1. National Health Investors ( NHI) owns long-term care facilities. The numbers: Fourth-quarter net income increased 22% to $16 million, and earnings per share grew 10% to 54 cents. Revenue climbed 10% to $17 million. The operating margin remained steady at 78%. The REIT holds $46 million of cash and no debt. The stock: National Health Investors has gained 52% in the past 12 months. The stock sells for a price-to-projected-earnings ratio of 14, a discount to peers. The shares are expensive based on book value and sales. The REIT yields 6.4%. -- Reported by Jake Lynch in Boston.