目前市盈率亏损,市盈率TTM为234,如果按5年平均净利2.6亿计算,市盈率为68.8,市净率1.8,股息率4.1%,总体来看吸引力不大。查看全文
肖恩她爹2020-12-31 18:42
1)刚才又重新过了一篇Healthcare里头的REITS,从历史业绩来看,以Senior Housing为主的还是纯净租赁的$National Health(NHI)$ 最为稳健(后面我附上近五年的NOI及AFFO增长图),也长期保持低杠杆运行(Q3末为4.8X)。唯一的隐忧是前三大客户比较集中,而且Senior Housing分部的客户租金覆盖率当前...查看全文
e大海航行靠舵手2020-12-26 22:11
#持股收息# //@肖恩她爹:医疗养老:$National Health(NHI)$ , OHI ( Omega Healthcare ), VTR ( 斗牛场不动产投资信托 ), MPW ( 医疗不动产信托 ), WELL (Welltower); 共5支。 商业地产:$Brookfield Property(BPR)$ , STOR ( STORE Capital ), WPC (W.P.Carey), SPG ( 西蒙地产 ), EPR ( EPR不动...查看全文
肖恩她爹2020-10-14 15:36
回复@坚强勇敢2020: 哈哈,同在REITS里捡垃圾,老哥啥都能猜到。$Welltower(WELL)$ 我一直回避,$斗牛场不动产投资信托(VTR)$ 算是我的福股,今年给我带来了不少盈利,但也清了,连PUT也不卖了。不过,VTR已经开始搞分散化了,以后会将MOB的比例提升,减少养老业务的比重,Q2也有大佬开始介入了,...查看全文
肖恩她爹2020-06-19 20:39
$斗牛场不动产投资信托(VTR)$ Funding from the HHS Provider Relief Fund for Medicaid providers is expected to provide funding to a limited number of SHOP VTR assets for COVID-19 relief. If HHS expands COVID-19 funding to private-pay licensed senior living, we expect most of our...查看全文
八年低位买2020-05-11 23:59
$Brookfield地产合伙(BPY)$ $Sabra保健(SBRA)$ $斗牛场不动产投资信托(VTR)$ 有奶就是娘!依然派发季度息的,派息消减幅度<30%的,股价貌似抗跌。查看全文
知并行2020-05-09 10:40
#20200508+复盘15#
港股
1:物业继续大涨,主要是新城悦1755hk收购带动,板块继续向上,我还是不参与了,碧桂园生活配售仍是一个大事件,且往前看;
2:心动公司:
游戏板块继续共振,主要是4月的流水也不错,心动很喜欢黄老板的致股东信讲的两点:开放和长期,这就是心动的长期价...查看全文
八年低位买2020-05-07 23:59
$Omega Healthcare(OHI)$ $斗牛场不动产投资信托(VTR)$ $Sabra保健(SBRA)$ 这些带护理中心、养老公寓的,股价还是处于半山腰,低位,受疫情影响。其实,就算没有疫情,老年人年龄组的人口自然死亡率也是很高的。查看全文
八年低位买2020-05-07 12:01
$Sabra保健(SBRA)$ $斗牛场不动产投资信托(VTR)$ $金克地产(KIM)$ 展望未来,在一个二十年的周期内每年稳定提供10%~15%分红派息的股票,已经属于稀有动物了。跑赢自己买物业收租、开传统小加工厂、传统贸易。查看全文
内部交易: $斗牛场不动产投资信托(VTR)$ 2012-05-16,EVP, Chief Admin. Off., GC,RINEY T RICHARD ,期权,146704普通股, $39.12
内部交易: $斗牛场不动产投资信托(VTR)$ 2012-04-27,Director,PASQUALE DOUGLAS M ,卖出,14200普通股, $59.01
8-K - Current report Filed: 2012-02-17 AccNo: 0001157523-12-000873 Size: 603 KB Item 2.02: Results of Operations and Financial Condition Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits 网页链接
8-K - Current report Filed: 2012-02-14 AccNo: 0001104659-12-009785 Size: 371 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Fina...
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-14 AccNo: 0000315066-12-003142 Size: 12 KB 网页链接
SC 13G - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-14 AccNo: 0000914208-12-000284 Size: 68 KB 网页链接
SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2012-02-14 AccNo: 0001284812-12-000107 Size: 17 KB 网页链接