Brad Thomas
Founder & Lead Analyst of Wide Moat Research
Getty Realty looks cheap, so its 7% yield pays investors to wait for a rerating. The net lease REIT, which owns convenience stores, gas stations, car washes and auto service centers, trades at 11.1x P/AFFO against a historical 14.2x. Shares could deliver over 30% annualized total returns. x.comÂ
Getty Realty has a steady growth pipeline because the convenience-store and fuel-retail sector is fragmented, letting it buy properties from operators and lease them straight back on long-term net leases. A reply counters that the stock has been stagnant for five years while it keeps selling new shares. x.comÂ
Realty Income's 20%+ correction is among the most attractive long-term opportunities in the market, since such drops in a blue-chip dividend REIT typically do not last. The business keeps performing, with AFFO per share up 3.8% year over year and 136 monthly dividend increases since its NYSE listing. The stock sits about 10% below its 200-week moving average with a historically oversold daily RSI. x.comÂ
Casey's General Stores is a quiet compounder built on roughly 2,900 local monopolies in rural Midwest towns too small for rivals, where fuel draws traffic and fresh pizza earns the profit. About half its stores sit in towns under 5,000 people, and it is the fifth-largest US pizza chain. Inside margins run 41-42%, FY2025 revenue was $15.9 billion, and recent EPS grew 14-20%. It plans about 500 more locations over three years and has raised its dividend for 25 straight years. x.comÂ
