• Omega Healthcare has seen a very strong recovery in its trading price.
• There is a slight increase in year-over-year occupancy. Has the "Silver Tsunami" finally arrived to save the day?
• A detailed look at the fundamentals of the SNF industry.
• SNF operators are still in a challenging environment.
• OHI is trading at historically high levels, and there are plenty of high-risk tenants that could pop the bubble.
• Looking for a community to discuss ideas with? High Dividend Opportunities features a chat room of like-minded investors sharing investing ideas and strategies. Start your free trial today »

I have been bearish on Omega Healthcare (OHI) for a couple of years, while the price was rocked by the Orianna bankruptcy. After the dip, OHI came back with a vengeance and is now trading at higher prices despite a 10% drop in FFO and management guiding for another decrease this year.

Data by YCharts

Clearly, the market believes that all of the shoes have dropped and is very optimistic about OHI's future.

Among healthcare REITs, OHI is the closest to a pure-play on skilled-nursing facilities (SNFs).

READ FULL ARTICLE HERE