Jellywonka
2021-10-07
Ok
Warren Buffett Loves This High-Yield Dividend Stock. Is it a Buy?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
9
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":829479583,"tweetId":"829479583","gmtCreate":1633539482205,"gmtModify":1633539482584,"author":{"id":3570614147611531,"idStr":"3570614147611531","authorId":3570614147611531,"authorIdStr":"3570614147611531","name":"Jellywonka","avatar":"https://static.tigerbbs.com/b9774fac6cdbae1bac77d81d9922fb02","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok </p></body></html>","htmlText":"<html><head></head><body><p>Ok </p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/829479583","repostId":2173091050,"repostType":4,"repost":{"id":"2173091050","kind":"highlight","pubTimestamp":1633531020,"share":"https://www.laohu8.com/m/news/2173091050?lang=&edition=full","pubTime":"2021-10-06 22:37","market":"us","language":"en","title":"Warren Buffett Loves This High-Yield Dividend Stock. Is it a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2173091050","media":"Motley Fool","summary":"This specialty company is a high-yield play at nearly 5%, and it's got a very durable business model.","content":"<p>Do you like dividends? If so, you're in good company. Warren Buffett, the CEO of powerhouse investment company <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), is fond of them too; Berkshire's equity portfolio is stuffed with companies that pay their shareholders on the regular.</p>\n<p>One stock in particular stands out. Not only does it have the fourth-highest yield of all 46 stocks in the portfolio, but Berkshire's position of more than $800 million gives Buffett's company a big 9% holding in the company. Read on to find out why Buffett and his team are all-in on this high-yield stock (which currently tips the scales at 4.7%).</p>\n<h3>A great store of value</h3>\n<p>Let's pull the curtain back: The stock in question is <b>Store Capital</b> (NYSE:STOR), which has the distinction of being Berkshire's only real estate investment trust (REIT). As a retail REIT, Store Capital owns and leases retail properties, specifically those operated by single tenants.</p>\n<p>But uniqueness in a portfolio and obvious affection from the investing master are not sufficient reasons for us to put money into a stock (plus, we should remember that Buffett has had his share of misfires -- for example, with troubled food giant <b>Kraft Heinz</b>). So let's explore whether or not Store Capital is a worthy buy for the average investor.</p>\n<p><img src=\"https://static.tigerbbs.com/8151e4a9b31770a27bc464b895522228\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Buffett has always been drawn to companies with straightforward business models and reliable growth. Store Capital certainly ticks those boxes; in the pre-pandemic days, it did a fine job of increasing its revenue. In fact, it managed to nearly double its top line from 2016 to 2019, from just over $376 million to nearly $700 million. Adjusted funds from operations (or AFFO, the most meaningful profitability metric for REITs) leaped even higher, rising from $246 million in 2016 to $463 million in 2019.</p>\n<p>REITs are obligated to spend the vast bulk of their net profits on shareholder remuneration, which is why their dividends tend to be generous relative to other types of companies.</p>\n<p>Store Capital is no different, and thanks to that rising AFFO and bottom line, there always seems to be room for an increase. The REIT has boosted its quarterly dividend at least once annually since going public in late 2014. Across that not-quite-seven year stretch the payout has ballooned from slightly over $0.11 per share to the present level of $0.36.</p>\n<p>The coronavirus pandemic crashed hard into the retail sector, leading to store closures and a general reluctance among customers to leave their homes to shop. That would have been devastating for Store Capital had it not been so widely diversified. The company has properties in 49 states, only <a href=\"https://laohu8.com/S/AONE.U\">one</a> of which (Texas) comprises over 10% of the total dollar amount of that portfolio. The REIT is even more assertive in hedging its tenant list; no single renter is responsible for more than 3% of the total.</p>\n<p>As a result, compared to many other retail REITs (and the retail industry in general), Store Capital has done a good job threading its way through the pandemic. As the coronavirus spread last year, the company pulled back sharply on its typically busy acquisition activity, reducing its buys to a total of just over $800 million, down from $1.69 billion in 2019 and $1.63 billion in 2018.</p>\n<p>Still, $800 million is a big pile for asset buys. So that curtailed-yet-still-vibrant investment activity, combined with Store Capital's standard rent increases, helped the company actually grow its revenue for the year (it was up by over 4% compared to 2019). AFFO inched up by slightly more than 1% -- a pretty small number, but hey, in that environment any growth at all was an impressive feat.</p>\n<h3>Open doors and open wallets</h3>\n<p>So it stands to reason that as the coronavirus (hopefully) starts to recede in a big way as the threat of the delta variant decreases, Store Capital will be in a position to really rack it up. In announcing its second-quarter results in August, the company lifted its AFFO guidance for the full year to $1.94 to $1.97 per share from the previous $1.90-to-$1.96 range. If realized, this would be a meaningful improvement over 2020's $1.83.</p>\n<p>I think Store Capital's new forecast is still conservative. With recent large-scale vaccination mandates dealing hard blows to the coronavirus, even more people will escape their homes for bouts of shopping, to the point where crowds will be the rule and not the exception.</p>\n<p>When this happens, this REIT will start putting up some powerful growth numbers. Store Capital more than held its own during the pandemic; imagine how well it'll do in a much healthier and freer environment.</p>\n<p>We can also easily envision the company maintaining its dividend raise habit as we return to something approaching normal life. Investors, particularly dividend stock aficionados, should absolutely consider putting this stock in their shopping cart.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Loves This High-Yield Dividend Stock. Is it a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Loves This High-Yield Dividend Stock. Is it a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 22:37 GMT+8 <a href=https://www.fool.com/investing/2021/10/06/warren-buffett-loves-this-high-yield-dividend-stoc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Do you like dividends? If so, you're in good company. Warren Buffett, the CEO of powerhouse investment company Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), is fond of them too; Berkshire's equity ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/06/warren-buffett-loves-this-high-yield-dividend-stoc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STOR":"STORE Capital"},"source_url":"https://www.fool.com/investing/2021/10/06/warren-buffett-loves-this-high-yield-dividend-stoc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173091050","content_text":"Do you like dividends? If so, you're in good company. Warren Buffett, the CEO of powerhouse investment company Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), is fond of them too; Berkshire's equity portfolio is stuffed with companies that pay their shareholders on the regular.\nOne stock in particular stands out. Not only does it have the fourth-highest yield of all 46 stocks in the portfolio, but Berkshire's position of more than $800 million gives Buffett's company a big 9% holding in the company. Read on to find out why Buffett and his team are all-in on this high-yield stock (which currently tips the scales at 4.7%).\nA great store of value\nLet's pull the curtain back: The stock in question is Store Capital (NYSE:STOR), which has the distinction of being Berkshire's only real estate investment trust (REIT). As a retail REIT, Store Capital owns and leases retail properties, specifically those operated by single tenants.\nBut uniqueness in a portfolio and obvious affection from the investing master are not sufficient reasons for us to put money into a stock (plus, we should remember that Buffett has had his share of misfires -- for example, with troubled food giant Kraft Heinz). So let's explore whether or not Store Capital is a worthy buy for the average investor.\n\nImage source: Getty Images.\nBuffett has always been drawn to companies with straightforward business models and reliable growth. Store Capital certainly ticks those boxes; in the pre-pandemic days, it did a fine job of increasing its revenue. In fact, it managed to nearly double its top line from 2016 to 2019, from just over $376 million to nearly $700 million. Adjusted funds from operations (or AFFO, the most meaningful profitability metric for REITs) leaped even higher, rising from $246 million in 2016 to $463 million in 2019.\nREITs are obligated to spend the vast bulk of their net profits on shareholder remuneration, which is why their dividends tend to be generous relative to other types of companies.\nStore Capital is no different, and thanks to that rising AFFO and bottom line, there always seems to be room for an increase. The REIT has boosted its quarterly dividend at least once annually since going public in late 2014. Across that not-quite-seven year stretch the payout has ballooned from slightly over $0.11 per share to the present level of $0.36.\nThe coronavirus pandemic crashed hard into the retail sector, leading to store closures and a general reluctance among customers to leave their homes to shop. That would have been devastating for Store Capital had it not been so widely diversified. The company has properties in 49 states, only one of which (Texas) comprises over 10% of the total dollar amount of that portfolio. The REIT is even more assertive in hedging its tenant list; no single renter is responsible for more than 3% of the total.\nAs a result, compared to many other retail REITs (and the retail industry in general), Store Capital has done a good job threading its way through the pandemic. As the coronavirus spread last year, the company pulled back sharply on its typically busy acquisition activity, reducing its buys to a total of just over $800 million, down from $1.69 billion in 2019 and $1.63 billion in 2018.\nStill, $800 million is a big pile for asset buys. So that curtailed-yet-still-vibrant investment activity, combined with Store Capital's standard rent increases, helped the company actually grow its revenue for the year (it was up by over 4% compared to 2019). AFFO inched up by slightly more than 1% -- a pretty small number, but hey, in that environment any growth at all was an impressive feat.\nOpen doors and open wallets\nSo it stands to reason that as the coronavirus (hopefully) starts to recede in a big way as the threat of the delta variant decreases, Store Capital will be in a position to really rack it up. In announcing its second-quarter results in August, the company lifted its AFFO guidance for the full year to $1.94 to $1.97 per share from the previous $1.90-to-$1.96 range. If realized, this would be a meaningful improvement over 2020's $1.83.\nI think Store Capital's new forecast is still conservative. With recent large-scale vaccination mandates dealing hard blows to the coronavirus, even more people will escape their homes for bouts of shopping, to the point where crowds will be the rule and not the exception.\nWhen this happens, this REIT will start putting up some powerful growth numbers. Store Capital more than held its own during the pandemic; imagine how well it'll do in a much healthier and freer environment.\nWe can also easily envision the company maintaining its dividend raise habit as we return to something approaching normal life. Investors, particularly dividend stock aficionados, should absolutely consider putting this stock in their shopping cart.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/829479583"}
精彩评论