. It has raised the monthly payment more than 130 times over those three decades. The step-up cycle isn't this month — the annual raise is closer to spring. |
What makes a REIT worth owning in this account is not the raise cadence, though. It is the legal discipline of paying out roughly 90% of taxable income, which is the price REITs pay in exchange for their tax structure. That is why REITs live inside IRAs more often than taxable brokerage accounts — the distributions are taxed as ordinary income, and an IRA neutralizes the drag. Realty Income's tenants are mostly free-standing retail, warehouses and grocery-anchored strip centers on long triple-net leases, where the tenant covers taxes, insurance and maintenance. Rents are contractually stepped up over time, and average lease terms typically run beyond a decade — which is what lets the trust promise the same $0.271 four months in a row and mean it. The distributions land on the fifteenth of the month. |
The other useful frame is against the 10-year Treasury. At 4.75% into Tuesday's close, a Treasury pays a fixed coupon backed by the federal government. Realty Income's forward rate of $3.252 a share against Tuesday's $62.21 close works out near a 5.2% yield. That gap is not free — a stock's price can and does move, and O's 52-week range from $55.86 to $67.935 shows the room the price uses. But for a portfolio that already holds Treasuries and index positions, the extra yield is what a REIT structure is paying you to accept some price volatility around a monthly cash stream that has, in fact, showed up more than 380 times in a row without a skip. Whether that trade fits the account is the reader's call, not this newsletter's. |
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ADVERTISEMENT · STANSBERRY RESEARCH |
The private side of the SpaceX story. |
An analyst went to Starbase for the SpaceX S-1 and came back with a piece the Wall Street write-ups skipped over. Stansberry has posted the report free. Paid advertisement. Not investment advice. Past results do not guarantee future performance. All investing involves risk of loss. |
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Here's the income calendar behind the essay. |
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💵 INCOME WATCH |
Declared · Realty Income (O) declared yesterday, Aug 18, at $0.271 monthly — the fourth month running at this rate. Payable Sep 15, ex-date Aug 31. No raise this cycle; the annual step comes in spring. |
Ex-date ahead · 3M (MMM) goes ex Monday, Aug 24, at $0.78 quarterly. Declared Aug 14, payable Sep 11. |
Yield check · The 10-year Treasury sits at 4.75% (Aug 18 close, per FRED). SCHD, the broadest dividend-growth ETF, carries a forward yield of 3.03%. The Treasury is more than a full point above the diversified dividend-growth number tonight. |
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And a longer look at the name behind the declaration. |
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🧾 THE STEADY · REALTY INCOME (O) |
1994 · Public since October — 380-plus consecutive monthly dividends without a miss. |
130+ · separate monthly raises across the run — small steps, most cycles, not big ones. |
$3.252 · forward annual rate, which has been running near a 5.2% yield against the Aug 18 close of $62.21. |
$55.86–$67.935 · 52-week price range — the room the stock uses around the monthly payment. |
Not a fast compounder and not a Treasury substitute. A monthly bill that arrives on time, from a landlord you can look up. |
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📅 TOMORROW'S CALENDAR |
8:30 a.m. ET · Weekly initial jobless claims (Labor Department). The band has been narrow for months; the trend line is the useful read. |
Pre-market · Target, Lowe's and TJX report second-quarter results — a wide read on the consumer, from big-box to off-price. |
10:00 a.m. ET · Existing home sales for July (National Association of Realtors). Watch the median-price line as much as the units. |
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Early Bird sends a brief text if any of tomorrow's prints or reports lands with a number a long-term holder wants to know overnight. Free, two to three texts a week, opt out anytime. Sign up here. |
How do you think about the monthly cadence on a name like O — is that the point, or a nice-to-have next to the yield? Write back — I'd like to hear it. |
— Randy Cole, Editor |
P.S. If you want the shortest plain-English brief on what would change in the first 72 hours after an OpenAI IPO filing, our free brief is still up. Read it here. (From The Money Memo) |
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