tag:blogger.com,1999:blog-6587699706949333863.post4850913940869307461..comments2024-03-27T23:39:33.499-05:00Comments on Passive Income Pursuit: Recent BuysPassive Income Pursuithttp://www.blogger.com/profile/13947101854482544346noreply@blogger.comBlogger19125tag:blogger.com,1999:blog-6587699706949333863.post-4469326029514429462015-04-16T16:59:20.470-05:002015-04-16T16:59:20.470-05:00Thanks JC!Thanks JC!FabSavingshttp://fabsavings.net/noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-75401459616161480952015-04-15T06:35:45.652-05:002015-04-15T06:35:45.652-05:00DM,
For a higher growth component I really like ...DM, <br /><br />For a higher growth component I really like VTR but HCP has the track record. There's always so many great companies and never enough capital.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-67615311167723083402015-04-15T06:34:05.085-05:002015-04-15T06:34:05.085-05:00Money Unbinding,
Congrats on getting started wit...Money Unbinding, <br /><br />Congrats on getting started with DGI. I think you'll love it if you don't already. If you have any questions poke around my blog or any of the other great DG blogs. If you can't find the answer then shoot me an email/comment and I'll see what I can find.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-76960665860832392412015-04-15T06:31:48.625-05:002015-04-15T06:31:48.625-05:00F2FF,
OHI looks great and I love their streak of...F2FF, <br /><br />OHI looks great and I love their streak of quarterly increases. HCP is solid as well but I expect OHI and VTR will probably perform better but HCP will be more stable.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-12622117094477310732015-04-15T06:25:44.412-05:002015-04-15T06:25:44.412-05:00Gareth,
I just wish I had bought TROW earlier. ...Gareth, <br /><br />I just wish I had bought TROW earlier. I'm really bullish on the asset managers long term.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-41664717619557820882015-04-15T06:24:38.277-05:002015-04-15T06:24:38.277-05:00Ryan,
For long term effects on the REITs I don&#...Ryan, <br /><br />For long term effects on the REITs I don't think rate increases will be an issue as long as it's not crazy to fight hyperinflation. If we get the slow steady increases then share prices of REITs may or may not react. Historically it's inconclusive. But the important thing to remember is that the share price action doesn't necessarily correlate to the results of the companies themselves which is why I've been starting positions in REITs and if they drop big then I'll just add more.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-44683539892382554142015-04-15T06:20:56.991-05:002015-04-15T06:20:56.991-05:00Tawcan,
I now have OHI, HCP, and VTR in my portf...Tawcan, <br /><br />I now have OHI, HCP, and VTR in my portfolio so I like my healthcare real estate exposure and won't be looking to add any more companies to the mix. I wouldn't mind bumping up my RE exposure though I'll probably try and wait until we get that rate increase sometime this year. WPC looks good and O is always a solid bet.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-44914315318794005642015-04-15T06:18:33.697-05:002015-04-15T06:18:33.697-05:00R2R,
Yeah I was looking at OHI for a long time b...R2R, <br /><br />Yeah I was looking at OHI for a long time before I finally added the shares to my portfolio. It's been a long time coming. I think VTR is doing very well and there's more room for growth compared to HCP.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-52077104068251993452015-04-15T06:17:19.861-05:002015-04-15T06:17:19.861-05:00FabSavings,
OHI paid a partial dividend due to t...FabSavings, <br /><br />OHI paid a partial dividend due to the Aviv REIT acquisition. The total payout will be the same but they wanted to pay the OHI shareholders from before the merger their portion of the dividend and then will pay the remainder of the dividend to all shareholders of OHI after the acquisition closes.<br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-81774744689648191832015-04-14T19:40:00.096-05:002015-04-14T19:40:00.096-05:00Hi JC! Was looking into potentially getting some O...Hi JC! Was looking into potentially getting some OHI for my RothIRA and ended up in your blog. I am confused though regarding OHI dividend : quarterly div seems to be 0.36 according to https://www.google.com/finance?cid=656445 . Did OHI cut a bit their dividend?FabSavingshttp://fabsavings.net/noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-30636009945107825412015-03-12T23:59:45.102-05:002015-03-12T23:59:45.102-05:00JC,
Nice grab there on TROW. And glad to have you...JC,<br /><br />Nice grab there on TROW. And glad to have you as a fellow shareholder! :)<br /><br />I may need to up my exposure to the healthcare REITs at some point. OHI has been a great performer thus far. Wouldn't mind owning a little more. <br /><br />Cheers!Dividend Mantrahttp://www.dividendmantra.comnoreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-33438406740637211802015-03-12T17:16:13.896-05:002015-03-12T17:16:13.896-05:00Good buys JC. Both stocks are solid with nice per...Good buys JC. Both stocks are solid with nice perspective. As a new starter, I haven't looked into these two sectors in details, but both stocks are on my watch list.Money Unbindinghttps://www.blogger.com/profile/17493187271050537788noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-32792843104429180372015-03-12T17:09:36.021-05:002015-03-12T17:09:36.021-05:00My eyes are keen on REITs as well, particularly OH...My eyes are keen on REITs as well, particularly OHI right now, I like the div growth and the recent price drop made valuation attractive in my eyes. I bought HCP recently and OHI would compliment it I believe. Thanks for sharing your recent buy JC!FrugalitytoFinancialFreedomhttps://www.blogger.com/profile/06485005554534003625noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-74739308036027949872015-03-11T19:24:42.036-05:002015-03-11T19:24:42.036-05:00Nice buys there JC. TROW is getting lots of love i...Nice buys there JC. TROW is getting lots of love in the dividend blogging work and rightly so. Recent dividend raise and a great company to ownGareth @ Investment Road to Freedomhttp://investmentroadtofreedom.com/noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-64537839685320152212015-03-11T18:09:10.684-05:002015-03-11T18:09:10.684-05:00Great buys, JC. I'm a huge fan of both busine...Great buys, JC. I'm a huge fan of both businesses and would love to own both. I also like that you're nibbling on the REIT's lately just in case they don't drop more. The yields are awesome. I want a little more exposure in that sector and hopefully I'll have some more cash soon. Best wishes to you and the family! Ryanhttp://www.mydividendgrowth.comnoreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-79512824578637614682015-03-11T15:26:55.860-05:002015-03-11T15:26:55.860-05:00We own OHI and looking to buy more once we have so...We own OHI and looking to buy more once we have some US cash. HCP is another one that we're looking at. <br /><br />Great buys. :)Tawcanhttps://www.blogger.com/profile/17163696730038583040noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-8140291337928915052015-03-11T13:14:08.864-05:002015-03-11T13:14:08.864-05:00Great buys, JC. If I remember correctly, youve bee...Great buys, JC. If I remember correctly, youve been looking at OHI for a while now and good to finally have you as a fellow shareholder. I am thinking of adding a second one to my portfolio and debating between HCP and VTR. I like VTR more than HCP, but HCP is slightly better priced...I guess I have the classic 'buy decent company at good price vs. good company at decent price'. <br /><br />I havent looked much into TROW but seems to be a popular one with the rest of teh community.Thanks for sharing your purchases.<br /><br />Best wishes<br />R2RRoadmap2Retirehttps://www.blogger.com/profile/14379818667071736766noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-71896020167556865462015-03-11T10:56:24.304-05:002015-03-11T10:56:24.304-05:00Scott,
Health care has a great tailwind and I wa...Scott, <br /><br />Health care has a great tailwind and I want to get more exposure to both the REIT side because of the higher yields and the product/service side like JNJ, MDT, BDX, BAX... I own 3 of those, only missing out on BDX. I hope to fix that in the future but I can't justify paying current prices for it. <br /><br />I'm glad you liked the TROW analysis. It's good to get back to researching companies and sharing my thoughts/ideas. I'm bullish on the asset managers long term as well. <br /><br />Thanks for stopping by!Passive Income Pursuithttps://www.blogger.com/profile/13947101854482544346noreply@blogger.comtag:blogger.com,1999:blog-6587699706949333863.post-27855521600603702362015-03-11T10:46:11.086-05:002015-03-11T10:46:11.086-05:00Thanks for the update. I am bullish too on the hea...Thanks for the update. I am bullish too on the healthcare sector in general. With the babyboomer population aging, healthcare REITs are likely a great way to go. I only own VTR now, and, unfortunately, didn't take the opportunity to add more to it this year. (I purchased CVX, EMR, and recently TROW with all the allowed Roth contributions.) I'll definitely have to consider adding more to it in the future.<br /><br />Also, thank you for your recent TROW write-up. I had been eyeing a number of asset management companies (BEN, BLK) and your analysis, among one or two others, helped a lot.Scotthttp://www.twoinvesting.comnoreply@blogger.com