Welltower’s Big Dividend: Weighing the Risks Ahead

Welltower is a big dividend (4.4%) healthcare REIT. It's an income-investor favorite not only because of its big dividend, but also because of the perceived long-term demographic tailwinds at its back (the aging population). In this article, we review some of the more significant risk factors that could potentially derail Welltower's outstanding long-term track record including healthcare reform, the company’s already large size, valuation, dividend sustainability, lawsuits and REIT laws.

Amazon: A Feasible Path to $700 with Lots of Volatility

Using a discounted cash flow analysis, we value Amazon at over $700 per share.  Our analysis assumes Amazon’s is able to continue to aggressively grow its big three (i.e. Marketplace, Prime and Amazon Web Services) for the next five years before finally slowing up on innovation and growth, and instead focusing more on bottom line results.  Of course this is contrary to Amazon’s 18+ year history

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