Yesterday, one of my “employees” got a raise. PepsiCo, Inc. (PEP) increased its quarterly dividend by 4 % to $1.48 per share. Even though PEP is one of our smaller holdings, I’m genuinely grateful for the extra cash flow.

I was also pleased with Realty Income’s (O) quarterly report, which was released after market close. It showed solid growth, strong leasing activity and raised full-year guidance. In after-hours trading the stock saw a modest gain — nothing dramatic, but no disappointment either. Many analysts believe much of the good news was already priced in and that the market is now waiting for more details from the earnings call. 

Here’s hoping (O) can help offset some of the damage (TSLX) inflicted on the portfolio yesterday.

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This is a new post on the new dewlar.me blog.
You can find the old blog here:https://mrsdewlar.blogspot.com

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