Roberts & Ryan hosted a call with Omega Healthcare Investors and a group of investors. I always enjoy these events – it’s a great way to learn more about companies and to hear directly from members of senior management.
We covered a lot of topics and investors asked a number of good questions.
During the opening overview of the company, Matthew Gourmand, Omega’s SVP of Corporate Strategy and Investor Relations, joked that investors shouldn’t be afraid of the high dividend. Your alarm bells don’t need to sound, it’s just a function of how their business operates, and they’re very good at it!
3 Key Takeaways From Today’s Call:
✔ Supply/Demand profile is very favorable for the next decade (see slides below)
✔ High, single digit return on dividend alone (add in some decent stock performance and you’re doing well)
✔ Recession Resistant Industry
We’re planning another call with Omega towards the end of the year. Reach out to me if you would like to be added. This is a good story – even better to hear it firsthand.
“Thank You” to the entire Omega Healthcare Investors team for your support. We’re doing great things socially through the success of our business and your support is meaningful!
