New to DGF

[stewardinlife]

(05-18-2015, 01:19 PM)EricL Wrote: 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.

Thanks!