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To: E_K_S who wrote (57500)7/5/2016 1:07:58 PM
From: robert b furman  Respond to of 78673
 
HI E_K_S,

Yes I have a small position in OHI.
I also have on a watch list your CHCT and CIO.

Both great yielders.

Thank You for all of the ideas.

Bob



To: E_K_S who wrote (57500)7/5/2016 2:40:08 PM
From: Grommit  Read Replies (1) | Respond to of 78673
 
OHI CCP. OHI and CCP are very similar. Both skilled nursing, similar PE, div yield. Even though OHI's UK exposure is small, I bailed just because others might view it worse than it may turn out to be. I doubt that anyone will view it as a good thing -- even if no operational issues, the forex change won't be favorable. I moved $ to CCP. Swapping one horse for a similar horse.

>>> ...Great Britain but actually may be a good thing

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