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Message

re: Medical Properties Trust, Inc. (NYSE:MPW)

Posted on 1/18/24 at 4:25 pm to
Posted by Jag_Warrior
Virginia
Member since May 2015
4289 posts
Posted on 1/18/24 at 4:25 pm to
quote:

If it goes to $2.50 I will buy buy buy!!!!


I’m not trying to be annoying, but just wondering why? What’s special about $2.50/share?
Posted by Shankopotomus
Social Distanced
Member since Feb 2009
21057 posts
Posted on 1/18/24 at 5:19 pm to
Damn fellas y’all are really ride or die
Posted by TDFreak
Dodge Charger Aficionado
Member since Dec 2009
7714 posts
Posted on 1/19/24 at 10:47 am to
This thing is being ridiculously shorted. 35% of float. Almost 9 days of average trading to cover short positions.

When can we expect a short squeeze? Could make a quick buck here during a squeeze.
Posted by makersmark1
earth
Member since Oct 2011
17216 posts
Posted on 1/19/24 at 1:21 pm to
quote:

When can we expect a short squeeze? Could make a quick buck here during a squeeze


“Diamond hands!”

Posted by Ncook
Member since Feb 2019
423 posts
Posted on 1/21/24 at 10:11 pm to
Cell tower reits in your portfolio???

Who do you like?
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
76500 posts
Posted on 1/22/24 at 10:07 am to
Up 3% so far today
Posted by Shankopotomus
Social Distanced
Member since Feb 2009
21057 posts
Posted on 1/23/24 at 8:45 pm to
I dunno the damage has largely been done here, however, this thing is basically a prime candidate for breakup and sale of assets at this point honestly

It’s a mess.

So in this market it’ll go up 6% in a matter of days sure
Posted by slackster
Houston
Member since Mar 2009
87780 posts
Posted on 1/23/24 at 9:12 pm to
quote:

If you believe that private medicine will always make money and pay the rent, this is a great stock


Sure, if you ignore the fact that their biggest tenet isn’t actually paying rent…

I realize this is with the benefit of hindsight but it’s important to point out nonetheless.
This post was edited on 1/23/24 at 9:13 pm
Posted by makersmark1
earth
Member since Oct 2011
17216 posts
Posted on 1/25/24 at 4:57 am to
quote:

this is a great stock


I have a position.

If I add to it, the stock will plummet.

If I give up hope, it becomes a rocket ship.

Posted by Paul Allen
Montauk, NY
Member since Nov 2007
76500 posts
Posted on 2/12/24 at 1:18 pm to
Up 8% today
Posted by Big Scrub TX
Member since Dec 2013
34708 posts
Posted on 2/12/24 at 3:51 pm to
I missed this thread last fall, but whoa!

Some pretty good lessons here:

Huge dividend yields can often be signs of a value trap - or worse. I didn't see any discussion of yield fundamentals in this thread interrogating whether or not the yield was "true" (i.e. derived solely from investment income) or "false" (i.e. return of the shareholders' own capital, masquerading as a "dividend")

Looks like at least half the float is owned by ETFs. I'm not exactly sure what that tells us, but it strikes me as weird.

What was the debt profile of the REIT - both at the corporate and the property level? I don't see much discussion of such in the thread.

Local knowledge matters. I notice several appeals to "we'll always need medical, even in a recession" type of sentiments. But it's almost always more complicated than that - especially for REITs such as this which, IMO, are usually compiled mostly to attract retail investors with a "story". Thanks to the poster who mentioned the more granular fundamentals he was noticing in the space.

Having said all that - the divvy is up to 26%! What gives with this fricking thing?

Posted by Paul Allen
Montauk, NY
Member since Nov 2007
76500 posts
Posted on 2/12/24 at 10:47 pm to
I’m seeing a 16% dividend not 26%
Posted by speechles
Member since Jan 2013
1320 posts
Posted on 2/27/24 at 1:33 pm to
Up 10% today
Posted by Drizzt
Cimmeria
Member since Aug 2013
13741 posts
Posted on 2/27/24 at 2:01 pm to
I’m above even now. I’ll hold and see where this goes.
Posted by makersmark1
earth
Member since Oct 2011
17216 posts
Posted on 2/27/24 at 2:06 pm to
I gave up.

That allows the stock to soar.

You’re welcome.
Posted by TDFreak
Dodge Charger Aficionado
Member since Dec 2009
7714 posts
Posted on 2/27/24 at 11:49 pm to
Up 35% since entering.
Posted by makersmark1
earth
Member since Oct 2011
17216 posts
Posted on 2/28/24 at 5:02 am to
I was wrong to exit.

So far……
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
76500 posts
Posted on 3/1/24 at 12:20 pm to
Up 6% today
Posted by SmackoverHawg
Member since Oct 2011
28039 posts
Posted on 3/2/24 at 8:59 am to
FYI. The Change Healthcare cyberattack has shut down claims processing for up to a third of healthcare providers and hospitals nationwide. That means no revenue coming in and no time frame for when it will. Most are already on razor thin margins will very little cash to dip into. Rent would be the first thing I'd skip. Have to make payroll and keep your supplies coming in to stay open. Takes awhile to evict. They may see a serious decline in cashflow if this drags out.
Posted by makersmark1
earth
Member since Oct 2011
17216 posts
Posted on 3/2/24 at 4:37 pm to
quote:

Up 6% today


I’m still out so yall should by as many calls as you can.
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