Comments
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DFHCP (27)is actually the most expensive as compared to Vantas and Welltower(both 20). The rerating might actually be downward..?
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CVBeware of tips. "A man who relies on tips to get in, must rely on tips to get out..."
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CMI love the idea behind this trade. So I looked at the technicals and on a 10 yr weekly, I like the oversold condition, crossing over on the rsi, and mfi. Price action had consolidation and recently double bottomed and broke trend. So I will be going long with LEAPS Jan 2019 27.5 C. Great interview, thanks for the idea! https://twitter.com/pockets2567/status/995481834334105602?s=21 Chris
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NIHave to disagree on this one. Healthcare is a good space with a stellar demographic tailwind, but HCP is just another insanely indebted US company that will struggle with rising rates. $13.6B in property and $8B in debt. Effective interest rate of 4.20% and a weighted average maturity of six years on that debt mountain. No thanks - not until someone can tell me who is going to buy the ocean of sovereign bonds flooding the market. Call me at $11 per share.
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SSDear Real Vision, Please listen to the community and change the music. Something more mellow rather than the war style music would be greatly appreciated. Apart from that, loving the content!
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ZPIs HCP not intending to dispose of additional senior living assets and focus on the other areas of their portfolio? Also, the multiple expansion is based on a 16x P/FFO for "more healthy areas of real estate" meaning?? The health care REIT average is below 12.
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CBBoomer generation most unhealthy generation ever, combine with medical innovation keeping even the unhealthiest living longer set's up bigger demand then is really being appreciated especially within Acute and Sub-Acute Rehab facilities.
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BTClearly a credible guy. IMHO, you have to be bullish bonds near term to buy this stock as a short-term "re-rate" trade. 6% yield is attractive though. If long term rates rise more, this instrument will decline in price in all likelihood, or at least put in a lower low. Many macro services RVTV has on are bearish bonds (e.g., MSA). Lots of conflict in the market between bulls and bears, guess that is why the market is so choppy in virtually every instrument. Turns (if this is one) are always difficult.