12-15-2016, 10:26 AM
I currently own OHI. It's a small position and I doubt it will ever get very large. The main risks are what Caversham mentioned. The benefits are the large dividend, decent fundamentals, good dividend growth, and the greying of America's population. With baby boomers about to start needing their properties in mass, they should have more than enough bodies to fill their locations. I might double my position, but I wouldn't go much higher. Though I do let my dividends reinvest into them so the position does get larger every quarter. And at 8% the growth in shares is getting it to be a nice size position.