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National Health Investors, Inc. (NHI)

NYSE - NYSE Delayed Price. Currency in USD
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66.50+0.39 (+0.59%)
At close: 4:00PM EST
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  • a
    andrew
    Despite downgrade , NHI turns it around in Q3 of 2021 . Since 40% of all covid deaths are in these nursing facilities , they will be the first to get vaccine relief, along with the assisted care staff. Once vaccines are available elderly will make their way back to these assisted living and nursing care facilities . Why ? Because you can get the vaccine there before the rest of the population. Also NHI has probably waived some of the guaranteed maintenance money that lease holders must spend on their triple net lease facilities in order to meet rent obligations , as so many triple net lease REITs have done. So while the next 2 or three quarters will look bad in terms of occupancy and rents collected , NHI should have no problem meeting the dividend . Also NHI hasn't scratched the surface in terms of the avenues open to them in raising funds if necessary. So this is still a good investment over the next rough 6 months . If necessary and only if necessary NHI's first move would be to cut the dividend . And a 4% dividend would be well above the going bond rates for lesser companies . No , this is a keeper
  • S
    Sean
    Moody’s downgrade and Earnings announced Monday. What are peoples thoughts?
  • a
    andrew
    Even though NHI is collecting 98% of rents, occupancy at all major lease holding operators continue to drop . This is the concern. This has been one of the best managed REITs for a very long time , But some things apparently are out of NHI's control
  • O
    Oscar
    Beat by .01 cent and beat on revenues.
    Bullish
  • a
    andrew
    PFE vaccine announcement really helped NHI
  • O
    Oscar
    Daily short volume is well over 60% daily. Someone is shorting NHI to death.
    Bullish
  • Y
    Yahoo Finance Insights
    National Health Investors is up 10.05% to 61.87
  • S
    Steve F
    See what patience & adding when it's 'way down' can result in ?
    See what happens when you listen to Moody's ?
  • G
    Gord
    Another one to load up on after the election volatility plays out.
    When everyone’s buying the tech dip I’ll be buying high div plays like this!
  • D
    Daniel
    don't understand why dropping...
    Bullish
  • Y
    Yahoo Finance Insights
    National Health Investors is up 5.00% to 66.38
  • j
    j
    Very good and encouraging NHI financial results. One of the best senior health care reit with high profit margin, increasing yearly dividends and low payout ratio. GLTA
  • P
    Paul
    I am shareholder of $NHI. In addition to being a shareholder, I also have a family member living
    in a continuous care retirement community. The CCRC has banned all outside contact and are
    screening employees for temperature and wellness before they can enter the facility. The
    CCRC is taking all precautions to protect its residents.

    When this crisis has passed, and it will, there is going to be a once in a lifetime opportunity
    to purchase the shares of this company at prices you may never see again.
    Bullish
  • B
    Brett
    Shouldn't we have received the quarterly dividend by now?
    I see it's usually paid out at end of June.
  • J
    John Doe
    So, once The Virus has been at least subdued, and life is getting on, it doesn’t seem to me that retirement homes and facilities such as those owned by NHI will cease to operate. If anything they will have an increasing number of users with the aging of The Boomers. People might go to fewer malls, restaurants, cinemas, etc, but aging is not an option. The need NHI businesses will not subside. Fear will surround placing a loved one in a home for awhile, but necessity will prevail.

    Does the market think NHI will be bankrupted by lawsuits? Otherwise, it seems the businesses will continue to be viable, perhaps more so that assets owned by retail/restaurant/entertainment oriented REITS. Right?
  • S
    Steve F
    $839.63 in dividends today!
    I've never gotten anywhere that amount during any previous quarter ?
    The little lightbulb finally flickered when I remembered how many shares I've added over the last 2.5 months

    Too bad I couldn't have reinvested it on a day when it wasn't up 7.10%
    Hopefully a cost basis of $52.67 looks cheap down the road.
    Almost happy hour!
    Cheers!
  • T
    Thad
    any recent opinion about the stock?
  • D
    David
    $NHI : CEO Interview
    We currently have over 240 properties, and as I said, most of them are in senior housing. We try to curate our mix, if you will, but being a REIT is a very opportunistic business. You have to play the cards that you’re dealt, and the types of deals that you want to do are not always available or not always available at a price that makes sense for your cost of capital.

    We try very hard to make all of our acquisitions accretive. There is a school of thought where an acquisition doesn’t need to be accretive in the beginning and that you’ll get a return through property appreciation.

    Some REITs are exploring that as a business model, but we are very conservative with our investment philosophy and believe that we should only pay a price that allows us to make money year one based on our cost of capital.
    https://www.twst.com/news/dividend-yield-5-health-care-facility-provider-investment-making/
    Eric Mendelsohn is the President and Chief Executive Officer of National Health Investors, Inc. He has more than 20 years of health care real estate and financing experience. Previously, Mr. Mendelsohn was with Emeritus Senior Living for nine years,
    Eric Mendelsohn is the President and Chief Executive Officer of National Health Investors, Inc. He has more than 20 years of health care real estate and financing experience. Previously, Mr. Mendelsohn was with Emeritus Senior Living for nine years,
    www.twst.com
  • A
    Alex
    How you guys feel about this
  • A
    Anthony
    Can anyone explain why this stock is sinking like a stone?