tag:blogger.com,1999:blog-5232481098066200105.post3122540374522332410..comments2024-02-21T05:09:47.829-05:00Comments on Compounding Income: Replaced SNH With OHICompounding Incomehttp://www.blogger.com/profile/04207986983526689578noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5232481098066200105.post-68185596646945654202013-11-15T18:12:18.876-05:002013-11-15T18:12:18.876-05:00I have pretty high hopes for OHI. If they can eve...I have pretty high hopes for OHI. If they can even make half the FFO growth on a % basis from the past couple years I will be a happy shareholder. Omega has been an absolute monster and I just need management to continue executing. I do like ARCP, but I'm not ready to start an investment at this time. Perhaps after all the dust settles and I can make more sense of all the acquisitions. One day I hope to join you as a ARCP shareholder.Compounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.comtag:blogger.com,1999:blog-5232481098066200105.post-27008311509820369872013-11-09T00:25:54.388-05:002013-11-09T00:25:54.388-05:00I think you made a sound choice with OHI. Having p...I think you made a sound choice with OHI. Having pulled the trigger on both OHI and ARCP earlier this year, I am interested to see how things sort out over the next 5, 10, 15 years and more. I think anything in the medical field will have plenty of growth opportunities, and believe that even with the crazy growth, ARCP is making accretive acquisitions, so the payoff should be realized. They have already announced their intentions to increase their dividend payments as the acquisitions finalize. All that being said, the risk absolutely lies with the rate of growth, and their ability to both manage the additional properties and ensure that they are increasing EPS.writing2realityhttp://www.writeyourownreality.comnoreply@blogger.com