The cycle is coming back. Operators doing poorly once again, they will declare chapter 11 once again, stop paying their leases, its just the history repeating itself. Time to say bye bye. Its been a nice run. Pay attention to the signs. HCP is showing the way..... : (
May I ask for names of company's that owe money to ohi? Who leases their facilities? OHI keeps paying us, hiking the dividend, collecting for now, but some of their creditors just look horrible, getting worse monthly, even daily. Look at Genesis Healthcare for instance who leases over a dozen facilities from OHI. Their stock is crashing, now $1.60, no dividend. They were Genesis Venture, went chapter 11 in 2000, burn creditors and investors, reorg, change name, and do same thing all over again, old story. There appear hidden reasons why OHI keeps raising their dividend while their price keeps crashing. Can we have a real discussion on the board about this? What kind of financial shape are OHI leasers in? Are a number on the brink of bankruptcy? Then this whole thing is a dividend paying ponzi waiting to bust? Thoughts please.?
We were due for a hike in December. History here is 4 payments and a hike. That shook the longs out a bit. What gives? I thought all was well. Is a dividend hike coming a quarter late?
Everytime the market sells off, today almost 300 points down, someone takes the opportunity to buy it cheap, and it is up today. I believe you are correct in that it is being accumulated.
As it turned out, I appreciated the positive views here. It was a great buying opportunity in the E. I have some nice shares now yielding in the 11+ percents, with a capital gain as its almost $24. Sure, I still see problems for the Ashfords, but not in their ability to pay the pref's dividend. Thanks folks.
They beat all expectations and have a positive view of future. Waiting to find out why its down myself? They smartly dumped Venezuela early. Look how bad hanging on with these socialists did for MDLZ.
Really now. Did this guy write this before Yesterday's earnings report? Makes no sense seeing this a day after that great report. It shows again how they are all a bunch of crooks. Downgrade the stock to get it out of the public's hands so one of their very important clients can buy it up cheap. So crooked. This is going to $50. Peltz never lets us down.
Sentiment: Strong Buy
They simply say your grandpa is using too many diapers, we have to hike his fee 5%. Do you want to pay or take him home? People will pay! Great business. People just keep living longer, but not better lives, not healthier lives. Just longer sickly, take care of me, change my diapers and feed me lives. OHI is a winner. Fed may only hike one for 1/4 hike this year. No company hikes a dividend that they feel is not easily covered. When Aviv unloaded shares in April 15, Korman stepped in and bought 100,000 shares May 2015, at $36 a share. He knows the hidden value. Stick with it. Will go over $40 easily and pay you fat to wait. Far more risk out there. I'd way rather be in old folks homes than banks or oil companies. Banks are full of oil loans about to go belly up.
The same dividend since mid 2013 is not an acceptable dividend policy. I as an owner expect an increase yearly. I expected a hike in 2014, didn't get it, and have never purchased another share. I just hold since then. You want people to buy, you want shares to move up, reward the owners of the company!!
Did some fund just unload a huge amount of all the prefs into a tiny illiquid market? Bunch of fools. I bought some E at $20.20. Hard though. Hard to buy, increase what I own, when my current prefs collapsing. This collapse just made little sense to me. I believe the prefs will continue to pay. I think AHT will turn around. I will vote with Sessa Capital. Unless there is a deep accounting fraud going on, the real hard assets are there. There is genuine value in AHT. I want to hear contrary thinking from anyone. Why are people unloading and walking away? Even the common is far below book value at this point.
This is being priced for carnage. Preferreds collapsing after always paying. Someone knows something. There must be a real reason here. Is the dividend being cut or even eliminated??
I'm beginning to wonder if that is the strategy? Why would the rate investors start selling off the preferreds? They have never missed a payment? Maybe he drives the price down to $1, even stops paying the preferreds, destroys them, and after its a complete mess, only then decide to take it private?
Hahahaha. LOL. I just keep this dog on my long list of items to watch. Got out so long ago with a small profit, but it was hard against all the bulilsh rants of people like Foulger and Stoner. It feels so good to be proven correct, closed out over $6. I will be so happy when the Foulgers and Stoners are bankrupt, homeless, and begging for a can of cat food to eat. I still see them saying hold and buy. What a bunch of complete and total fools. You can't watch your investments go down 80+% and still buy. Only fools. I continue to believe they are not real characters, but made up names by a crooked management team to suck in dumb investors. Sell while you can, cause soon it will be ZERO........
Sentiment: Strong Sell
All appears real good for this company. Why is it selling off?
Shorts are so desperate. Value here is headed to $100. Breen made me so much money in Tyco. He walked into Tyco and I bought all the stuff I could, junk bonds, all of it. I earned so much. He kept all his promises. Breen is a blessing. I saw his name take over here and just started buying DD. First merge with Dow, and then break it all up. Create monster shareholder value. Profits for owners. Shorts better start covering while its still cheap! They will get buried just like they did in Tyco. Follow the smart people. Breen is a winner!!
Sentiment: Strong Buy