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Sabra Health Care REITSBRABUYDec 27, 2024Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
Her top pick of 2026. Trades at 12x FFO, half the market's, and pays a 6.5% dividend. They are in the nursing space (retirement and skilled), and behavioural health. Enjoys demographic winds. Earnings to grow 5.5% this year. Up 17% last year, so has momentum as well as fundamentals. Is not threatened by AI, and could even benefit Sabra.
Pays an 8.1% dividend. Aging demographics mean this is good.