NNN Reit - national retail properties

$NNN (+0.35%)

At 8:41 a.m. today, NNN announced a dividend of $58 cents per share as of Nov. 15. The ex date is October 31.

So we are dealing with a dividend aristocrat that has been increasing its dividends for over 35 years.

In addition, the positive news of the last few weeks has meant that we have reached a new 52-week high today and are getting ever closer to the all-time high.

A small but mighty dividend aristocrat, today's payout was 2.7% more than in the last quarter. An increase for the 35th year in a row.😊👍

⚠️US-PCE inflation report for January 2024:

• The PCE (Personal Consumption Expenditures) Price Index is the Federal Reserve's preferred inflation measure, reflecting changes in consumer spending on goods and services
• Ex. REITs (Real Estate Investment Trusts) from FED

📈 Immediate reaction:

• Equity futures 📈
• US dollar 📉
• Bond yields 📉

✨ Core PCE prices rise:

The Fed's preferred inflation indicator, US Core PCE prices, rose 2.8% Y/Y, in line with expectations and slowing from 2.9% in December. This is the lowest annual reading since March 2021.

📉 Headline PCE inflation:

Increase of 2.4% Y/Y, hits estimates, following a 2.6% rise in December. This is also the lowest level since March 2021.

🔢 Monthly changes:

US PCE prices rose 0.3% M/M, in line with estimates. US Core PCE prices also increased by 0.4% M/M, in line with expectations.

🔑 Main finding:

The slowdown in core PCE inflation is good news for the Federal Reserve.

🚀 However...

...US inflation continues to rise much faster than the Fed's target of 2%.

🧐 Core inflation remains stubborn:

It is likely to remain well above the Fed's target for the foreseeable future. The Fed's fight against inflation is therefore far from over.

💡 Perspective:

Contrary to market expectations of a rate cut in June, I believe a cut is unlikely to come until late Q3 as inflation is taking longer than hoped to return to the Fed's 2% target.

Source:

• https://www.bea.gov/data/income-saving/personal-income

_____

Digression:

Headline PCE inflation captures all categories of personal spending by measuring the average price change for all goods and services purchased by consumers for consumption purposes. This comprehensive view makes it an important indicator of overall inflation in the economy.

$O (+0.15%)
$ADC (+0.31%)
$VICI (+0.17%)
$NNN (+0.35%)

$VICI (+0.17%) an interesting point of view

The article also refers to $O (+0.15%) and $NNN (+0.35%) or used as a comparison

https://seekingalpha.com/article/4657284-a-deep-look-at-vici-properties

A 2nd tranche. Would not have thought that the 2nd tranche comes so quickly😅 I stock up but still like cheaper if nothing has changed in the business.

A first position opened by this dividend aristocrat.

In particular, the stable financial situation due to the long maturities, makes the company exciting in a competitive comparison.

In my opinion, the share price offers a nice entry opportunity 💪🏼

Next month, NNN raises dividend for 34 consecutive year💪😎 by 2.7% from $0.55 to $0.565 per share

For my position this means

a "juicy" increase

of about $0.98 gross per quarter 💪😂

Wasn't juicy enough for me and approved myself another increase today of about $3.96 gross per quarter💪😁

If the position remains so's 2024 162,72$ gross 💪😁 net it will be about.100€. Means at the same time 4 cases of beer just so "given" 😍😂

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (+0.22%)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (+0.83%)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (+0.29%)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (+0.09%)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (-1.75%)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (+0.18%)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (-0.58%)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (+0.68%)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (+0.55%)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (+0.92%)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (+0.43%)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (+0.4%)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (+0.55%)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (+0.53%)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (+0.96%)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (+0.75%)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (+0.15%)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (+0.35%)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (+0.39%)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (+0.31%)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (+0.66%)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (+1.06%)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (+0.44%)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (+0.46%)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (+0.05%)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (+0.88%)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (+0.33%)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (+0.33%)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (+0.71%)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (+0.43%)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (+0.37%)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (+0.62%)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (+0.2%)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (+0.68%)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (+1.58%)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (+0.89%)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (+2.44%)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (+1.25%)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (-0.09%)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (+0.75%)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (+1.07%)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (-0.6%)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (+0.49%)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (+0.93%)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (+1.43%)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (+0.29%)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (+1.79%)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (+1.21%)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+0.17%)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-0.07%)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (+1.17%)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (+1.19%)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/