DOC - Omega Healthcare Can Turn Lemons Into Lemonade
Some of you may recall that last February 2018 I downgraded shares in Omega Healthcare Investors (OHI) from a SWAN to a SALSA. As readers know, to be considered a SWAN — stands for “sleep well at night” — the company must exhibit all of the ingredients of a high-quality enterprise.
Although I had to downgrade the company I explained that “I'm sticking with Omega… because I'm a value investor. That simply means that sometimes I have to go against the herd and even risk being called a dummy. Buying stocks