OHI

Firms Raising Their Dividends In The Week Ending April 19

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Quite a few firms raised their dividends during the week ending April 19. Firms Raising Their Dividends This Week: Allison Transmission Holdings (ALSN): now $0.12 per share quarterly dividend, was $0.06. A.O. Smith (AOS): now $0.24 per share quarterly dividend, was $0.20. Cardinal Financial (CFNL): now $0.06 per share quarterly dividend, was $0.05. CSX (CSX): now $0.15 per share quarterly dividend, was $0.14. Discover Financial Services (DFS): now $0.20 per share quarterly dividend, was $0.14. Donegal Group (DGICA): now $0.1275 per share quarterly dividend, was $0.1225. El Paso Pipeline Partners (EPB): now $0.62 per share quarterly dividend, was $0.61. First Republic Bank (FRC): now $0.12 per share quarterly dividend, was $0.10. Kinder Morgan (KMI): now $0.38 per share quarterly dividend, … Read more

Omega Healthcare Posts a Solid Fourth Quarter

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A few months prior, we profiled Omega Healthcare (click ticker for report: ) and found it to be one of the most attractive healthcare REITs in our coverage universe. Recent results do nothing to disconfirm our thesis, and in fact, the performance strengthens our conviction in the company. During its fourth quarter, Omega saw its adjusted funds from operations jump 16% year-over-year to $0.58 per share, easily exceeding estimates. Revenue was also slightly better than the consensus anticipated, jumping 25% year-over-year to $95 million thanks to the acquisition of several new properties throughout the year. For the full year, Omega earned $2.06 per share in funds from operations, up 22% compared to 2011. The firm made several investments in new … Read more

The Valuentum Dividend100 Publication; A Must-Have For Any Income Investor

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Dividend investors literally have thousands of income stocks to choose from. So what are they to do, and where can they go for the most trusted forward-looking opinions on dividend growth and safety? That’s the question we seek to answer with our ValuentumDividend100 publication. In this document, we showcase the top 100 high-quality, dividend growth gems within our coverage universe. Whether you’re looking to build a portfolio consisting of high-yielding, dividend-growers or simply seeking to augment it with a few income gems, the Valuentum Dividend100 is an essential resource for any income investor. We outline some of the key components of our Dividend100 publication below, and explain how you can get the most from each of one Sign Up for … Read more

The Future of Omega Healthcare Looks Promising

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In the healthcare REIT space, few companies have looked as attractive as Omega Healthcare (click ticker for report: ), which in December traded for less than 10 times 2012 earnings and at a 30% discount to our fair value estimate. The company is often on top of our list of stocks with high VBI ratings and strong dividend growth prospects and is a solid candidate for the portfolio of our Dividend Growth Newsletter, boasting a 7%+ dividend yield. As a provider of capital to the long-term healthcare industry (skilled nursing facilities and assisted living facilities), Omega receives fixed rent payments from tenants, with annual escalators. The company operates in an enviable position in the healthcare space. Expectations are that the 85+ … Read more

There Is Milk At The Store

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This article first appeared in the September edition of the High Yield Dividend Newsletter. For more information about this publication, please see here. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill By Brian Nelson, CFA Very few of us could have imagined that we’d witness the bull market that began on that fateful day in March 2009 that might very well mark a generational low. In 2009, major investment banks around the globe were struggling to survive, and the fallout in the mortgage markets left the banks holding paper that nobody wanted to own, let alone buy. The global financial system … Read more

US Congress Is Getting Ready to Pass a Massive ~$2.2 Trillion Fiscal Stimulus Bill

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Image Shown: US equities have started to recover some of their lost ground as the likelihood that the US Congress will pass a massive ~$2.2 trillion fiscal stimulus and emergency spending package, dubbed the CARES Act, has increased significantly over the past week as seen through the bounce in the SPDR S&P 500 ETF Trust (SPY). President Trump has clearly indicated that he intends to sign such a bill into law as soon as possible, with the US House of Representatives expected to take up the legislation this upcoming Friday morning on March 27. By Callum Turcan On March 25, the US Senate worked late into the night to secure a bipartisan compromise on a massive ~$2.2 trillion fiscal stimulus … Read more

The Dividend Cushion Ratio: Unadjusted Is Less Subjective, Adjusted Is More Subjective

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  Image Source: Mike Lawrence Question: I’m a subscriber. I’m looking at your Dividend Report for Enterprise Product Partners (EPD). It says your Valuentum Adjusted Dividend Cushion ratio for EPD is 1.8 (a ratio that includes future expected proceeds from capital raising endeavors in the coming years), but several lines below it says the Unadjusted Dividend Cushion ratio, which is your regular normal ratio (a ratio that does not include future expected proceeds from capital raising endeavors in the coming years), is 0.22. Please explain the difference between the two ratios, and what is considered a good ratio for the Unadjusted Dividend Cushion ratio, what is an excellent score, what is neutral and what is poor? Also, how much relative importance should … Read more

In The News: APU, EPD, MMP, OHI, PSA, O, TGE

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We’re keeping a close eye on a number of high-yielding equities, and several have reported strong earnings during the calendar second quarter. By Kris Rosemann AmeriGas Partners Raises Adjusted EBITDA Guidance AmeriGas Partners (APU), the country’s largest retail propane marketer, turned in its best fiscal third quarter adjusted EBITDA performance since fiscal 2013 in the quarter ended June 30, 2018, results released August 1. Adjusted EBITDA advanced 15% from the year-ago period, and management subsequently raised its full-year fiscal 2018 EBITDA guidance to $625-$645 million from $610-$620 million. Retail volumes sold grew 4% in the quarter thanks to colder weather in April, which was partially offset by warmer months in May and June compared to the same period of fiscal … Read more

Public Storage Is a High-Quality Income Generation Idea

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Image Shown: Public Storage, a self-storage REIT that is included as an idea in our High Yield Dividend Newsletter portfolio, is a stellar cash flow generator with a bright growth outlook. We are huge fans of the self-storage REIT industry, particularly in the US, due to the ability of companies operating in this space to fully cover their total dividend obligations with their free cash flows. Image Source: Public Storage – March 2022 IR Presentation By Callum Turcan The self-storage industry is an attractive space for investors seeking income generating opportunities, particularly real estate investment trusts (‘REITs’) with a sizable presence in the U.S. market. The self-storage REIT owns economic interests in 2,800+ self-storage properties across the US. Public Storage … Read more

Nelson: The 16 Most Important Steps To Understand The Stock Market

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A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more