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Omega Healthcare Investors: Why You Should Consider This 5.4% Yielding Healthcare REIT
- Omega Healthcare Investors is an aggressively growing healthcare REIT.
- The announced merger deal with Aviv REIT catapults Omega Healthcare Investors to the top of the SNF industry.
- The merger transaction is expected to be accretive to cash flow, which should translate into continued dividend growth.
- OHI's shares now yield 5.36%.
Omega Healthcare Investors: Don't Miss Out On An Exciting Buy In Financials And Health Care
- Bullish outlook on Health Care.
- Bullish outlook on Financials.
- Omega Healthcare Investors is a good company that exposes the investor to both sectors.
Omega's Merger With Aviv Is A Marriage Built To Last
- On Friday, I was excited to hear the news that Omega Healthcare was accelerating its footprint by combining (merging) with Aviv REIT.
- The combined companies will have the largest concentration of SNF properties, and will be the only "pure-play" SNF REIT.
- Given the proposed strategic merger plans with Omega and Aviv, I will now be able to overweight Omega, and that's terrific!
Another Boring Dividend Increase For Omega Healthcare Investors
- "The safest dividend is the one’s that’s just been raised.” Josh Peters.
- The very predictable dividend increases tell me that management is committed to maintain and increase the dividend.
- The moral to this story is to wait patiently and invest in value stocks much like you would for crops.
- Thanks to Mr. Market, the sun is shining down on Omega Healthcare Investors offering me a stress-free life of value investing.
Omega Healthcare Is A Blue Chip Model Of Predictability
- Due to a very weak financial profile with a majority of Omega’s operators, the company was forced to cut its dividend and preserve equity to meet its near-term debt obligations.
- I believe that this article lays out some important attributes that make Omega Healthcare Investors a Blue-Chip REIT.
- Some may argue that Omega needs another ten years of dividend increases before it can be labeled a “blue chip”.
- As I sum up my definition of “blue chip” it simply means that I “sleep well at night”.
Omega Healthcare: Another REIT That Should Be Part Of Any Dividend Investors' Portfolio
- As our population ages, the increase in facilities that cater to seniors' needs will only grow.
- By owning shares of perhaps the best company in the sector, any dividend investor can participate in that growth.
- Dividend investors are searching for the highest yield with as low a risk factor as possible.
Omega Healthcare Investors Continues To Impress - I Am Adding To My Pile
- Trends in demographics, specifically an aging population, will continue to drive the healthcare industry, but some providers perform better than others.
- Omega Healthcare Investors is becoming one of my favorite healthcare REITs due to reliable performance.
- A good current yield, consistent growth in dividend payouts, and improving cash available for distribution show that OHI is one of the stars in healthcare.
- Sometimes it pays to trade up from a holding that has performed well to one with better prospects.
- I am adding to my holdings in OHI on a regular basis in addition to my regular dividend reinvestments.
Omega Healthcare Investors: Sensitivity To Rising Interest Rates Compared To Other Healthcare REITs
- There has been a lot of discussion about the possibility of rising rates in the near future.
- What's the effect of rising rates on healthcare REITs?
- It looks like Omega is less sensitive to interest rate changes because they only have to refinance 11% of their current debt load before 2019.
- Other healthcare REITs have to refinance between 40% to 50% of their debt load before 2019.
Omega Healthcare Investors: Staying Bullish As The Company Raises Its Dividend
- On Tuesday, July 15, OHI announced it would be increasing its quarterly dividend by 2.0%.
- OHI's upcoming earnings could exceed street estimates if the company can demonstrate an increases in both its net income and operating revenues.
- Recent trend behavior could continue well into the second-half of the year, especially if OHI can meet and/or exceed analysts' earnings expectations for the upcoming quarter.
I Found A Nice Margin Of Safety In Omega Healthcare Investors
- Following the principles of value investing, I look for stocks that are cheap, as I know that's the most reliable way to grow my nest egg.
- My research and instinctive greed told me that there was added security in knowing that Omega had attractive long-term characteristics.
- The dependability of the dividend is the primary reason that I own this stock, and I'm satisfied the shares will appreciate and provide me with a long-term winner.
This 5.75% Healthcare REIT Clearly Deserves The Attention Of Serious Income Investors
- Omega Healthcare Investors is a great income vehicle offering investors a 5.75% dividend yield and implicit promise of increasing dividends.
- Omega Healthcare Investors combines exposure to megatrends senior healthcare and U.S. real estate.
- Omega Healthcare Investors just presented investors with another dividend hike -- the seventh in a row.
- Omega Healthcare Investors is a cornerstone income investment for investors who desire steady income, low portfolio turnover, a high yield and solid capital appreciation potential.
It Seems Like Groundhog Day: Omega Bumps The Dividend Again
- In early January Mr. Market gave me the opportunity. I pounced on Omega shares at $29.80, just a few nickels below my target price.
- Last week Omega announced that it was increasing its common dividend by $.01 per share over the previous quarter.
- That’s beginning to sound like “groundhog day” for Omega since this makes the seventh consecutive quarterly dividend increase - raising the dividend from $0.49 per share to $0.50.
- So although some might consider 7 quarterly dividend increases boring, I find it quite satisfying.
This Undervalued High-Dividend Stock Is Beating The Market And Has 6 Straight Dividend Hikes
- OHI has outperformed the S&P 500 so far in 2014, but still looks undervalued vs. its peers.
- OHI has an attractive, well-supported dividend yield.
- It's highly ranked for total returns to shareholders within its industry.
Omega Healthcare Investors: The Fastest Growing Medical REIT Trading At A 28% Discount
- Omega Healthcare Investors has a proven track record of strong growth.
- The mega trend of an aging society means likely strong growth for decades to come.
- Management is among the best in its industry with ROA, ROE, Gross Margins and Net Margins double to triple the industry averages.
- It has a yield of 6% with a long-term track record of double digit dividend growth which is likely to continue over the next 5 years.
- Over the next 5 years, the combination of higher than industry average yield and dividend growth is likely to generate a total return of 18-19% CAGR, outperforming its peers.
A Premium Healthcare REIT That Delivers Something Special
We Expect Continued Growth In HCP's And Omega's Dividends
Wed, Jan. 21, 3:14 PM
- Equity REITs had a nice run after bond yields peaked last year and began declining, but, says a now-cautious John Authers from the FT, that rally has turned into a stampede. And while the U.S. has led the way, U.K., European, and global REIT indexes have also had big gains.
- Since October, the S&P 500 REITs index is up 19% vs. 1.4% for the S&P 500, and a 22.5% loss for the Alerian index of MLPs.
- Valuation has now become a concern, with every REIT sector covered by SNL Securities trading at a premium to NAV (not the mortgage REITs though). Healthcare REITs - HCP, MPW, HTA, UHT, LTC, SBRA, OHI, HCN come to mind - are at a 25% premium.
- SNL's Jason Lail dismissed some concerns, noting REITs trade at a 12.% premium to NAV, well within the 20% above and below NAV they typically range between. Also, fundamentals remain sound, with supply still constricted in many areas.
- JPMorgan's Jason Ko notes pockets of value, particularly office REITs which trade a minimal premium. Boston Properties (BXP -0.1%) is a particular favorite. Others in the sector include: EQC, WRE, CSG, FPO, HIW.
- Simon Property (SPG +0.2%) is Ko's biggest holding as mall bankruptcies and chain closings should leave the survivors stronger. His 2nd-largest holding is industrial player ProLogis (PLD +0.2%).
- ETFs: IYR, VNQ, WPS, VNQI, DRN, RWX, URE, SRS, ICF, SCHH, RWR, RWO, IFGL, KBWY, DRV, DRW, REK, FRI, GRI, IFEU, FTY, FFR, RWXL, PSR, IFNA, WREI, REET
Wed, Jan. 14, 2:37 PM| 12 Comments
Wed, Jan. 14, 10:14 AM
- Wells Fargo earlier made some big sector calls within the equity REIT sector. Alongside those are a few more individual moves:
- Omega Healthcare Investors (OHI +0.7%) is upgraded to Outperform from Market Perform while HCP, Inc. (HCP +0.5%) is cut to Market Perform.
- Duke Realty (DRE -0.1%) is boosted to Outperform, while Corporate Office Properties Trust (OFC -1.1%) is downgraded to Market Perform.
- Previously: Mall REIT sector upgraded at Wells Fargo (Jan. 14)
- Previously: Take profits in apartment REITs says Wells Fargo (Jan. 14)
- Previously: Sell the net lease REIT sector says Wells Fargo (Jan. 14)
Mon, Jan. 12, 2:40 PM
- The 10-year Treasury yield is down all the way to 1.91% and the 30-year earlier dropped to 2.47% amid a slumping stock market and WTI crude oil plummeting another 4.3% to $46.23 per barrel. Equity REITs, meanwhile, continue a big start to the year.
- ETFs: IYR, VNQ, DRN, URE, SRS, ICF, SCHH, RWR, KBWY, DRV, REK, FRI, FTY, PSR, WREI
- A sampling of individual names: Realty Income (O +0.9%), Omega Healthcare (OHI +1%), National Health Investors (NHI +1.7%), LTC Properties (LTC +1.8%), Camden Property Trust (CPT +1.3%), CBL & Associates (CBL +2.2%), Regency Centers (REG +1.2%), CubeSmart (CUBE +1.5%), Washington Real Estate Trust (WRE +0.9%), American Campus Communities (ACC +0.7%).
Mon, Jan. 5, 4:01 PM
- Equity REITs are green across the board, and mortgage REITs and BDCs are showing some (but not a ton of) gains as the broader markets tumble to start the week.
- A sampling: Realty Income (O +2.1%), Omega Healthcare (OHI +1.6%), Medical Properties Trust (MPW +2.4%), Equity Residential (EQR +0.9%), General Growth Properties (GGP +0.7%), Kimco (KIM +0.9%), Public Storage (PSA +0.5%), CYS Investments (CYS +0.5%), Solar Capital (SLRC +1.1%).
Dec. 18, 2014, 7:20 AM
- The 28 properties were acquired from GE subsidiary Diamond Senior Living, and are currently net-leased to a new Aviv operator, Laurel Health Care at an initial cash yield of 8.5% for another 15 years.
- AVIV entered into the agreement to buy these properties shortly after agreeing to sell itself to Omega Healthcare Investors (NYSE:OHI).
- Source: Press Release
- Previously: Aviv REIT buys 28-property portfolio for $305M (Nov. 5, 2014)
Dec. 8, 2014, 8:06 AM| 1 Comment
Nov. 5, 2014, 8:29 AM
- The properties include 23 SNFs, four assisted living facilities, one independent living facility, and one office building. They are located in five states and being sold by Diamond Senior Living, a subsidiary of GE Capital. All are currently triple-net leased to a new Aviv operator, Laurel Health Care.
- About 40% of the deal will be funded with cash on hand and a tap on the AVIV line of credit. The rest is purchase money. Closing is expected next month.
- The deal comes just days after Aviv agreed to see itself to Omega Healthcare (NYSE:OHI).
- Source: Press Release
Oct. 31, 2014, 7:56 AM
- Aviv REIT (NYSE:AVIV) is higher by 14.6% premarket to $34.50 per share after agreeing to be sold to Omega Healthcare Investors (NYSE:OHI) in an all-stock deal for $3B, or $34.97 per share based on last night's closing prices.
- Under the terms, Aviv owners will receive 0.90 Omega shares for each share of Aviv they hold.
- The deal is expected to be accretive to Omega's adjusted FFO and FAD. Early 2015 adjusted FAD guidance of $2.81-$2.87 compares to 2014's $2.58-$2.61.
- Current Omega CEO Taylor Pickett will continue in that role when the companies are combined. Aviv Chairman and CEO Craig Bernfield will become a member of Omega's expanded board.
- Conference call at 8:30 ET
Oct. 31, 2014, 6:18 AM
- The transaction values AVIV at $3B, a premium of 16.2% based on yesterday's close.
- Combined firm will own 874 properties across 41 states.
- Source: press release
- Related: Omega Healthcare Investors Q3 2014 Earnings Call Transcript
- Related: Another Boring Dividend Increase For Omega Healthcare Investors
Oct. 27, 2014, 6:06 PM
- Q3 adjusted FFO per share of $0.73 vs. $0.63 in 3Q13. Recent dividend of $0.52.
- Revenue of $130.6M up 26.5% y/y
- New Investment of $26M, Capital renovation expenses of $6.9M
- Total Properties as of 30th Sep was 562
- The company affirmed FY14 FAD guidance of $2.58-$2.61
- The company affirmed FY14 Adj. FFO guidance of $2.82-$2.85
- Conference call tomorrow at 10 ET
- OHI -0.4%
- Previous: Omega Healthcare Investors beats by $0.02, beats on revenue
Oct. 27, 2014, 5:35 PM| 2 Comments
Oct. 26, 2014, 5:35 PM
Oct. 17, 2014, 8:32 AM| 6 Comments
Sep. 5, 2014, 7:37 AM| 1 Comment
Sep. 4, 2014, 9:01 AM
OHI vs. ETF Alternatives
Omega Healthcare Investors, Inc., is a self-administered real estate investment trust, investing in income-producing healthcare facilities, mainly long-term care facilities located in the United States.
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