The Geo Group

bin gestern mit kleiern Posi rein,
ist als langzeit long divi gedacht.
Da das Handelsvolumen in DE nicht so groß ist lieber ne kleine Posi.

aus: https://www.geogroup.com/who_we_are

Our Vision
GEO aspires to be the world's leading provider of evidence-based rehabilitation across a diversified spectrum of correctional and community reentry services.

Our Mission
GEO's mission is to develop innovative public-private partnerships with government agencies around the globe that deliver high quality, correctional, community reentry, and electronic monitoring services while providing industry leading rehabilitation and community reintegration programs to the men and women entrusted to our care.

 

was dann einen eigenen Thread ?????

Gibt doch einen.  

der andere Thread ist ein gemeinschaftsthread mit ner anderen Aktie.
Hätte Geo einen eigenen Thread hät i auch keinen angelegt  

nur passen Geo und Corecivic im anderen Thread einfach zusammen. Die gesamte Branche gibt ja sonst nichts her, da würde meiner Meinung nach ein Thread genügen.

 

The GEO Group Reports Third Quarter 2019 Results

https://www.bloomberg.com/press-releases/...hird-quarter-2019-results

The GEO Group Reports Third Quarter 2019 Results

 * 3Q19 Net Income Attributable to GEO of $0.39 per diluted share
 * 3Q19 Adjusted Net Income of $0.44 per diluted share
 * 3Q19 AFFO of $0.72 per diluted share
 * Updated FY19 guidance for Net Income Attributable to GEO of $1.45-$1.47
   per diluted share and Adjusted Net Income of $1.60 to $1.62 per diluted
   share
 * Updated FY19 AFFO guidance of $2.75-$2.77 per diluted share
 * Repurchased $34 million of senior unsecured notes due 2022 and closed on
   $44 million, 15-year real estate loan bearing interest at 4.22% annually

...

Third Quarter 2019 Highlights

 * Net Income Attributable to GEO of $45.9 million or $0.39 per diluted share
 * Adjusted Net Income of $0.44 per diluted share
 * Net Operating Income of $172.2 million
 * Normalized FFO of $0.59 per diluted share
 * AFFO of $0.72 per diluted share

GEO reported third quarter 2019 net income attributable to GEO of $45.9
million, or $0.39 per diluted share, compared to $39.3 million, or $0.33 per
diluted share, for the third quarter 2018. GEO reported total revenues for the
third quarter 2019 of $631.6 million up from $583.5 million for the third
quarter 2018. Third quarter 2019 results reflect a $1.2 million loss on real
estate assets, pre-tax, $6.1 million in start-up expenses, pre-tax, and a $0.6
million gain on the extinguishment of debt, pre-tax, related to the repurchase
of $34 million of senior unsecured notes due 2022. Excluding these items, GEO
reported third quarter 2019 Adjusted Net Income of $52.9 million, or $0.44 per
diluted share.  

The GEO Group Inc (GEO) Q3 2019 Earnings Call Transcript

https://www.fool.com/earnings/call-transcripts/...gs-call-transc.aspx  

Bin mal mit einer kleinen Position rein, siehe auch das Video dazu:
 

für GEO:

https://www.finanznachrichten.de/...n-and-customs-enforcement-020.htm  

https://www.businesswire.com/news/home/...uarterly-Cash-Dividend-0.48  

The GEO Group Reports Fourth Quarter and Full-Year 2019 Results

https://www.bloomberg.com/press-releases/...nd-full-year-2019-results

Fourth Quarter 2019 Highlights

  * Net Income Attributable to GEO of $38.1 million or $0.32 per diluted share
  * Adjusted Net Income of $0.38 per diluted share
  * Net Operating Income of $151.5 million
  * Normalized FFO of $0.53 per diluted share
  * AFFO of $0.66 per diluted share

Full-Year 2019 Highlights

  * Net Income Attributable to GEO of $166.6 million or $1.40 per diluted
    share
  * Adjusted Net Income of $1.60 per diluted share
  * Net Operating Income of $654.7 million
  * Normalized FFO of $2.19 per diluted share
  * AFFO of $2.75 per diluted share

 

The GEO Group, Inc. 2019 Q4 - Results - Earnings Call Presentation

https://seekingalpha.com/article/...esults-earnings-call-presentation

The GEO Group's (GEO) CEO George Zoley on Q4 2019 Results - Earnings Call Transcript

https://seekingalpha.com/article/...-results-earnings-call-transcript

 

  The GEO Group Announces Five-Year Contract With U.S. Immigration and Customs
  Enforcement for Intensive Supervision and Appearance Program (ISAP)

https://www.bloomberg.com/press-releases/...intensive-supervision-and

 

Auszahlung 24.4
 

thx tuorT hat i jetzt so übersehen und vorallem schön das se in dieser Zeit divi zahlen

hier nur nochmal der Link zur Divi News:
http://investors.geogroup.com/file/Index?KeyFile=403524310  

The GEO Group Reports First Quarter 2020 Results

https://www.bloomberg.com/press-releases/...irst-quarter-2020-results

First Quarter 2020 Highlights

  * Total revenues of $605.0 million
  * Net Income Attributable to GEO of $25.2 million or $0.21 per diluted share
  * Adjusted Net Income of $0.24 per diluted share
  * Net Operating Income of $150.2 million
  * Normalized FFO of $0.39 per diluted share
  * AFFO of $0.55 per diluted share

FY20 Guidance Updated; 2Q20 Guidance Provided

  * Updated financial guidance reflects the impact of COVID-19 pandemic on GEO
  * FY20 Net Income Attributable to GEO expected to be $0.92-$1.04 per diluted
    share
  * FY20 Adjusted Net Income expected to be $1.00-$1.12 per diluted share
  * FY20 AFFO expected to be $2.25-$2.35 per diluted share
  * 2Q20 Net Income Attributable to GEO expected to be $0.20-$0.24 per diluted
    share
  * 2Q20 Adjusted Net Income expected to be $0.23-$0.27 per diluted share
  * 2Q20 AFFO expected to be $0.54-$0.58 per diluted share

 

The GEO Group, Inc. 2020 Q1 - Results - Earnings Call Presentation

https://seekingalpha.com/article/...esults-earnings-call-presentation

The GEO Group, Inc. (GEO) CEO George Zoley on Q1 2020 Results - Earnings Call Transcript

https://seekingalpha.com/article/...-results-earnings-call-transcript

 

grade, aber Dividende von 16% ganz interessant  

zu einem Einstandskurs inkl. Nebenkosten von 10,88 mit einer kleineren Position eingestiegen. Ich sehe langfristig keine Bedrohung des Geschäfts, weil Strafrecht Sache der Bundesstaaten ist und Gefängnisse immer gebraucht werden. Dazu kommt das Monitoring-Geschäft, mit dem auch mit Nicht-Insassen Geld verdient werden kann. Und auch im rehabilitation-Bereich ist GEO dabei. Also egal welcher Ansatz zukünftig gewinnträchtiger sein sollte, traue ich GEO zu, das Unternehmen entsprechend auszurichten und steigende Gewinne zu erzielen. Weil die Staaten und Counties auf GEO angewiesen sind, können diese -selbst wenn sie wollten - kurz- bis mittelfristig nicht auf deren Einrichtungen verzichten. Und die Kosten für einen eigenen Neubau sind hoch, Steuererhöhungen dafür unpopulär. Dann also lieber an Private vergeben. Zumal GEO teilweise auch hier daran verdient, indem Teile des Betriebs oder des Baus von GEO gemanaged werden und sie dafür bezahlt werden.  

dabei

Bin sei 14,30 dabei :-D
 

hinter uns lassen ;-)  

 

was macht GEO ?  

nennt man das wohl ....  

...ist die Richtung der letzten Tage - für mich etwas unverständlich.

Unter 10€ aber ein top EK, vor allem was die Dividendenrendite angeht - das ist hier auch die Prio für mich.