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Bill Combs
@billcombs · Aug 23

VICI Properties

Lately, I've been thinking about adding shares of VICI Properties to my portfolio, which focuses primarily on casinos, hotels, bars and golf courses. I am very attracted to this REIT as the fundamentals of this company are very solid and the payout ratio is approximately 70%, while for example REIT Realty Income $O has a payout ratio of approximately 220% and both companies pay a similarly high dividend. In addition, the share price of $VICI currently looks nice to me as I have the intrinsic share price calculated at $35.

Do you have $VICI stock included in your portfolio and if so, at what price are you overbought?

DD
Daniela Duong @danieladuong Aug 24

Vici is fine, but again they have quite a big debt 🤔

BC
Bill Combs @billcombs Aug 24

Yeah, the debt is quite large.

MD
Monday Dayton @mondaydayton Aug 24

I have both companies in my portfolio, $O has been quite according and I regularly overbuy, keeping my purchase around $59 average. I have included $VICI relatively recently, I also like it a lot and have a purchase there of about 29$, anything around 30$ purchase looks good to me. 😊

BC
Bill Combs @billcombs Aug 24

Great, I have those prices set to buy as well. I'll buy $O under $58 and I'll buy $VICI under $30.

AY
Alden Yap @aldenyap Aug 24

The only thing that puts me off a bit on vici is the debt 🤔 15B is a lot for them.

BC
Bill Combs @billcombs Aug 24

It's true that their debt is quite high.

MR
Mike Rowe @mikerowe Aug 23

I'm thinking about it too, it's on my watchlist.

BC
Bill Combs @billcombs Aug 24

Great, at least I'm not the only one :D