Omega Healthcare: Continues To Rebound Off Its Lows - Dividend Yield Still Exceeds 8%

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Steven Fiorillo
23.63K Followers

Summary

  • Omega Healthcare continues to rebound off its lows and has rallied more than 30% since the beginning of May and 12.61% in the past month.
  • Even though OHI has appreciated, its dividend yield still exceeds 8% and OHI trades under its peer group average in price to FFO and EBITDA to total debt.
  • I think shares of OHI can continue to rebound and if additional news that is favorable comes out pertaining to struggling operators, OHI could make a run on $40 per share.
  • OHI specializes in triple net leases and when it comes to REITs these are arguably the best leases for a landlord to enter into.
  • I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

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Omega Healthcare Investors (NYSE:OHI) experienced elevated levels of difficulty through the height of the pandemic, and more than 2-years later, there are still lingering effects. Some had written OHI off as select operators were unable to meet their contractual obligations, and the

Price

Seeking Alpha

NNNs

Omega Healthcare Investors

Portfolio

Omega Healthcare Investors

Price to FFO

Steven Fiorillo, Seeking Alpha

EBITDA to Total Debt

Steven Fiorillo, Seeking Alpha

Dividend Yield

Steven Fiorillo, Seeking Alpha

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This article was written by

Steven Fiorillo profile picture
23.63K Followers
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking Alpha or https://dividendincomestreams.substack.com/

Disclosure: I/we have a beneficial long position in the shares of MPW either through stock ownership, options, or other derivatives. 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.

Additional disclosure: Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.

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