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

Damn fellas y’all are really ride or die

quote:

---

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

---

“Diamond hands!”

Up 3% so far today

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.

Up 8% today

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?

Up 10% today

I gave up.

That allows the stock to soar.

You’re welcome.

I was wrong to exit.

So far……

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.