National Health Investors (NYSE:NHI)

CAPS Rating: 5 out of 5

A real estate investment trust which invests in income producing health care properties in the long-term care industry.

NHI News and Commentary

Caps

How do you think NHI will perform against the market?

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All Players

157 Outperform
8 Underperform
 

All-Star Players

25 Outperform
1 Underperform
 

Wall Street

2 Outperform
1 Underperform
 

Top NHI Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

bobsteinhagen (81.65)
Submitted May 24, 2010

Great dividend, great earnings to debt, aging population, great growth opportunity. Only concern would be that it's finally close to being priced at a premium.

Top Bear Pitch

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NHI VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about NHI.

Recs

0
Member Avatar rhallbick (96.82) Submitted: 12/31/2017 9:36:36 PM : Outperform Start Price: $73.37 NHI Score: -2.40

Selected as a play on the aging baby boomers.

In 2014, the latest year for which data is available, 46.2 million people (or 14.5% of the population) were age 65 or older in the United States. Census estimates are that by 2040, those 65 or older are expected to comprise 21.7% of the population.

As a self-managed Real Estate Investment Trust (REIT) in the long-term health care industry, National Health Investors pays out most of its profits as dividends to shareholders. Current dividend is $0.95/quarter and that has been fully covered by profits. Funding for expansion comes from the less than 10% of profits that it retains, new debt, and increasing the number of common shares outstanding. About 15% of their current debt, which is in a revolving credit facility, is exposed to variable interest rate risk. They own 207 health care real estate properties located in 32 states, consisting of 134 senior housing communities, 68 skilled nursing facilities, 3 hospitals and 2 medical office buildings. Their senior housing communities include assisted living facilities, senior living campuses, independent living facilities, and entrance-fee communities. They lease all of these properties to facility operators, and also provide construction and mezzanine loans to these operators to conduct expansions and/or for acquisitions for their own account.

Other than the rising interest rates effect on their credit facility, on future debt, and on the relative attractiveness of their dividend, other possible risks are: tenants going bankrupt, cuts in Medicare and Medicaid affecting their tenants in the skilled nursing facilities, and/or another disruption of the debt and real estate markets.

After many years of strong revenue and profit growth, the last 1-1/2 years have seen fairly flat results, though dividends have continued to increase. Hopefully, this pick will avoid serious problems with the risks listed above, and will be more resilient than others in an eventual market correction.

Recs

0
Member Avatar Brokali (< 20) Submitted: 4/30/2016 4:57:30 PM : Outperform Start Price: $60.56 NHI Score: -13.32

This is a dividend play. NHI—despite being small in size—has one of most diversified asset base among Healthcare REITS. It moderately underperformed in a year where HCP and SNR were heavily hit. On account of its 5.29% dividend yield, consistent dividend growth, and improving AFFO, the dips should be bought to improve cost basis.

Recs

0
Member Avatar afewgoodstocks14 (< 20) Submitted: 9/30/2014 1:17:12 PM : Outperform Start Price: $48.53 NHI Score: +5.89

Div. (Yield) $3.08 (5.3%)

Leaderboard

Find the members with the highest scoring picks in NHI.

Score Leader

biffkrank

biffkrank (< 20) Score: +338.44

The Score Leader is the player with the highest score across all their picks in NHI.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
biffkrank < 20 8/24/2006 Outperform 3Y $13.20 +467.64% +129.20% +338.44 1 Comment
VOLCANOPUKER 80.21 11/24/2008 Outperform 5Y $11.09 +575.86% +241.67% +334.19 0 Comment
elilawson 58.21 11/8/2007 Outperform NS $14.46 +417.96% +99.37% +318.59 0 Comment
DParler 78.48 9/7/2007 12/9/2009 Outperform 3Y $15.01 +399.22% +100.99% +298.23 2 Comments
danreagan 51.22 12/17/2007 Outperform NS $15.12 +395.44% +100.35% +295.09 0 Comment
mtnstyne < 20 12/31/2007 Outperform 5Y $15.23 +391.87% +98.15% +293.72 0 Comment
bnlpe < 20 8/28/2007 Outperform NS $15.29 +389.99% +101.43% +288.56 0 Comment
battletron 99.15 1/11/2008 Outperform 5Y $15.49 +383.55% +107.04% +276.51 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. restucci 78.87 3/28/2007 Outperform 5Y $15.48 +384.04% +108.01% +276.03 1 Comment
EasyCo 31.23 1/18/2008 Outperform 3Y $15.17 +394.00% +120.01% +273.99 1 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackPoisedTo < 20 2/28/2012 Outperform 5Y $34.11 +119.67% +103.85% +15.82 0 Comment
TrackHilliard 94.59 2/16/2012 Underperform NS $34.21 +119.02% +105.65% -13.38 0 Comment
TrackMorganKeeg 78.10 7/19/2011 Outperform NS $31.33 +139.10% +112.94% +26.15 0 Comment
TrackStifel 94.12 2/16/2010 Outperform NS $35.29 -1.05% +0.06% -1.11 2/24/2010 @ $34.92 0 Comment
TrackStifel 94.12 12/8/2009 Outperform NS $34.86 +5.54% +2.04% +3.51 1/4/2010 @ $36.79 0 Comment
TrackStifel 94.12 7/8/2009 Outperform NS $27.01 +5.59% +3.89% +1.70 7/15/2009 @ $28.52 0 Comment

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