10-26-2015, 09:20 AM
I agree that it looks like a great start, BLTN, and $1200 per month of fresh powder is nothing to sneeze at.
And DW, really nice analysis.
My 2 cents would be, as always, focus on best valuations at the moment. Getting a bargain on a great company will do more for you in the medium to long term than buying a lesser value just to satisfy weightings.
I agree with DW about the consumer staples backbone, but a lot of the go-to companies are pretty expensive right now. REgarding some of the sectors you are light on, in the industrials I love the defense giants. Nothing like having your biggest customers using taxpayer money to buy your stuff.
On telecom, T is off its lows, unfortunately, but I am not sure it is overpriced here. I've been considering adding myself.
I agree with those that see healthcare as a tentpole sector going forward, and so the healthcare REITs give you a double-boost. So I applaud your interest in OHI.
Keep us posted!
And DW, really nice analysis.
My 2 cents would be, as always, focus on best valuations at the moment. Getting a bargain on a great company will do more for you in the medium to long term than buying a lesser value just to satisfy weightings.
I agree with DW about the consumer staples backbone, but a lot of the go-to companies are pretty expensive right now. REgarding some of the sectors you are light on, in the industrials I love the defense giants. Nothing like having your biggest customers using taxpayer money to buy your stuff.
On telecom, T is off its lows, unfortunately, but I am not sure it is overpriced here. I've been considering adding myself.
I agree with those that see healthcare as a tentpole sector going forward, and so the healthcare REITs give you a double-boost. So I applaud your interest in OHI.
Keep us posted!