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

To: rnsmth who wrote (25892)	11/5/2016 6:41:52 PM
From: JimisJim	1 Recommendation Recommended By rnsmth Respond to of 34328

Indeed... following my own advice about rules and goals, you and I have a lot of overlapping positions, roni, but probably weighted differently, etc... and as a further example, OHI is the only heal-related REIT I have left in my PF right now after cutting my others in favor of something else -- I used to have HCN some years ago, but it stopped being what I wanted it for and sold it... HCP's public issues scared me out of that one earlier this year, but maybe I'll look at it again if/when they do their much-discussed deal and probable divvy cut... VTR has been on my watch list for several years, but somehow something else (non-REIT) jumped ahead of it several times I got close to buying it... for the reasons you cite, MPW never made the cut in my DD screens...

To: rnsmth who wrote (25892)	11/5/2016 6:43:53 PM
From: Paul Senior	2 Recommendations Recommended By JimisJim rnsmth Read Replies (1) \| Respond to of 34328

Well, you may be right as far MPW being a lower quality holding and that being a significant aspect to consider. In my looking at MPW and OHI in preparing that previous post of mine, I was once again struck by the impression that the other guys' pick(s) always seem better than mine (in this case: JimisJim's OHI vs. my MPW). I've been in MPW since 2012, and I'm reasonably satisfied with it, so I'm intending to stay with it. Maybe I shouldn't be. Also though, I'll consider OHI for a buy, as I say.