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budge

08/30/13 10:20 AM

#1936 RE: SSKILLZ1 #1935

OHI scares me a bit. nursing homes are certainly a growth industry, but i just get the sense that they will in large part be operating on the verge of bankrupcy in the future due to government meddling. i've been seeing that happening on an anectdotal basis now. BMR may very well fit my purpose also. that is the very front end of the healthcare industry.

HTA is new and still has a lot of initial excitement in the price but will settle down i think when interest rates normalize.

but then, i'm no expert.