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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: rnsmth who wrote (23356)8/2/2015 2:26:09 PM
From: Mannie3 Recommendations

Recommended By
MoneyPenny
obeetle
rnsmth

  Read Replies (1) | Respond to of 34328
 
You might look at OHI too, seems a bit undervalued now.

I own a bit of both.



To: rnsmth who wrote (23356)8/2/2015 4:07:38 PM
From: Steve Felix2 Recommendations

Recommended By
Mannie
rnsmth

  Respond to of 34328
 
Spin off ( direct competition with OHI, why I added to VTR rather than add more OHI ) and 10% over all raise coming up for VTR within the month according to their last call:

"Starting with our spin-off of CCP, a pure play skilled nursing REIT, we are poised to complete the transaction in the coming month, subject to applicable approvals. We recently filed our amended Form 10 with the SEC and believe it is close to final. CCP is well underway with its debt financing and all of our internal planning is on track. We expect Ventas and CCP to be two faster-growing companies with focused differentiated strategies. CCP will be an exciting external growth vehicle with a great management team, diverse portfolio and strong balance sheet."

"Well, I think, again good question, dividend growth is an important part of our value proposition and again we are very proud of our track record of 9% dividend growth for the last 10 years. What we’ve said is on a combined basis after the spin that the combined dividend will go up by at least 10%."

seekingalpha.com