Realty Income The commercial real estate acquirer reported last month fourth-quarter earnings of $34.9 million, or 26 cents a share, up from year-earlier earnings of $31.8 million, or 28 cents a share. "Realty Income has outperformed the REIT Index since June 30, 2011, returning 12.6% compared to the REIT Industry's 4.7%,"Morgan Keegan analysts wrote in a Feb. 15 report. "O currently trades at 18.1x our 2012 FFO per share estimate, the broader equity REIT industry is at 17.4x and closest peer NNN (Market Perform Rated) is at 15.8x. While we believe the net-lease sector offers some defensive value and a relatively attractive dividend, we see no catalyst for share out-performance against the broader REIT Index." Forward Annual Dividend Yield: 4.6% Rated "A+ (Buy)" by TheStreet Ratings: The company's fourth-quarter gross profit margin was basically the same from the previous year. In the fourth quarter, stockholders' net worth increased 22.08% from the prior year. TheStreet Ratings' price target is $43.84. The stock closed Tuesday at $38.76 and has risen 10.87% year to date.