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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (57497)	7/5/2016 11:54:39 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 78673

NHI still appears a decent value based on PE. My fav is still LTC, they remain focused in their space.

To: robert b furman who wrote (57497)	7/5/2016 12:34:54 PM
From: E_K_S	Read Replies (2) \| Respond to of 78673

VEREIT, Inc. (NYSE: VER) - closed out VER @ $10.30/share - 5.4% yield Omega Healthcare Investors Inc. (NYSE: OHI) - used proceeds to add to OHI a medical REIT. - 6.82% yield A similar thing w/ VER that sold down below it's $9.10/share BV. I picked up shares at @$7.25/share in February 2016 w/ the goal of selling at/above BV. I closed out my position today @ $10.30/share. I used the proceeds to add to OHI a diversified medical REIT that can still grow their dividend. OHI is not a value play unless you compare their dividend to the 10 year Treasury. Their div is pretty secure based on their diversified long term medical building leases. Many of these leases have price increase provisions so that may/could help support their div. I believe that 73% of their dividend is covered by cash flows where peers are higher and even HCP was at/near 85%. The value proposition is to search for income w/o reaching for too much yield based on risk/reward, coverage and future growth prospects. OHI does have some foreign exposure in Great Britain but actually may be a good thing as their socialized medicine can afford OCI operator/lease fees. Also over 70% of their senior Care Facility fees in the U/S/ are currently paid by private parties but that may/could change in the future. EKS