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    1. Among Our Health-Care REIT Coverage, Health Care REIT Looks Relatively Pricey on Many Metrics

      Commentary

      Tue, 9 Dec 2014

      suggest investors consider peers Ventas or HCP --both of which also operate narrow ..... trades at a 10% premium, while Ventas and HCP trade at 5% and 12% discounts, respectively ..... 19.4 times multiple, while Ventas and HCP trade at 17.7 and 16.3 times, respectively

    2. REITWorld Conference, Meetings Support Our Views on Industry

      Commentary

      Thu, 6 Nov 2014

      represent relative bargains among our overall REIT coverage, which appears roughly 10% overvalued. (We also continue to view HCP and American Tower as relative values.) REIT executives were generally bullish on where we are in the current real estate cycle

    3. Our Enthusiasm for HCP's Solid Third-quarter Results Is Tempered by HCR Coverage Metrics

      Commentary

      Tue, 4 Nov 2014

      HCP 's solid third-quarter results met our expectations, and we ..... However, tightened rent coverage metrics at HCR ManorCare, HCP 's top tenant, cast a cloud over HCP 's otherwise good financial results. HCP 's consolidated results

    4. Reasonable Leverage, Growth Prospects, Moats, and Valuation Guide Our REIT Picks

      Headlines

      Fri, 3 Oct 2014

      environment remains in place. Our favorite REITs currently-- HCP HCP , Ventas VTR, Tanger Factory Outlet Centers SKT, and American ..... additional margin of safety relative to the average REIT. HCP Is a Dividend Aristocrat Although HCP 's dividend payout

    5. Bird in the hand AND two in the bush!

      Commentary

      Thu, 2 Oct 2014

      49% 7.55% 7.60% 10.10% Universal Health Realty Trust UHT 28 6.05% 7.68% 7.07% 7.30% 8.47% HCP Inc. HCP 29 5.49% 10.49% 9.62% 8.39% 7.87% Williams Companies WMB 11 4.05% 24.19% 47.69% 31.35% 47

    6. Still Some Opportunities in REITs

      Headlines

      Wed, 1 Oct 2014

      Estimate Economic Moat Fair Value Uncertainty Consider Buying HCP $51.00 Narrow Medium $35.70 American Tower $111 ..... 20 Narrow Medium SGD 1.54 Data as of 09-24-2017 HCP HCP Health-care REITs in general are the most attractive property

    7. 4 REITs That Can Weather Through Rising Rates

      Video Reports

      Tue, 30 Sep 2014

      which traditionally are not in favor with investors during rising-interest-rate environments. Those are [TICKER: HCP ] HCP ( HCP ) and [TICKER:VTR] Ventas (VTR). We like those today, nonetheless, because even though there may be a rising

      HCP found at 5:40

      which traditionally are not in favor with investors during rising-interest-rate environments. Those are [TICKER: HCP ] HCP ( HCP ) and [TICKER:VTR] Ventas (VTR). We like those today, nonetheless, because even though there may be a rising-interest-rate environment, their lease payments from tenants
    8. Stock Market Outlook: Keep Your Expectations in Check

      Headlines

      Mon, 29 Sep 2014

      there are a handful of exceptions based on company-specific circumstances. For example, we favor health-care REITs HCP HCP and Ventas VTR for their relatively high yields and demographic tailwinds. We also like wide-moat consumer staples firms

    9. Ventas Featured Positively in Barron's Article, Mirroring Our Own Bullish Take

      Commentary

      Mon, 15 Sep 2014

      periods in 2013 when the yield on the 10-year Treasury rose by an average of 0.21 percentage points, the average return for HCP , Health Care REIT, and Ventas was negative 2.78 percentage points. Recent rate rises have resulted in similarly negative

    10. HCP and Brookdale Close Restructuring Transaction Announced in April; Maintaining Our Opinion

      Commentary

      Tue, 2 Sep 2014

      HCP and Brookdale Senior Living announced the closing ..... While we view the transaction favorably from HCP 's perspective, the net benefit from the ..... also maintaining our narrow moat rating for HCP . While the transaction is complex and includes

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