Corporate Office Properties Trust (COPT) (NYSE: OFC) is an office REIT headquartered in Columbia, Maryland, equidistant between Baltimore and Washington, D.C. As of Sept. 30, 2020, COPT’s core portfolio of 174 office and data center properties encompassed 20.2 million square feet and was 94.6% leased. COPT is differentiated from other office REITs because: 1) it has a unique franchise of office properties and land positions that serve priority U.S. Government defense activities, such as information technology and hyperscale cloud computing, collectively referred to as Defense/IT Locations, and 2) its impressive track record of completing an average of 1 million square feet of developments annually at its Defense/IT Locations, which are highly leased and create significant shareholder value.

  • COPT owns and controls over 850 acres of the most relevant land locations, which limits competing supply and can accommodate over 10 million square feet of future mission growth.
  • 1.6 million square feet are under construction; 84% of that space is pre-leased and should support impressive growth in the coming quarters.
  • A secure common dividend yields 4.8%—an attractive premium to the yield from 10-year U.S. Treasuries.
  • An investment grade-rated balance sheet supports future growth through development, and ensures dividend safety.
  • The Company continues to meet or exceed its 2020 plan objectives and operates largely unimpeded by pandemic-related restrictions, shutdowns, or tenant credit issues.

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As markets and retailers have been buffeted by 2020’s unique challenges, 1-800-FLOWERS.COM, Inc. (FLWS:NASDAQ) has managed to meet the needs of its investors and customers by enhancing its Celebratory Ecosystem and fortifying its business strategy with new acquisitions. Leveraging the popularity of its e-commerce mainstays, which include Harry & David®, The Popcorn Factory®, Cheryl’s Cookies®, 1-800-Baskets.com®, Simply Chocolate®, and Shari’s Berries®, as well as the most recent addition to its brand portfolio, PersonalizationMall.com, the company’s focus on consumer satisfaction drove strong revenue growth over the past fiscal year.

  • ~$1.5 billion total net revenues in fiscal year 2020, a 19.3% increase over 2019
  • Net income in fiscal year 2020 of $65 million
  • New customer growth over the fiscal year of more than 30%
  • Increased revenue growth in the Gourmet Foods and Gift Baskets segment of more than 112% in Q4/FY 2020
  • Acquisition of PersonalizationMall.com and additional services and products developed for vendors and customers

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Southern Company (NYSE: SO) is an energy company providing electric and gas service to nine million customers across the United States through its subsidiaries. The company is focused on making, moving, and selling reliable, low-cost energy solutions from traditional and renewable power sources, as well as providing superior customer service. Recognizing the rapid evolution of the energy sector, including new technologies, customer preferences, and environmental, social, and governance initiatives, Southern Company is working to advance its solar, wind, and nuclear holdings, develop microgrids, and significantly reduce its system’s greenhouse gas emissions.

  • Serving 9 million customers through 7 subsidiaries across the U.S.
  • 288 consecutive quarterly dividends equal to or greater than those in the previous quarter (more than 70 years)
  • Approximately 44,000 megawatt generating capacity
  • Developing microgrids and deploying energy storage systems throughout the U.S.
  • Subsidiary Southern Power provides 11,300 MW of wholesale solar, wind, fuel cell and natural gas generation in 13 states
  • Subsidiary PowerSecure provides distributed infrastructure technologies in 32 states

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CVS Health (NYSE: CVS) employees are united around a common goal of helping people on their path to better health. The company is evolving based on changing consumer needs, meeting people where they are, whether that’s in the community at one of its nearly 10,000 local touchpoints, in the home, or digitally – in the palm their hand. Its newest offerings—from HealthHUB® locations that are redefining what a pharmacy can be, to innovative programs that help manage chronic conditions—are designed to create a higher quality, simpler, and more affordable experience.

  • Ranked #5 on the 2019 Fortune 500 list
  • Market cap of ~$84 billion as of June 2020
  • Largest pharmacy in the U.S. based on total prescription revenue as of June 2020
  • 2.8 billion adjusted prescriptions* filled or managed annually
  • 1,100 walk-in medical clinics as of Q2’2020
  • An estimated 34 million people served through health insurance products and related services
  • 4.5 million customers served by CVS Pharmacy stores daily
  • Approximately 103 million PBM (pharmacy benefit manager) members 

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With its record of providing annual dividend increases now 30 years and counting, National Retail Properties Inc. (NYSE: NNN) heads into 2020 in a solid position. NNN’s balance sheet remains strong, the company continues to build long-lasting relationships with preeminent national and regional retailers, and its nationwide property holdings remain 99% occupied.

  • More than 3,100 retail properties leased to 400 tenants in 48 states
  • $715.6 million invested in properties leased to relationship tenants in 2019
  • $4.9 billion invested with relationship tenants since 2010
  • One of only three REITs to have increased annual dividends for 30 consecutive years or more

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Southwest Gas Holdings, Inc. (NYSE: SWX), through its subsidiaries, engages in the business of purchasing, distributing, and transporting natural gas, and providing infrastructure services across North America. Southwest Gas Corporation (Southwest), a wholly owned subsidiary, safely and reliably delivers natural gas to over two million commercial and residential customers in Arizona, California, and Nevada. Centuri Group, Inc. (Centuri), a wholly owned subsidiary, is a comprehensive utility infrastructure services enterprise dedicated to delivering a diverse array of solutions to North America’s gas and electric providers.

  • Dividend per share growth: approximately 8.35% for the last five years
  • Total compound annual shareholder return: 18.18% for the 10-year period ended June 30, 2019
  • 1.7% customer growth for the 12 months ended June 30, 2019 (Southwest)
  • Serving over two million customers (Southwest)
  • 2019-2021 capital expenditures estimated at $2.1 billion (Southwest)
  • Projecting 11% annual rate base growth over the period 2019-2021 (Southwest)
  • One of North America’s largest providers of utility and energy infrastructure services (Centuri)
  • Continued growing trend with record financial results in 2018 (Centuri)

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