Recent Buy: Omega Healthcare Investors, Inc.

Small addition to existing Omega Healthcare Investors position with a purchase of 20 additional shares for 31,46 USD per share. There are some political risks involved here and few clients have been in trouble lately but the overall demographic trend is so positive factor that I really don’t care for short term problems. Even with such problems the valuation appears to be very cheap so I consider the risk to be compensated.

Link: George Schneider @ Seeking Alpha