Avocado_smash
Posted - 2 days ago
$ADC $CSR $DEI $SLG $FCPT
saab93boi
Posted - 4 days ago
@RENEWABLEDIVIDENDS if you like $O maybe take a look at $ADC as well
lextrading
Posted - 1 week ago
$ADC I've updated the post at the bottom to include a fractal that the stock seems to be tracking. See it in my Substack: https://open.substack.com/pub/kxuongle/p/agree-realty?r=2bgp9u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
insiderbuyingselling
Posted - 1 week ago
$ADC new insider buying: 450 shares. http://insiderbuyingselling.com/?t=ADC
saab93boi
Posted - 1 week ago
$ADC Been watching for an entry and finally got in at $55! Will let this chill in my IRA.
MM1988
Posted - 1 week ago
$O $ADC $VICI Patience is key. Use the opportunity to accumulate.
There is a time and place for everything - repricing will happen eventually.
coreholder
Posted - 3 weeks ago
@swingingtech I own $O and $DG would also suggest $ADC—a smaller growing version of $O
TimothyCavendish
Posted - 3 weeks ago
$HIMS Madness struck: I sold 10% of my Hims holdings on Friday! It is not about losing conviction, more about risk management. Heavy hearted, reinvested proceeds in my DIV income portfolio. Initiated full position on Equinor, doubled up on $NLCP, and added on my favorite REITs ($VICI, $ADC, $EPR) and my favorite internally managed BDCs (CSWC, HTGC, MAIN) for an additional 10k annually. Good enough for a nice annual ski holiday with family and a couple of big nights out with the boys. Thank you Hims!
lextrading
Posted - 3 weeks ago
$ADC There are many reasons to sell a stock but only one reason to buy. And insiders have been loading here like there is no tomorrow.
MM1988
Posted - 3 weeks ago
$O $ADC $VICI I’m so ready for the turnaround in this space
MM1988
Posted - 02/29/24
$ADC increased position by 20%. Buy and hold
Arcfox7
Posted - 02/29/24
$ADC great news today:
https://finance.yahoo.com/news/feds-preferred-inflation-gauge-logs-lowest-annual-rise-since-march-2021-133219019.html
KBalla
Posted - 1 month ago
$ADC My girlfriends are worried that I won’t load up enough here to really prosper when rates start dropping.
MM1988
Posted - 1 month ago
$ADC Bullish on this in the long term, and I will keep adding at these levels - however this stock is very much reliant on lower rates in order to grow again.
Cost of capital for this company is sitting at around 7% at this moment, which is about the same as cap rates in the market right now, which means there are no deals to be made because they dont get the investment spread that is accretive to shareholders.
Either lower rates or a big fall in property prices is needed in order to surpass the standard 3% AFFO per share growth.
Same goes for $O even though their cost of capital is cheaper meaning they can do some deals to grow. However O also guided down investments to 2$ billion this year due to an unattractive market for acquisitions currently.
razorsedge4343
Posted - 1 month ago
@headsortails2066 Can't believe no one mentioned $ADC
coreholder
Posted - 1 month ago
$ADC People forgot they will need actual income later 🤫
CEOBuysDisclosures
Posted - 1 month ago
$ADC CEO purchased 3,500 shares at $56.92 for a total of $199,220. Agree Joey now owns 562,631 shares. https://ceo-buys.com
lextrading
Posted - 1 month ago
$ADC This is no of my longer posts. See the chart as the stock moves towards its long-term support and the bullish pattern that it is building. I also detail the catalyst that's coming up for the stock and insider activity going back to May 2023! https://open.substack.com/pub/kxuongle/p/agree-realty?r=2bgp9u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
insiderbuyingselling
Posted - 1 month ago
$ADC new insider buying: 3500 shares. http://insiderbuyingselling.com/?t=ADC
MaxwellEdison
Posted - 1 month ago
$ADC Insiders buying big and so am I.
insiderbuyingselling
Posted - 1 month ago
$ADC new insider buying: 20102 shares. http://insiderbuyingselling.com/?t=ADC
coreholder
Posted - 1 month ago
$ADC juicy at these levels
razorsedge4343
Posted - 1 month ago
$ADC More insider buying. I'm getting a little tempted to average up here.
insiderbuyingselling
Posted - 1 month ago
$ADC new insider buying: 20430 shares. http://insiderbuyingselling.com/?t=ADC
coreholder
Posted - 1 month ago
@MM1988 Good to see you initiated a 100 shares in $ADC too 👌🔥
coreholder
Posted - 1 month ago
@MM1988 It’s a very good point. $ADC is only $300 million more in market cap than Spirit was ($6 billion).