Celebrating 57.14% gains in Omega Healthcare (OHI) — and Seven New 52-Week Highs!

Whatever your view on Obamacare, your Dividend Pro bet on profiting from the exploding healthcare sector has yielded you some juicy profits.

Since I first recommended Omega Healthcare (OHI) on July 12, you took profits of 57.1% on July 19, and another set of 100% gains July 30. Then on Aug. 16, I recommended you take another bite at the apple by buying the $25 December call options.

With these second set of Omega Healthcare options now up 57.14%, I am recommending that you sell half of your options here to lock in your gains.

Hold on to the stock and the rest of your options for potentially even bigger gains in the future.

While the overall market was down last week, your Dividend Pro portfolio is powering ahead. You have no fewer than seven positions — Two Harbors Investment Corp. (TWO), iShares FTSE NAREIT Mortgage REIT (REM), UBS E-TRACS 2xLeveraged Long Wells Fargo Business Development Company ETN (BDCL),Omega Healthcare Investors Inc. (OHI), PowerShares Preferred (PGX), Fifth Street Finance Corp. (FSC) and PowerShares Emerging Mkts Sovereign Debt (PCY) all hitting either record or at least 52-week highs.

That’s not bad for a portfolio with an average yield of just under 10%…

Portfolio Update

Global X SuperDividend ETF (SDIV) dropped 1.05%, as global markets pulled back this week. With a yield of 7.41%, SDIV remains a BUY.

Two Harbors Investment Corp. (TWO) rose 0.26% last week. TWO is a real estate investment trust that invests in residential mortgage-backed securities, residential mortgage loans, residential real properties and other financial assets. The company last declared a quarterly dividend of $0.40 per common share, and today yields 13.70%. TWO is a BUY.

American Capital Agency Corp. (AGNC) rose 0.29%. Besides paying out a generous dividend of 14.40% to its investors, AGNC has offered handsome capital gains as well. Back above its 50-day moving average (MA), AGNC is a BUY.

Prospect Capital Corporation (PSEC) dropped 0.26%. Some analysts are suggesting that PSEC will be announcing a special dividend and/or more substantial dividend increase in the coming months. The company will pay a monthly dividend of $0.1016 for the month on Sept. 21. PSEC is a BUY.

iShares FTSE NAREIT Mortgage REIT (REM) jumped another 1.14%. Replicating the FTSE NAREIT All Mortgage Capped Index, and is trading at a 52-week high. REM’s current yield is 11.93% and remains a BUY.

PIMCO Municipal Income Fund II (PML) was essentially flat, dropping 0.15%. You should receive your monthly dividend payment on Sept 7 or Sept 10. Slipping below its 50-day MA, PML is a HOLD.

UBS E-TRACS 2xLeveraged Long Wells Fargo Business Development Company ETN (BDCL) rose yet another 1.05%. Hitting a new record high and yielding 13.93%, BDCL remains a BUY.

Apollo Investment (AINV) jumped 1.11%. The current dividend monthly dividend is 20 cents per share, which equals a 9.98% dividend yield. The ex-dividend date is September 11, 2012, record date is September 13, 2012 and the dividend payout date is October 04, 2012. AINV is a BUY.

Omega Healthcare Investors Inc. (OHI) continued its recovery, rising 2.05% over the past five trading days. In addition, with the December $25 call options now up 57.14%, sell half your options here to lock in your gains. Hitting a new record high, OHI remains a BUY.

PowerShares Preferred (PGX) rose 0.20%. This position has recovered strongly over the past few weeks, and is trading at its 52-week high. Yielding over 6.4%, this monthly income payer remains a BUY.

Fifth Street Finance Corp. (FSC) rose 0.95%. Hitting a new 52 week high, and boasting an 11% yield, FSC remains a BUY.

PowerShares Emerging Mkts Sovereign Debt (PCY) rose 0.76%. This ETF invest only in dollar-priced bonds, so you don’t face any currency risk. This play on foreign government debt yields over 5% and remains a BUY.

Vanguard Natural Resources (VNR) dropped 0.38% the first week in your portfolio, as it now trades ex- dividend. Expect a monthly dividend of $0.20, payable on Sept. 14 — a yield of approximately 0.70% per month. VNR is a BUY.

CVR Partners, LP (UAN) dropped back 2.89% its first week in the portfolio. UAN started paying a dividend of $0.40 in 2011 and increased it to $0.60 in August 2012. UANs current yield stands at 9.4% and it remains a BUY.

Nicholas Vardy

Nicholas Vardy has a unique background that has proven his knack for making money in different markets around the world. He was the Editor of The Global Guru, a free weekly e-newsletter, and also edited the trading services Momentum Trader Alert, which focused on making short-term profits in the hottest markets in the world, and The Alpha Algorithm, which was designed specifically to deliver big, fast triple-digit winners, month after month. He was also the editor of Smart Money Masters, a monthly service focused on longer term investments recommended by the brightest minds in the business. Mr. Vardy has been a regular commentator on CNN International and the Fox Business Network. He has also published articles in The New Republic, The World and I, and The Baker & McKenzie Legal Review. The Global Guru/Nicholas Vardy has been cited in The Wall Street Journal, Newsweek, Fox Business News, CBS MarketWatch, Yahoo! Finance, and MSN Money Central. Mr. Vardy graduated from Stanford with a B.A. — with honors and distinction — in both Economics and History, and he also earned an M.A in Modern European Intellectual History. After winning a Fulbright Scholarship, he earned a J.D. degree at Harvard Law School where he was an editor of the Harvard International Law Journal. When not uncovering investment opportunities for his subscribers and investors, Mr. Vardy is a keep-fit enthusiast and an avid student of classical music.  

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