I would rank them in order of current attractiveness as UNP, OHI, O then WMT.
UNP is trading at fair value for the first time in about a year and a half and OHI is nice with a 6% yield.
I like O as well, but its still a bit expensive in my own opinion.
I sold WMT last fall due to the declining growth rate and relatively weak dividend yield. Just not enough growth there for my tastes.
Long UNP, O, OHI.
UNP is trading at fair value for the first time in about a year and a half and OHI is nice with a 6% yield.
I like O as well, but its still a bit expensive in my own opinion.
I sold WMT last fall due to the declining growth rate and relatively weak dividend yield. Just not enough growth there for my tastes.
Long UNP, O, OHI.