Healthcare REIT Ventas (VTR) continues to search for its footing and has declined ~22% in the last month. Investors didn’t like the October 25th earnings call as the company lowered its senior housing (“SHOP”) guidance. We warned of this danger facing Ventas back in late June, and have avoided investing in the stock. However, we’re now sharing an attractive, new, income-generating, Ventas options trade. We believe this is an attractive trade to place today, and potentially over the next few days, as long as the price of Ventas doesn’t move too dramatically before then.
New Options Trade: P&G Shares Expensive, Yield Is Ugly Low
The market has been strong this year, but dividend yields on popular blue-chip stalwarts have been in decline (as price rises, yields mathematically fall). P&G's has clearly improved (and is now firing on all cylinders), but its valuation and dividend yield are not appealing relative to the sector and its own trading history. This report shares an attractive, Procter & Gamble, income-generating options trade.
New Options Trade (Income-Generating): EastGroup Properties Has Been On Fire
EastGroup Properties (EGP) is an industrial REIT, and it has posted incredible performance in recent years (its price is up 138% since the start of 2016, and that is excluding its big dividend payments). And considering its performance, the options market is currently offering attractive premium income on the shares thanks to some perhaps over-confident “herd-following” investors. We currently own shares of EGP (we have since 2016), and this report explains why we like a specific income-generating EGP options trade.
New Options Trade: Johnson & Johnson Asbestos Fear, High Income Opportunity
Jonson & Johnson is a healthy blue chip dividend aristocrat. The shares have already inappropriately been beat up this year. And they just sold off another 6.2% on Friday thanks to overblown fear related to an irrelevant trace of asbestos found in a lot of its baby powder. These fear-driven factors have combined to create an attractive income-generating options trade opportunity, as described in this report.
New Options Trade: ABB Ltd, High Income Opportunity on a Big-Dividend Payer
ABB Ltd is an attractive, big-dividend (4.3% yield), industrial automation company that operates out of Switzerland and trades on the New York Stock Exchange. And the options market is currently offering some very attractive premium income on the shares thanks to an unsurprising dose of shortsighted market participants. This report explains why we like the company and why we like the trade. More specifically, we believe this is an attractive trade to place today, and potentially Tuesday and/or Wednesday, as long as the share price doesn’t move too dramatically before then.
Options Trade: Energy Transfer, Attractive Premium Income
Energy Transfer is an attractive, big-distribution midstream energy company, and the price is significantly too low (in our view) because it has been incorrectly lumped in with other energy stocks whose near and intermediate term prices are more dependent on energy prices (ET has stable long-term contracts based on volume, not energy prices). Further, the recent volatility has created an attractive high-income-generating opportunity in the options market. This write-up shares the specific details on this attractive income-generating trade.
Options Trade: HCP’s Volatility Creates High Income Opportunity
We are sharing an attractive income-generating options trade that exists because of current market conditions. Specifically, after completing a major portfolio restructuring in recent years, healthy-dividend healthcare REIT HCP is now well-positioned for strong income in the years ahead, but has recently sold-off thereby creating an attractive income-generating options trade opportunity. We believe this is an attractive trade to place today, and potentially tomorrow, as long as the share price doesn’t move too dramatically before then.
Options Trade: WP Carey REIT, Attractive Income
REITs have been on fire this year, as you can see in the following chart. REITs (XLRE) are up more than 30%, while the S&P 500 is up just over 20%. And popular, 4.6% dividend yield, WP Carey REIT is up an impressive 42% year-to-date. For those of you who wish you’d have bought into WP Carey at a lower price (and for those of you who may want to buy more), there is another way, besides just sitting and waiting for a sell-off so you can “buy low.”
STAG Options Trade: Fear-Driven Sell-Off, High Income Opportunity
As we recently wrote about in detail here, Stag Industrial (STAG) pays big monthly dividends (5.1% yield) and it has “more octane” than other REITs. The “octane” generally makes Stag shares go up more when the market is strong, healthy and calm, but down more (compared to other REITs) when the market sells off. And the market sold-off hard on Friday, and Stag’s shares were down a large 4.75%, thereby creating this very attractive high-income-generating options trade opportunity.
Options Trade: Simon Property Is Priced Right, Pays Lots Of Income
We’ve written about the attractiveness of healthy dividend REIT Simon Property Group (SPG) in the past, most recently here. But we’re highlighting it again now because the valuation and income available are increasingly very attractive. The narrative that the Internet will kill all brick-and-mortar stores is way overblown in Simon’s case, so we are sharing this very attractive options trade opportunity.
Options Trade: New Residential: Why This 13.3% Yielder Fell 16%, And What Comes Next
Big-dividend mortgage-related REIT, New Residential (NRZ), is down 16% in the last few months while the overall market (SPY) is still up. This article explains why it fell, what will likely happen next, and we conclude with an attractive income-generating options trade that you may want to consider.