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Strategies & Market Trends : Dividend investing for retirement

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To: Steve Felix who wrote (29976)	11/4/2018 10:58:06 AM
From: E_K_S	Read Replies (4) of 34328

With all of this money going into Health Care, there must be some good 'safe' dividend companies. I have had good performance from Medical REITs including OHI, MPW and even a small cap (high growth) CIO (recently bought their preferred CIOpA). You recall GOV that had outside management RMR which did not care about the shareholders and profited from all their fees and sales transactions. Well I was told that SNR has a similar (or same outside management). SNR does plan to review this policy and starting January 1, 2019 will have more insider controls/management (but may not happen based on committee and behind the door deals). SNR was off big last week as investors did not see this possible management change announcement as actually happening and/or would still result in not representing shareholders. Well I started a very small position thinking that there would actually be positive change. They currently yield 9% and operate in the senior assisted living niche (a growing and necessary market). GOV never really got their new management (they just renamed the outside consulting/management company) after several years of promoting change and transparency. I have little hope for SNR so watching and keeping a very tight leash but at the current price/yield appears to be a value buy. Most of these Medical REITs yield around 7% w/ MPW at a 6.5% yield, OHI at a 8% yield, CIO at a 8.82% yield and SNR now yielding 9.7%. Maybe there are other Medical REITs that I missed that yield even 6% but have safe predictable 'future' revenue streams. A lot depends on the Government's medical reimbursement amounts and future policy. CIO builds the specialty buildings and medical office parks. I started buying shares in this small cap Medical Reit when they leased a large building to Kaiser. It is more project specific and only has a $395mln market cap so there is more company specific risk than a OHI w/ a $6.7Bln market cap (17x larger than CIO). CIO is selling at the bottom of it's 4 year trading range of $11/share-$13/share. My last Buy was their CIOpA (6.63% at PAR) @ $23.45/share locking in a 7% yield and possible 9.13% YTC (Yield to Call). ------------------------------------------------------------------- Maybe the investment to capitalize on these very large medical insurance premiums are holding some of the Medial Reits. Anybody have thoughts on other dividend payers in this sector? EKS

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