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Omega Healthcare Investors, Inc. (OHI)

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28,64-0,22 (-0,76%)
Al cierre: 04:00PM EDT
28,91 +0,27 (+0,94%)
Antes de la apertura: 07:06AM EDT
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  • u
    universe
    $OHI conversation
    $OHI Excellent ER by Omega as expected. highlights:
    => Collected 98% of April rents
    => Mr. Pickett (CEO) continued, "While the full extent of the impact of COVID-19 and its potential short-term impact on our operations has yet to be seen, we believe that the attractive elements of this asset class, with its needs-based nature, constrained supply and escalating demand, will remain intact once this pandemic has been resolved."
    ..Thankfully, the various federal and state agencies that oversee skilled nursing have acted quickly and effectively to provide financial support to the industry..."
    => So far, they spent $0 on the stock buybacks from its $200M approved funds (keeping its dry powder intact).
    OHI reported Adjusted Funds From Operations ("AFFO" ) of $186.2 million or $0.79 per common share, and Funds Available for Distribution ("FAD") of $174.3 million -- plenty to safely keep the dividends going and of course they confirmed $0.67/share div for Q2.
    Congrats to Omega and its investors!
    PS: I expect a gap up in AH and at least 20% bump in stock price in the next few days..management call in the AM can add more fuel to the fire!
  • C
    Chi
    $OHI conversation
    $OHI WHITMAN BURKE W, Director of OMEGA HEALTHCARE INVESTORS INC bought 500 shares on 2020-07-01. https://formwhispers.com/s?t=OHI
    FormWhispers - Trading Ideas from Insiders OMEGA HEALTHCARE INVESTORS INC OHI.
    FormWhispers - Trading Ideas from Insiders OMEGA HEALTHCARE INVESTORS INC OHI.
    formwhispers.com
  • u
    universe
    $OHI conversation
    $OHI
    strong volume and momentum coming in over the last 2 days...some mega institution(s) is buying as clearly evident from the big volume buys...with elective surgeries roaring back with states re-openings, the stock should surge through $33+ in a matter of days......along with a great and safe divy. This is the highest quality , well diversified nursing home play. i am buying and adding more to my portfolio..all the best to long investors!
  • u
    universe
    $OHI conversation
    $OHI...some interesting activity to look at :
    1=> Hardly any volume today under the red candle , 1.4% drop today...which is actually a good thing (no one is selling except shorts).
    2=>we had extremely high like 75% short volume activity on 4/17 to suppress the stock from hitting option prices).
    3=> Skilled Nursing facilities like their hospital partners are getting bad PR on CoVID infections (no one has seen anything like it...) , but the good news is that this industry is not going away and they are learning from this.
    Today at the WH press conf, they assured support for SNFs and adding testing capacity for them at the top priority. Good SNFs and Hospitals are following the advice of their state regulators and CDC guidelines, and as long as they do that and work in good faith -- they are protected from CoVID death lawsuits under CARES act (Of course if they were negligent they should be penalized) ...
    Omega is the landowner for the nation's top quality SNFs..Omega is not a SNF..!
  • u
    universe
    $OHI conversation
    $OHI...so Omega got three good news...this should get the stock to $35 in no time..
    => Gilead's drug trial approval so we can remove CoVID fear and take care of our nursing homes..and hospitals open up again sending more patients to nursing homes..!!!
    => FDA assuring comtinued low interest and "unlimited QE" for a long time..which helps REITs especially the high quality ones like Omega built on the highest quality and essential nursing homes!
    => And Republicans demanding that they will not move on any new bills, unless it give CoVID legal liability immunity is given to all Employers ..which they said is important to open up US economy saving jobs and lives..now, hospitals and nursing homes operators were already protected by CARES Act and Emergency declaration, but this new bill will make it even better.. !!
    All the best to longs!!!
  • F
    FSJ
    $OHI conversation
    $OHI is one quarter away from being a dividend aristocrat !
  • u
    universe
    $OHI conversation
    $OHI Under CARES act, Federal, State and Local Governments have provided a very broad CoVID legal immunity to ALL Healthcare Providers including SNFs ...My shorts and bear friends here who are sounding alarms on CoVID lawsuits on Omega nursing homes expecting Omega's stock price to drop will be disappointed. I am all for criminal and negligent SNFs to be held responsible, but if you start suing every hospital and SNF for CoVID patients death, there will be no one left in the country to provide care. Hence the Congress bill was passed to provide broad immunity to hospitals and SNFs (see below)

    https://www.bakerdonelson.com/health-care-provider-liability-during-the-covid-19-pandemic-ways-to-ensure-protection
  • u
    universe
    $OHI conversation
    $OHI real action will be in the last 30 minutes of the session. I added on the dips.
    Our senior citizens and patients discharged from hospitals (including COVID patients after their treatment, and after presenting no virus spread risk) have to go to skilled nursing facilities for recovery. Low interest rates further boost the EPS. The panic selling is an opportunity to make money for smart, long-term investors!
  • D
    Dana
    $OHI conversation
    Tough decision where to reinvest my Nov.15th dividends from $OHI. Deciding on either back to $OHI or into $T.
  • u
    universe
    $OHI conversation
    $OHI my near-term price target for OHI is $40+ ($2.65 annual dividend which comes to 6.6% annual dividend yield at that price, really impressive 10 yrs total return of 338%) . here is why:
    => 1. 83.4% occupancy rate as of Sept 30, 2019. Mega-trends of silver tsunami, The age 75+ cohort will grow on both an absolute and relative basis through at least 2040
    => 2. diversified portfolio of 964 operating healthcare facilities, located in 40 states and the UK, operated by 71 third-party operators (top SNF operators in the country). These locations are located in high-end property zones and may experience property value gains (low interest rates, etc.). ; $9.8 billion+ of unencumbered real estate assets, with Minimal short-term debt maturities
    => 3. Major properties in Florida, Texas, Indiana, Michigan, Pennsylvania, California and Ohio - the states with great client / payer mix Medicare, Medicaid and Private Pay. This allows for stable cash flows unaffected by consumer discretionary spend.!
    Don't let the shorts tell you about the senior living or skilled nursing facilities losing money because of COVID. On the contrary they will get more business as hospitals will need to free up their emergency rooms to make beds available for COVID patients, and then to discharge their COVID patients for rehab after the COVID treatment (and after patients present no risk of spread) . And private sector insurance companies, Medicare, Medicaid are paying for the COVID testing and treatment.. so no additional costs, but additional revenues!
  • u
    universe
    $OHI conversation
    $OHI 5-day volume trends indicates bullish trend..great volume increase today (approx. 2.9M stocks traded, largest of the last 5 days..)..Dividend on 4/29 and ER on 5/5...Gilead's Rem clinical trial results expected by month end/ early May , may push this stock to high $30's. Loaded up on Omega - the best REIT in Skilled Nursing Facilities that are well funded by the new Health Care Enhancement Act passed by Congress today...great macro trends..all the best to long investors!
  • u
    universe
    $OHI conversation
    $OHI I took new positions in OHI today..one of my expert friends who runs SNFs, LTCs and Assisted & Independent Living facilities said OHI is the best-in-the class healthcare REIT company. I did some further DD and found the Omega Health real-estate property portfolio to be resilient (well diversified, well funded long term tenants, great payers mix) and its business model to be uniquely profitable (where they take upside from the facility operations and partner with leading operators, as well as from real estate rents and ownership).
    The OHI stock has been under pressure as the media made us believe that all healthcare REITS & senior citizens facilities are at high risk of COVID-19. However this is merely a misunderstood fact as the well run facilities like OHI with professionally run operations and hygienic practices (like any other good hospital, nursing facility or labs) are well positioned to provide a safe environment. There is no report on any adverse infection breakout on any of the OHI's facilities.
    As unfortunate as the COVID-19 situation is, our senior citizens, patients discharged from hospital emergency rooms and other vulnerable population groups still need a safe place to live and someone to take care of them. And that is where OHI is on the top of the list.
    The Medicare, Private Insurance Companies and Federal & State Governments are paying for the COVID-19 treatment - and these treatment costs are not going to come out of OHI's or its tenants profitability.
    With near zero interest rates, and OHI's solid balance sheet providing for a healthy payout ratio - I am confident about OHI's Dividends stability. I recommend OHI a Strong BUY and will be covering this stock closely*
    *BTW: I am a sort of an activist investor and analysts.. and not shy to publicly engage with the company CEOs, Boards and Investors like you... I take on positions in misunderstood companies that have become Short-Sellers target, and have depressed stock prices . If my track record says something - which is open on Yahoo Finance and Stocktwits (see under my username -> Universe) -- the stock values tend to improve quickly and significantly, and Shorts generally start losing money.. Let's see what my luck brings to OHI.. Look forward to joining you and working with here on the Yahoo board..!
  • T
    Titliest
    $OHI conversation
    This new message board sucks big time.
  • R
    Ray Dellosso
    $OHI conversation
    Please stop changing the Yahoo finance format. I will not, will not go to Yahoo any longer if you do not put the original format back
  • u
    universe
    $OHI conversation
    $OHI...some posts here are using CoVID as some super red flag for Omega..here are some facts:
    => Hospitals "by law" send their CoVID discharged patients to nursing homes to make room for new patients.."by law" means nursing homes can't reject a hospital's discharged patient simply because the patient had CoVID. Check out NY state reg for example
    => A good nursing home will have procedures and training to keep CoVID patient separate from others, and still be able to take care of them
    => With the new on-site CoVID tests for healthcare staff and patients, nursing homes can quickly identify and isolate such cases.
    It is not a stigma to have CoVID patients in a facility, it is a stigma if you are careless about dealing with such infections and let it spread in the facility.
    => Genesis stock de-listing is shown as a risk. Genesis (GEN) has been doing poorly since 2016. And they are likely going to be acquired by someone else. Omega will continue to collect its rent until then.
    Looking forward to the ER!
  • s
    seismicdata
    $OHI conversation
    The older format was much easier to read. I liked it a lot better and will be using my Scottrade account for all information from now on.
  • L
    Lloyd
    $OHI conversation
    A possible quarter point raise in interest rates causes turmoil. A quarter point means nothing in the overall financial health of any REIT. This may be a large chance to buy a great stock cheap.
  • A
    ANN & ALAN
    $OHI conversation
    imminent collapse of the Unaffordable Healthcare Act will take down all healthcare related issues- get out now, move to REITs and buyback OHI after the correction or hold on, accept the dividend, and wait out the storm.
  • j
    jimmy
    $OHI conversation
    how low will OHI go next year given the planned rate hikes? If we know it can go to 10~20, then it is a no brainer to just wait for the drop
  • P
    Peter
    $OHI conversation
    Is everybody ASLEEP here ? On Nov 4 one insider/Director BOUGHT $ 2.9 MILL.worth of shares; another (the CEO) bought over $ 600,000 worth ! OK, you can go back to sleep now. Yahoo may not let me post the links to prove it ...

    http://hsprod.investis.com/shared/v2/irwizard/sec_item_new.jsp?epic=omega_healthcare&ipage=11215492&DSEQ=1&SEQ=&SQDESC=SECTION_INSIDER&exp=&subsid=41

    http://hsprod.investis.com/shared/v2/irwizard/sec_item_new.jsp?epic=omega_healthcare&ipage=11215456&DSEQ=1&SEQ=&SQDESC=SECTION_INSIDER&exp=&subsid=41