General Mills (GIS) is a consumer food giant with numerous well-known brands such as Cheerios, Betty Crocker, Yoplait, Pillsbury, Nature Valley, Old El Paso, and Haagen-Dazs. Despite its impressive product portfolio the company's stock has been very disappointing, losing 10% over the past year while the S&P 500 has returned close to 20%. General Mills [...]
Kinder Morgan (KMI) has had a rough four years, enduring a painful turnaround that included billions in asset sales (to pay down debt) and a 75% dividend cut in late 2015. As a result, income investors have had to endure a -50% total return during a time when the S&P 500 is up 60%. Recently, [...]
Despite years of deteriorating conditions in the skilled nursing facility (SNF) industry, Omega Healthcare Investors (OHI), the nation's largest SNF REIT, was able to increase its dividend for 20 consecutive quarters. However, due to rising tenant distress, for 2018 management announced a major turnaround effort and froze the firm's quarterly dividend at its current 66 [...]