Week Ended 7/28/17

Busy week for 2CHYP An immense amount of news hit this week so let’s get right to it.  First the bad then the good. Omega Healthcare (OHI) reported with strong FFO numbers, but the headline was not the story.  FFO remained strong because OHI’s troubled tenants remain...

Week Ended 7/21/17

Earnings season is back REIT earnings season is a bit later than that of the rest of the market so we have yet to get into the thick of it, but some companies have reported giving a glimpse of the fundamental outlook for 2CHYP. Within our portfolio, Brandywine...

Week Ended 7/14/17

Company news and the Fed While I still don’t think REITs are fundamentally interest rate sensitive, it is rather nice when the pendulum swings in the other direction.  Yellen’s dovish testimony this week made the market think a rate hike will be delayed until December...

Week Ended 7/7/17

New stocks getting cheap The 3rd quarter of 2017 began with whipsaw action in the shortened holiday week.  Monday and Friday were sharply up with REITs taking a dive on Wednesday and Thursday. Source: Yahoo Finance chart This volatility afforded a sale of City...

Portfolio Analytics 2Q17

Welcome to the 2CHYP quarterly analytics.  Each quarter we analyze our holdings both at a portfolio level and at a company level along with additional commentary about how 2CHYP works. PDF link: Portfolio analytics 2Q17 For information and analysis on each company...