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Strategies & Market Trends : Dividend investing for retirement

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To: E_K_S who wrote (25904)11/7/2016 1:20:35 PM
From: robert b furman  Read Replies (1) of 34328
 
Hy EKS,

VTR spun off their SNF last year.

The new spin off ( CCP) proceeded to decline 30.5 percent (bottomed with a yield of 6.57%).

VTR declined 21.6% (bottomed with a yield of 6.22%).

I've sold my HCP (very happy I did).

I'm hopeful of the new pricing and reduced dividend on HCP to be announced soon.

I will watch price and the newly declared dividend and try to reeneter in the 6.25 - 6.5 % yield range.

I have recently sold puts when OHI hit the 29's. On OHI's last dip in Feb 2016 its low was $26.96.

Put premiums surged diring those few last days when OHI Rsi dipped to the low 24's = great buy zone.

I do prefer the OHI business model to that of having to deal with the government and its contiuously cheapening pay rates for senior care.

HCP had some very high end facilities -I'm of the impression that OHI has added some more frugal properties and may have leaner operators of the SNF sector. (just my opinion but their margins are better and they seem to have fewer leasor credit / payment problems.

I like their growing dividend vs HCP return of capital last year.

OHI is my SNF favorite.

They also have not had a loss of CEO or CFO as HCP has had!

Bob
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