VICI 是当前最佳的 REIT,强劲的基本面与收益率支撑在近期股价受压的情况下继续买入。
逐段跳播
现在,到目前为止最多的票数确实投给了 Vichy。这大概是因为它的收益率高于 7%。不过,我也在我的频道上经常谈论 Vichy。所以我猜,我的很多观众可能自己也喜欢 Vichy。
他们可能自己也投资了 Vichy,他们可能在其中看到了很多价值。我当然看到了。我认为 Vichy 是最好的房地产股票之一。在我看来,Vichy 是当前市场上最好的 REIT,无论是从价值、从股息,还是从业务来看。
它是一门了不起的生意。我简直不敢相信价格这么低。
Now, by far the most votes did go to Vichy. That's probably because it's yielding above 7%. Although, I do also talk about Vichy a lot on my channel. So, I'm assuming, you know, a lot of my viewers might also like Vichy themselves. They might also be invested in Vichy themselves and they might see a lot of value in it. I certainly do. I think Vichi is one of the best RE stocks. In my opinion, Vichi is the best REIT right now in the market in terms of the value, in terms of the dividend, in terms of the business. It's an incredible business. I can't believe how low the price is.
这两只股票都在下跌,但 Vichy,尤其是 Vichy,一直被严重压制,我不明白为什么,我永远不会明白 Vichy 为什么以现在的水平交易。业务非常出色。他们总是能收到租金。我其实刚做了一个关于 Vichy 的视频。
我可能已经提过了。但没错,我最近做了一个关于 Vichy 的视频。所以如果你想看那个更深入的分析,但股息非常出色。而且 Vichy 当然拥有这些赌场和度假村。现金牛资产。再次强调,总是能收到租金,从不漏收租金。
所以,关于它们有太多可喜欢的地方。所以,这就是为什么它们是我过去一个月买入最重的两只。
Both stocks have been dipping but um Vichy especially Vich has been just heavily suppressed and I don't understand why I will never understand why Vichi trades at the levels it's at. Uh the business is incredible. They always collect their rent. I actually just made a video on Vichi. I might have mentioned that already. But yeah, I recently made a video on Vichi. So if you want to watch that deeper dive into it, but the dividend is phenomenal. Um, and Vichi of course owns, you know, these casinos and resorts. Cash cow properties. Again, always collecting rent, never misses rent. So, um, there's just so much to like about them. So, that's why they were like the two heaviest that I that I bought into over the past month.
Vichy Properties 下跌 14%。它已经是我们的第四大持仓。所以,是的,我们确实想小心一点,不要对它敞口过大,但事实是,在我们仍然是我在整个市场里最喜欢的 REIT 上,我们下跌了两位数,我们得买入更多。
我仍然会大量买入。Vichy,尤其在我的私人更大规模的投资组合里。
Vichy Properties down 14%. It's already our fourth largest holding. So, yeah, we do want to be a little careful about getting too overly exposed to it, but the fact that we're down double digits on what is still my favorite REIT in the entire market, we got to be buying more. I will be buying heavily still. uh Vichy and also especially in my private larger portfolio.
这个频道对 $VICI 的历次判断
Ale's World of Stocks 在这只股票上只有这一条判断。