by Travis Johnson, Stock Gumshoe | February 12, 2016 4:15 pm
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I recently added a few REITS to boost income and am pleased with the results. I am LOATHE to ignore the doom & gloom merchants but I feel that some optimism is WARRANTED. That being said REITS & MLP’s do add $ to the bottom line. Of course one needs to be a hawk every day to not be taken for a huge loss. There are SO many stocks I’d like to add while there is blood in the streets but I don’t see a bloodbath right this second. in EVERY sector. Thanks for the good look at things from a common sense perspect. This why I always look forward to renewing my paid membership yearly! Big Fan!
Please forgive a naive question. But these yielding REITs such as DOC and MPW have very high pay out ratio’s. Their dividend payout is many times higher than their net income. I think this means they either take on debt, or expand the share base, or some other way of covering a distribution much larger than net income. Isnt this a concern? I own some MLPs that have the same or worse payout ratio. Any explanation of why this is not a concern would be appreciated. I like value, and I like the demographic tale wind for health care, and I also like the more tangible underlying asset. I am just unsure of the sustainability and risk of the pay out ratio, if I understand it correctly.
This video is part of my reservation concerning Medical REIT’s as a long-term investment:
Our Home Will Be The Hospital Of The Future? – The Medical Futurist: https://www.youtube.com/watch?v=cpemR_koQuk&feature=youtu.be
Controversial if annual exam has benefit = 10% of all primary care doctor visits : http://www.wsj.com/articles/is-an-annual-physical-necessary-1453140799
Does anyone know about the X factor Money Map Press is selling?
Here ya go dwory07: http://www.stockgumshoe.com/reviews/high-velocity-profits/will-keith-fitz-geralds-x-pattern-drive-this-stock-up/ Welcome to the Gummunity-Ben
Ohio Medical Home Initiative Will Be Implemented Statewide Beginning In 2016 @PCPCC #PCMH @OhioAFP @Ohiochc: https://www.openminds.com/market-intelligence/news/720509.htm/
What is a PCMH?
A patient-centered medical home is a comprehensive approach to providing
primary care. It is not a building or a place, but instead extends beyond the walls
of a clinical practice and includes partnerships with clinical specialists, families,
and community resources.1
An enhanced model of primary care, patient-centered
medical homes incorporate care teams, led by primary care providers, that attend
to the multifaceted needs of patients and provide whole-person, comprehensive,
coordinated, and patient-centered care.2
While there is no single approach or standard template for patient-centered
medical homes, they share a few, key, generally accepted attributes. According to
the federal Agency for Healthcare Research and Quality, they must:
• Provide comprehensive care, meaning they meet the large majority of a
patient’s medical needs from preventive to primary to chronic care;
• Be patient centered, meaning they take into account individual patient’s
unique needs;
• Provide care that is coordinated across the health system, including specialty
care, hospital services, home care and other community-based services;
• Make services highly accessible, for example through extended hours or
through alternate means of communication, such as email; and
• Engage in ongoing activities to continually improve quality and safety.3
Operationally, patient-centered medical homes typically use multidisciplinary
teams and advanced tools such as enhanced health information technology,
chronic disease registries, and online patient portals to proactively manage the full
spectrum of patients’ needs. These primary care practices also feature an explicit
focus on managing care transitions, often using dedicated care managers, and
they frequently integrate behavioral healthcare into primary care.4
Medical homes are considered to be among the most promising delivery system
reforms, with the potential for both controlling healthcare costs and simultaneously
improving patient outcomes.5
The underlying principle of medical homes is that
this model of care so effectively addresses patients’ needs that, in the long run,
it is more efficient and results in improved healthcare outcomes and lower costs
due to avoidance of preventable expenses, like frequent emergency room visits or
inpatient hospitalizations.
I thought I would throw the REIT, LXP which if you can buy close to $7.50/PPS has a nice 9% yield & beat earnings today. I too own GOV, MPW, as far as banking w/nice yields I continue to recommend NYCB, yields close to 6%, zero oil exposure & yield holds b/c of huge insider ownership, PSEC, a BDC, pays a nice 10% yield w/only 3% exposure to oil but that connection has kept it below it’s highs of $8-$9. I bought 5000 shares in low $5’s & received $1300 in dividends. Travis, EGRX I believe very strongly is going to $90’s-$125, it’s oversold w/numerous drugs on market including rare oncology drug patent & I keep adding, most recently at $52, where it jumped to $64. Today not so pretty but it looks like volatility is here to stay for awhile, ugh. I’m suggested a spec for you & others, NJMC, it’s a mining co. which has consistently gone back up to $.095, I have a limit order in at .06, .07 to keep adding, again not a huge position but I bought at $.03, w/45k shares, it’s a long hold for me given the risk/reward profile. I will post Navallier recs for those of you that are interested, I have been a subscriber for several years & he wins far more than not. Current dividend recs include ORIT @ a 4% yield, new service @ $49/yr. I’ll try & list new recs later or tomorrow.
-Julia
Thanks!