Focused Investing

Focused Investing

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Focused Investing
Trade Alert: ONL

Trade Alert: ONL

Paul Drake's avatar
Paul Drake
Mar 06, 2025
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Focused Investing
Focused Investing
Trade Alert: ONL
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Credit: Orion Properties

Very brief note here. I used available cash to add 1100 shares of ONL just before the close today. I might reverse this later, but the 30% stock price drop just seemed excessive.

The dividend dropped 5x, so income investors were spooked.

Cash NOI was $102M for 2024, and likely will be $80M for 2025. They have been having good suc…

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