Posted on 9/26/19
Omega Healthcare: Don't Fall Asleep
Summary Omega Healthcare (OHI) continues to have an extremely strong share price. Based on their historical trading valuations, the market is pricing in AFFO gains of . . .
Posted on 9/26/19
Omega Healthcare: Don't Fall Asleep
SummaryOmega Healthcare (OHI) continues to have an extremely strong share price.Based on their historical trading valuations, the market is pricing in AFFO gains of 12-20%.The most . . .
Posted on 6/17/19
Omega Healthcare: A Look At The Fundamentals
Summary 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 . . .
Posted on 6/17/19
Omega Healthcare: A Look At The Fundamentals
SummaryOmega 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 . . .
Posted on 4/8/19
Omega Healthcare: The Dividend Is At Risk
Summary Bulls have taken control of Omega Healthcare share price. The company is expensive relative to its own history with weak fundamentals. There are several contenders . . .
Posted on 4/8/19
Omega Healthcare: The Dividend Is At Risk
SummaryBulls have taken control of Omega Healthcare share price.The company is expensive relative to its own history with weak fundamentals.There are several contenders for which tenant . . .
Posted on 2/19/19
Omega Healthcare Investors: Avoid It
Summary OHI is a battleground stock. Despite declining results, share prices have remained strong. A detailed look at FAD and dividend coverage. Tenant issues continue to . . .
Posted on 2/19/19
Omega Healthcare Investors: Avoid It
SummaryOHI is a battleground stock.Despite declining results, share prices have remained strong.A detailed look at FAD and dividend coverage.Tenant issues continue to crop up.OHI is in . . .
Posted on 9/17/18
Omega Healthcare: Ignore Fundamentals At Your Own Risk
SummaryThe OHI bandwagon is back up and running.OHI has (mostly) cleared their 2017 operator problems.Fundamentally, skilled nursing remains a challenged industry.The change to PDPM might be . . .
Posted on 9/6/18
Lexington Realty: Ripping The Band-Aid Off
SummaryLXP makes a significant portfolio sale.I was wrong, the dividend is going to get cut.The broader thesis is still valid and there is a lot of . . .
Posted on 7/31/18
LaSalle Hotel: A Bird In The Hand
SummaryLaSalle Hotel Properties has scheduled a vote to approve the merger with Blackstone.Pebblebrook Hotel Trust really wants LaSalle Hotel Properties' assets and is trying to encourage . . .
Posted on 7/10/18
Omega Healthcare: The Storm Is Not Over
I initially started writing about Omega Healthcare Investors (OHI) just under a year ago. In that article, I voiced my opinion that OHI was a value . . .
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