Yet another addition to an existing position on Omega Healthcare Investors (NYSE:OHI) as I bought additional 40 shares for 35,78 USD per share. Lately I have also updated the strategy to allow external liabilities up to 10% of the portfolio value. Such liabilities can pump up the ROE as I would be paying an interest rate of 0.99% for it. Comparing that to a dividend yield above 6% in case of NYSE:OHI makes it a no brainer as long as the involved risks are understood. Then there are the tax benefits on top of that.
Corporate profile: http://www.omegahealthcare.com/corporateprofile.aspx?iid=103065