Creator sentiment
2 creators · 2 views · past 7 days
Updated October 20, 2026
The bull case
- +Trading at $0.87 on the dollar of asset value after debt, making it very cheap.
- +The 7.7% dividend is safe even if Caesars' rent is cut by 20-30%, due to a large cushion between AFFO per share ($2.46) and dividend ($1.77).
- +MGM has strong 2.8x rent coverage, and Las Vegas diversification into sports and events supports tourism.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Ranking High Yield Dividend Stocks Near Their Lows!
Trading at $0.87 on the dollar of asset value after debt, making it very cheap. · The 7.7% dividend is safe even if Caesars' rent is cut by 20-30%, due to a large cushion between AFFO per share ($2.46) and dividend ($1.77). · MGM has strong 2.8x rent coverage, and Las Vegas diversification into sports and events supports tourism.
📹 Is a VICI Dividend Cut Coming? (Caesars Rent Reduction?)
Even a 20% rent cut from Caesars would keep the dividend well covered with an 82.4% AFO payout ratio. · A dividend cut would require a 53-54% rent reduction, which is highly unlikely. · Tenant concentration with Caesars is a concern, but the dividend is safe for now. · The stock is undervalued, trading at a low multiple with potential upside of 18-40%.