Recent Buy: Omega Healthcare Investors

Luck280 profile picture


  • History and current state.
  • What is OHI's fair price?
  • What I did, and what I'm going to do.

Every month I write an article on 2-3 stocks that are on my radar for that month. In that article, I give a brief overview of each stock. Today, I will be going a little more in depth with one of the companies that I mention I am pretty sure you guys can guess which.

I added more shares to my portfolio with the purchase of Omega Healthcare Investors, Inc. (NYSE:OHI).

38 shares @ $31.18 on 8/2/2017.

This is actually my third buy of this company. I am now full position with 127 shares and a cost basis of $33.27. I am in the red right now and that is ok. I will now hold this stock for a long time unless there is a dividend cut.

My up-to-date portfolio can be found on my website.

Source: 2017 June Investor Presentation

About the Company

Omega Healthcare Investors, Inc. is a self-administered real estate investment trust (REIT), providing financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities and assisted living facilities, independent living facilities, rehabilitation and acute care facilities located in the United States and the United Kingdom.


Like the picture below says. "Why invest in OHI?"

Being ranked 2nd among healthcare REITs and 9th in total shareholder return of 247.1% in a 10-year total return is on reason to invest in OHI.

The second reason is that the company has 19 consecutive quarterly dividend increases. Actually, it is now 20 consecutive quarters from its most recent increase of 1.6% to $0.64 a share.

Lastly, the third reason is that OHI is smart with its money.

Source: 2017 June Investor Presentation

Now let's get to the fun stuff. Let's see the fundamental of OHI for the past 10 years.

Revenue grew at a

This article was written by

Luck280 profile picture
Hi, I am Felix and I am a dividend growth investor.

Disclosure: I am/we are long OHI. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (52)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.