HCP – it is all about dividend yield?

HCP is changing and in my last notes I was writing more what selling of QCP can change. In fact QCP performed very good after spin-off. That’s in fact a common knowledge that companies which are spun off are very often a good investments. Then you can ask me why I...

HCP – company which lost The Dividend Aristocrat status

On 31st October HCP successfully accomplished a spin off and investors were granted 1 share of QCP for 5 shares of HCP. As I was writing in my last note “(…) this deal seems reasonable, nevertheless I think that dividend cut can be adversely taken by investors.”. The...

HCP – last impairment fully forgotten?

HCP is one of the companies I wish I knew earlier than March. As I wrote in my last post (read more): After weak 2016 guidance and impairments share price plunged to around $26. HCP is a high quality REIT and such drawdown is the best occasion to accumulate Dividend...

I took my first step!

For the first 5 months of running my blog I analysed most (if not every) Dividend Aristocrats from US. I think it is a good step to start building my dividend portfolio, because as Warren Buffett says: Invest Only in Companies You Know and Trust. Now I think I know...

HCP – what should I do after a significant impairment?

HCP is a healthcare REIT with a leadership positions in multiple segments of healthcare real estate. Company owns more than 1200 properties of which most are: senior housing (39%), post-acute/skilled (24%), life science (14%), medical offices (14%) and others. Company...