I watched this when was released. I was already in mpw but had doubts about it. Somehow you convinced me and bought lots more at lower price. Thank you for the analysis and encouragement.
@CP-qg4ks9 ай бұрын
Thanks! You’re one of the best! In 2019 MPW stock was $21 and total revenue was $870 million 2019 FFO was $1.30 2020 COVID was the reason for the tenant having trouble paying the rent but MPW finished 2020 with $1.27 Billion in revenue and $1.57 FFO and the stock was $21.61 2021 revenue was $1.57 Billion FFO was $1.75 The stock was $23 2022 revenue was $1.58 Billion (highest ever) FFO was $1.82 (highest ever) The stock was $11 2023 MPW sold a few buildings to pay down debt so revenue is expected to be $1.33 Billion and FFO is expected to be $1.57 per share The stock is currently $3.56 Does it sound like the actual business is in trouble? The difference between 2023 revenue and 2022 revenue (their highest ever)is $250 million The difference between 2022 & 2023 FFO is 25 cents! They’re still profitable
@ballngm649 ай бұрын
That’s why I bought some of it initially. However, from an accounting standpoint, revenue probably has to be reduced since its accounts receivables continue to grow and some of it maybe written off. I wonder what their valuation is if we cut out revenue received from Stewards. In the long run, once steward is out of the picture, MPW should be able to get back into growing phase. Who knows how long that will take though.
@Metal_Stacking9 ай бұрын
Simple failure is way too large of a % in one tenant. They should never allow over 10% in a single tenant. Preferably 5-7% max.
@HughButler-lb6zs9 ай бұрын
@Metal_Stacking when I originally bought MPW that was a criticism. Steward was 20% of MPW's business. They were working on fixing that problem when covid hit Steward. MPW is working on reducing their exposure to Steward so we shall see.
@theodoroseidler70727 ай бұрын
Excellent video as always. Thank you.
@richhands52699 ай бұрын
My three favorite channels: FASTgraphs, Stock Brotha, & How Money Works. Make my week complete! 🔥 🔥 🔥
@holyhandgrenadeofantioch20199 ай бұрын
You say that about all the channels
@mikedelnagro7688 ай бұрын
Thank you for the update, Chuck. I admire your candor with your subscribers and followers. Way to Man Up.
@craigchambers41839 ай бұрын
Thank you. I've been around this block before, so when I considered your assessment of MPW I decided to pick up a couple of hundred shares at $5 two weeks ago. Monday was pretty much a shock, but having gone through these things, I've done nothing, but I have consider whether to abandon the position or add to it. This has helped me with some very good due diligence; solid information, thank you.
@rssharma99 ай бұрын
Thank you, Chuck. Great and very helpful video. I am still hanging on to MPW while slowly adding more shares, but I have to confess that I have thought of selling it off a few times.
@-John97-5 күн бұрын
A new stock analysis for MPW ? Personally I have only bought and not sold anything so far. Thank you 🙏 🤝
@aliasname6029 ай бұрын
I started nibbling on skt around 14 and made a big buy at 4.38, and reinvesting the dividends. Incredible returns.
@tonybrunet77628 ай бұрын
Chuck, I thank you for your honesty.
@SergiMedina9 ай бұрын
Thank you very much, Chuck, for the update on MPW! The more research I do the more I see these things and agree with you. I just keep adding. I added even more a few minutes ago at $2.5 and it's become my SECOND biggest position just after AMZN! This is a once in a decade opportunity, for the appreciation AND for the dividend, which will come back to previous levels eventually and will be amazing when captured at these levels. Be greedy when others are fearful!
@travelerdirk79239 ай бұрын
Thanks for the update Chuck, as usual you've stated the fundamentals are still strong, even while going thru issues with hospital tenants, which aren't going out of business anytime soon. My wife & I both added to our holding yesterday & will probably add a little more as we work at bringing our dollar cost average down to a fantastic level. Thank you again!
@Mondknall9 ай бұрын
"Averaging down" is just a nicer description for throwing good money after bad money. On a stock that lost 80+%, all capital market statistics work against you..
@Cap_management9 ай бұрын
I see. Dollar cost averaging Meta in 2022 was throwing good money after bad money. Haha you made my day. MPW lost 80% in 2009 and than delivered 20% annual gains for 15 years. Another example of bad money? Try to use logic sometimes.@@Mondknall
@FASTgraphs9 ай бұрын
@@Mondknall only if the fundamentals are dropping to oblivion such as the PBI I showed in the video. If fundamentals dictate a higher price then averaging down is the right strategy
@s0.0s9 ай бұрын
You would have been better off.
@ahhsugoi9 ай бұрын
I think this shows that investing is alot more than numbers. Fastgraphs is a great tool for the numbers portion.
@FASTgraphs9 ай бұрын
FAST Graphs are a research tool to think with. We've always promoted it as the 1st step prior to a more comprehensive research and due diligence process. As Warren Buffett said and I paraphrase "investing without research is like playing poker without looking at the cards."
@Cap_management9 ай бұрын
Short term yes. Its about emotions. Long term its only about numbers. As we can see with SPG and SKT.
@nancysickles44195 ай бұрын
I also own MPW and when it dropped last year, I double down and bought more. Believing it will come back.🙏
@Nemo-yn1sp9 ай бұрын
Thanks, Chuck. Really appreciate this update as I didn't expect it and your perspective is extremely valuable to me. I am holding MPW long, my position is significantly larger than I first intended, but I haven't been able to ignore the drops and have been dca since 2021. I've been selling covered calls all along, to fund some of the additions. I hope the dividend doesn't get cut again, at least not more than a penny or two.
@Blessing927NJ9 ай бұрын
Thank you very much for the updated video on MPW! Just what I needed. Thank you as always!!🎉🎉🎉❤❤❤❤
@Mannykeri9 ай бұрын
Thank you for the Update on MPW !
@jovokrneta14128 ай бұрын
An update video on MPW would be great
@Paulie448 ай бұрын
Agreed, MPW update video greatly appreciated 👍
@aaront13819 ай бұрын
Thank you. Thank you. Thank you for this video. Am a long term holder of MPW. I very much value your insights and will be staying the course and dripping along the way.
@Palmer_Life9 ай бұрын
Thank you for your commentary Chuck. I'm long MPW in a big way and way underwater at the moment. Holding for the long term.
@Metal_Stacking5 ай бұрын
Doing better now?
@Palmer_Life5 ай бұрын
Yes. Much better but still have a ways to go.
@MadMartigan-d7m9 ай бұрын
Just what I was looking for. Thanks!
@jonathantaylor4269 ай бұрын
Thank you for posting, Mr valuation. I am long MPW.
@svenhonkomp7499 ай бұрын
I add also Monthly MPW Shares to my Depot. I buyed SKT in the Corona Crash at the perfect Bottom at 4$ and sold it by 16$. Time is KING
@sfm99 ай бұрын
I also sit on more as -70 percent MPW in my portfolio. But the approach can not be to add more the of same loser again. The better approach would be to diversify or at least diversify in the same asset class. Since MPW went down I added VICI and MAA. Thanks by the way for the last video which includes MAA
@joeblstrn9 ай бұрын
Nice work Chuck!
@Paulie448 ай бұрын
Seems like the tide is turning for MPW which is great news! Another MPW video please Chuck 😃👍
@leevillafane9 ай бұрын
Mr. Valuation, thanks for showing what true deep value investing is all about. However, although I'm not a multimillionaire, two things have saved my portfolio over time is selling dividend cutters, absorbing the loss, learning about tax loss harvesting, and investing in quality frequently. Just an average guy here who works hard for his money, speculation is not very appealing to me.
@claudiox21839 ай бұрын
I have just added few shares to my MPW position. Thanks chucks.
@jolivera67019 ай бұрын
Some other companies going through weakness that I own are Scott’s Miracle Grow, VF Corporation, Walgreens and Stanley Black and Decker. Still own all of them but they had a tough 2022/2023 but I’m not taking a loss when I have full confidence they will recover with time… there are obviously scenarios where the stock won’t recover, but I don’t find that to be the case with the names I mentioned. Time will tell… great video Chuck!
@atmavictu29959 ай бұрын
that's some real bad choices you made there...why didn't you buy NVDIA or AMD.....you people are only buying Value Traps some old fools tell you are undervalued...in fact you own some of the worst stocks out there.
@lucasrode83329 ай бұрын
Great perspective Chuck , thank you
@jamessketcher6 ай бұрын
I have a question for you, Chuck, or even a video idea.. I own mpw @5.12 and think the price of this company will turn around in the coming years, and I'm happy with my average price. What does 1 do if the stock price goes up to $18 with a dividend of $0.90 per annum You can't sell surely with a yeld like that, plus what do you do with the dividend?? Buy stock or buy other stocks 🤔 I've never been in this potential position. So, I would like to hear your thoughts on this type of problem ppl could potentially face in this stock and others out there. Thanks
@davidherman10419 ай бұрын
I am a firm believer in you and FG. However, i am not sure the people running MPW are being entirely forthcoming with the data they are providing. Arent u ultimately dependent upon that?
@FASTgraphs9 ай бұрын
If you believe that to be true, then you should not invest. I am a firm believer that investors should invest according to their own goals, objectives, risk tolerances, and beliefs. With that said, you should have confidence in any company you invest in, if you don't then you should not invest with them. Regards, Chuck
@davebean28869 ай бұрын
Thank you for the update on MPW and discussion. I wonder what it means for me to be diversified. In the past, that meant not have too high a concentration in a specific industry and no more than 5% of my investments in one stock and not what I consider a risky stock. MPW was never more than 1% for me. When dropping, I do wonder if the % should be total money put in or value now. A while back I added more MPW, first figuring out what I was willing to risk and then buying half the willing to risk amount at 4.20. Kicked myself for not buying more when went back over 5 and was glad I limited to 1/2 amount to risk when lately drop to below 3.50. I think you are right on with the question to be asking - is the company a going concern and how much do we trust the management information and management skill. A different video may be helpful on what to do when stock goes up. I've tried selling part, but for me, doesn't seem to fit my temperament - if the stock continues to go up, question why I sold some and if goes down, question why when I lack confidence, I didn't sell all. A recent example is CRWD - Crowdstrike - near the end of 2023 I had doubled my money in 10 months and had some extra other short-term losses I could offset so sold. The PE ratio was above 90 which made me nervous. So I sold. As frequently happens, continuing to quickly go up. Would I buy again at the original sale price - no. Would I buy again at higher current price - no. So wonder why I question my nerve for selling. Hmmmm.
@davebean28869 ай бұрын
Also noticed today that 4 officers of MPW may have sold what seems like quite a few share. So holding on to the other have of my additional risk capital for a little while. Can any one else put perspective on on the stock sales. Sometimes what seems like a lot to me, really is not that much for them.
@scottwilly869 ай бұрын
@@davebean2886 where did you see that? I'm searching and can't find any info
@asag12259 ай бұрын
@davebean2886 read the footnotes on the disclosures. It stated those did not constitute employee sales and were sold off to cover the taxes. The employees probably selected the option a while ago to have taxes taken out automatically.
@davebean28869 ай бұрын
@@asag1225 Thanks for the info.
@TerryCollinsP31Lifestyle9 ай бұрын
WOW!!!! Thanks for this video
@tyjameson74049 ай бұрын
Damn!! Mr. Valuation’s conviction has not changed on MPW 👍🙌🏾💪🏾🇺🇸👊🏽👏🏿🔥❤️🙏
@KKurtSSchultz9 ай бұрын
Thank you for this informative update on a much maligned REIT that is going through a rough patch.
@yaykruser9 ай бұрын
What do you think about the possibility of them buying back their 2030/31 bonds at 60 cents for the dollar and therefore refinancing the 25/26 debt? Shouldnt that be a good way out of the debt drama?
@LivingOutdoors-VenisonEarth9 ай бұрын
Compelling debate and great argument.
@szlaszlozoltan9 ай бұрын
I'm concerned about the insiders not buying any shares. Why don't they buy shares if it was a bargain?
@andreaveres62859 ай бұрын
They are in a blackout period before reporting earnings and are not allowed to purchase the stock.
@brunogoncalves49489 ай бұрын
they might not be able to. maybe they have a trading window and can only buy in that time
@szlaszlozoltan9 ай бұрын
@@andreaveres6285Thanks, but the last insider buy was 2 years ago or so wasn't it?
@szlaszlozoltan9 ай бұрын
@@brunogoncalves4948Or they're paid (partially?) with shares, or...?
@tomfitz15469 ай бұрын
They did just exercise stock options totaling 600k shares
@MikeVictory9 ай бұрын
I definitely agree with you Chuck....My average is low, but it will be a little lower soon. I'm holding this for a few years unless something happens.
@michaelweder92959 ай бұрын
I love your software also… greetings from Flensburg Germany Michael Weder
@aidasmatulaitis71179 ай бұрын
Thanks for the update :)
@jumpskirt9 ай бұрын
Thank you for another wonderful, informative video. I bit on MPT a year ago, or so, and held but was tempted to cut my loss. Now, I will re-evaluate, and may take another position.
@TheBIGLOUBRUNO9 ай бұрын
Thanks Chuck, Great info.
@mikekonrad13389 ай бұрын
Thanks Chuck, I will take a shot on MPW. Can't ignore the 18.4% yield on July $4 calls either so i am selling some covered calls on this as well.
@Martin_Kitahara9 ай бұрын
I'm with you Chuck. Been adding and being optimistic. Thanks for the double content today!
@michaelweder92959 ай бұрын
Thank you very much chuck!
@FoamandStuff9 ай бұрын
My prediction is they will cut the dividend again to save cash also their two large tenants who can’t pay rent at least one will go bankrupt. The only reason they haven’t so far is because MPW is giving them loans but they missed repayments that’s why the stock is down another 30%. I predict MPW will go much lower. I first got interested in this stock after Chuck’s first MPW video and I got out after it hit my trailing stop loss order. I’m glad I did because it’s gone down so much since then and I’ve been doing the opposite and shorting MPW by buying long puts when it was trading for a while in high $5 to $6 range. I’ve closed my original put trades will big profits but I will keep buying puts. I do see the stock going back to at least $4/share until they cut the dividend again then price will go down to the $2/share range. I don’t see the stock ever recovering to the expectation that Chuck has. He’s too optimistic and the opportunity cost on top of the unrealized losses is massive, this is what happens when you chase high yield and fall for value traps. I would avoid or just sell and do tax loss harvesting and move on. Don’t add to this losing position.
@FASTgraphs9 ай бұрын
Time will tell
@mikeh.8539 ай бұрын
@@Gabe.G_Live People with unnecessary multiple comments instead of one should not be allowed to comment. lol :) You know there's an edit button.
@DepthWish8 ай бұрын
Super helpful as many of us grow our education and experience. Please keep these updates coming as you see fit. Perhaps you could do one after earnings which is on 2/22 before market open. Thank you!
@adrim13679 ай бұрын
B rating from S&P, the market appears to reflect concerns about the company's creditworthiness. High probability of failure ? It would had been useful to address MPW's debt situation, structure and maturity, as this likely plays a role in shaping the current stock price.
@laciepyu2559 ай бұрын
"High probability of failure ?" No, a rating of "B" implies a default probability of 12.41% according to S&P, and MPW is rated B+
@FASTgraphs9 ай бұрын
I don't see failure I just see a need to solve a significant value. Debt financing is what REITs do when they invest in real estate
@PeriMCS9 ай бұрын
How big is your position percentage wise?
@HaraldDeppeler9 ай бұрын
Thanks for this update!
@Dan-wg5gq9 ай бұрын
Thank you . I have been nibbling away on mpw asit goes down . nothing serious but your input helps with the confidance to hold and perhaps continue averaging down. And hopfully get paid just to wait!👍
@centrino5389 ай бұрын
Thanks Chuck for this part B! What's your fair price for MPW? Around 7$?
@FASTgraphs9 ай бұрын
I pointed to fair value in the video
@johnstewart52219 ай бұрын
great video! would love to hear your thoughts on 3M. still seems to be a lot of pressure on them
@leebailey2299 ай бұрын
Thanks Chuck 👍👍
@michaelfolino23129 ай бұрын
My son is a HS sophomore. His college fund is slightly underfunded right now. I view MPW as a broken stock not a broken company. This price collapse is the opportunity I need to get his college fund to the level it needs to be in 2.5 years when he enters college. Hell, if it quadruple's in the next 6 years like Chuck mentioned as a possibility, the account can go from underfunded to overfunded. Long MPW
@richj0119 ай бұрын
Be careful
@michaelfolino23129 ай бұрын
Oh I will. Not saying I'm throwing all the college fund into mpw but I am going from current 3% to 7/8% of the portfolio. I think the possible reward is worth the risk.
@pod-wal9 ай бұрын
Great video!
@robevans21149 ай бұрын
Good timing and great advice
@alext17239 ай бұрын
A lot of company's stock price have fallen the past year, for multiple reasons, so a video idea for the future would be to review those and show/explain the reasons for such drop and where the future lies: AAP, HAS, WHR, EL, VFC, FWRD, ENPH, YUMC, JD, FMC, etc.
@twilightbin9 ай бұрын
Thanks Chuck! You can also get 12% yielding bonds with a call date of 2031
@willydear49069 ай бұрын
Thanks for the video. I've been contemplating what to do with MPW. I have 500 shares at a 5.00 cost basis. Explaining the recent loss to the wife wasn't fun but it's just an unrealized loss.
@alext17239 ай бұрын
Just use the next dividend to offer her something nice. That will smooth things out :)
@yaykruser9 ай бұрын
500shares at 10$ average buy in here :/
@Mondknall9 ай бұрын
It will be a realized loss at some point. The market is not always right, but sometimes it is. You guys are at a point where you are praying for another outcome and as an investor should never be in that position.
@Cap_management9 ай бұрын
Did you ever see Chuck praying in his video? Since when is focusing on fundamentals praying?@@Mondknall
@Mondknall9 ай бұрын
@@Cap_management For Chuck I don't worry, he knows what he is doing. Is just doubt many of his followers do. And the fundamentals are already deteriorating, as is the stock. And no change of that in sight.
@tqaztec83869 ай бұрын
The price may have changed since your first MPW video but your teaching has not.
@gordo35828 ай бұрын
Seems to ignore the fact that the company is insolvent. Too much debt, the costs of servicing the interest payments are unsustainably high relative to its income. Its debt load is currently in excess of $10 billion, or 122% of its equity. In 2026, it'll need to repay close to $3 billion in debt; it has only $340 million in cash on hand now, and its trailing-12-month net losses are $33 million. 😢 Good luck.
@Axios-Lux9 ай бұрын
I dont think comparing Tanger and SPG to MPW makes sense. They are powerful businesses, with great leadership that got hit by a pandemic. MPW is where it is because of leadership, not in spite of it.
@Metal_Stacking9 ай бұрын
Mpw was directly hit by the pandemic. And is being hit by the ongoing effects of the pandemics deficit spending.
@silentwilly29839 ай бұрын
I don't disagree with your thesis, but I think refinancing is also a significant risk going forward. If the costs of capital rises significantly on refinancing it's debt that will result in another squeeze on the ffo.
@FASTgraphs9 ай бұрын
No one denies the speculative nature of investing in MPW
@mickeysummers2389 ай бұрын
Could you do a video on how mortgage backed reits work and how to value them
@mrbigcat99 ай бұрын
Should we be concern with a reverse stock split?
@RabianskiT9 ай бұрын
I don’t think so. Unless more devastating news hits and the stock falls below $2…
@kjay18569 ай бұрын
I have to ask a concerning question once again. Could MPW go to 0? It’s hard hanging in there. Sorry to bother you!🤔
@optionfinder36639 ай бұрын
The debt prioblem is really bad with MPW debt. Bankruptcy risk is real.
@rolf52829 ай бұрын
I stay tuned, all the best for you from europe
@arthurrogers73069 ай бұрын
What about SOFI. My software says it’s Triple B Rated
@DarkLord666-f1w9 ай бұрын
Will try to reach 10 000 shares this year.
@mikeh.8539 ай бұрын
I have 7000 with WAY too high average :( Started by selling cash covered Puts at $21 strike thinking I was getting a great deal...lol. Shares assigned and been averaging down ever since. Never thought it would get this ugly. The problem I'm discovering is IF fundamentals go sour, that's obviously a LAGGING indicator, so by the time the fundamentals are assessed to be deteriorating beyond repair, you've already lost 70-80% or more! Seems to me you have to be an expert at reading between the lines.
@DarkLord666-f1w9 ай бұрын
@@mikeh.853 just wait it will recover
@oukastoukast9 ай бұрын
To folks without money to average down. You can turn on drip, and dividends are reinvested by buying shares with no fees.
@realiteitspaard9 ай бұрын
What about their debt convenants? THAT is the biggest problem where nobody seems to have a deep understanding about…
@theeporithirumugam96299 ай бұрын
Hello Chuck. Kindly do a video on showing us the BASIC vs PREMIUM version of FASTgraphs. Many Thanks!
I would wait for some good news and growing analyst forecasts before adding more to the position. No point in buying more if the fundamentals don't have a more positive outlook, because why would the stock price grow?
@FASTgraphs9 ай бұрын
Here is a video that talked about good news for real estate and MPW specifically for this coming year perhaps starting in May: kzbin.info/www/bejne/jWPEnZSkpbh0os0
@yaselcabellocisnero29709 ай бұрын
$500 shares of $MPW. Now with your video I will be buying more
@nathaniverson9 ай бұрын
Hi Chuck and Colton, have you ever considered doing more collaboration videos? The cyclical investor's club channel uses FastGraphs extensively in his videos. Maybe doing a collaboration with him would be a good fit since it highlights/promotes ways to use FastGraphs?
@LuiseSchmidt-b7u9 ай бұрын
You are so awesome!!!
@manicmondaytuesday8759 ай бұрын
i did roth conversions with my ira holding. i will buy some back. small amount but a good possibility here.
@normansteinmetz6439 ай бұрын
I usually agree with you Chuck but MPW is gave me a bad feeling couple of times. I will maybe add a small position (max 0.5% of the entire portfolio) just to not miss it out but I was about to invest at $9 and at $6 and both times the management scared me away. This Steward problem and the strange investments / financial support by MPW is something I just don't get!
@HughButler-lb6zs9 ай бұрын
I.read both books Peter Lynch wrote, and his success was attributed to him going out and looking at the business. I recently visited a medical clinic and hospital in Little Rock , Ark and found both businesses had full parking lots. So the business has demand for its services, so other things were the problem. It seems getting paid for those services was the main culprit, which is a fixable problem. The question remains if that problem will be solved, but it can be. Our demographics is aging, so demand for clinic and hospital services will only increase going forward. They just need to solve the payment problems. I am a buyer of MPW but am watching them cloesly.
@reitsforlife9 ай бұрын
Not bad Chuck, I will continue to hold and stick with my original plan. I knew this reit would be a volatile but actually witnessing and seeing the losses is another story. I have over 17,000 shares with an average cost of $4.40. Do you have any insight on if Steward could potentially get some government help? Do you think MPW could get government help if they really get into more trouble?
@zooltpool82049 ай бұрын
That's exactly what I want to know 👍👍
@FASTgraphs9 ай бұрын
That would be pure speculation. I am basing my position on the facts as they currently exist. The speculation that is on the table is what is the purpose of the lawyers and advisers they have hired in an attempt to collect the past due rent?
@tater65739 ай бұрын
I tried signing up for fast graft, but the site won't take my VISA debit card.
@TerryCollinsP31Lifestyle9 ай бұрын
Hi 👋 Thanks for this video
@TerryCollinsP31Lifestyle9 ай бұрын
50 years. I’m working on starting my KZbin channel. Can I interview you? 50 years. That’s excellent
@glennshoemake42009 ай бұрын
The most important thing that no one has yet said is that the shorts have to buyback all of their shares while I already own mine.
@Alex-Music6399 ай бұрын
Why? They might just short the stock straight to annihilation?!
@glennshoemake42009 ай бұрын
@@Alex-Music639 Unless there is fraud involved (like Enron) which is highly doubtful since the accounting rules are more strict, they may keep shorting up until quarterly results, but any hint of good news will be a disaster as they would be forced to cover their shorted shares.
@HannaCandy9 ай бұрын
Great video. I bought a lot of SKT (all the way from $8/9 to $3) in 2020. It looks fantastic now. Same story with SPG but to a lesser degree. So happy to have had the courage to take that risk in 2020. MPW I added at $2.98 yesterday. Started at $11 and kept adding to the position. At this point I feel tempted to add more MPW below $3… but here is the issue. Hearing to Aldag Jr on the last 8 or 9 quarterly calls, and I have heard the quarterly calls several times, MPW management and specially Aldag has totally lost credibility. Other than that the story is great. If Aldag goes, I buy more.
@day863of3dayspecialoperation9 ай бұрын
"you could tripple your money" "it is all priced in" "attractive right now" how often did we hear this now? A company which is reliable and doing fine does not need to cut their dividend. And also why are no insiders buying the company?
@FASTgraphs9 ай бұрын
No one alleges the company does not have problems, that is most often of value is created.
@jamessketcher9 ай бұрын
Have you added then Chuck ? I have, ive been averaging down im on at 5
@FASTgraphs9 ай бұрын
Waiting till the next earnings report, no reason to be in a hurry. It's always better to act on factual information.
@steveshea35449 ай бұрын
You have a lifetime call on this stock for $3.56. Not bad.
@ntheq39829 ай бұрын
Thanks
@robertoalvarez36929 ай бұрын
Thank you my Master!
@Michael-we9vp9 ай бұрын
Chuck really dropped the ball on MPW. He ignored all of the lies and misleading statements from MPW management and its " round triping " with Steward Healthcare. Rockstar REIT analyst Rob Simone has said MPW shares are " worthless "
@mjs28s9 ай бұрын
he dropped the ball by ignoring the lies? Seems like ignoring lies is the thing that you want to to in life.
@Michael-we9vp9 ай бұрын
What are you talking about? CEO Ed Aldag is on the record saying " Steward Healthcare is improving and will be able to pay us rent " And " Prospect Healthcare is improving " Those are certified statements and certifiable lies.
@PeriMCS9 ай бұрын
The right side of chart on fast graphs depends on what analysts say. And they more or less repeat what management says. And we see it is not truth. So this analysis based on what is on chart is useless.
@laciepyu2559 ай бұрын
@@Michael-we9vp Did he name a timeframe for it?
@Michael-we9vp9 ай бұрын
@laciepyu255 NO, he didn't. However, he did say that it would likely take awhile.
@CharlesVaughn-bm9gq9 ай бұрын
Stewart hospitals are struggling. If Stewart is 70% of their tenant, that is reason for concern.
@stevenoverton63299 ай бұрын
Steward is 23 percent of mpw revenue. 15:47
@puppypuppy14489 ай бұрын
It’s Steward. Not “Stewart.”
@nancysid9 ай бұрын
can't tell you how many times i've said that in my lifetime. my last name is steward.
@sharpmz9 ай бұрын
Okay, that might all be true from a value and data perspective but the management did not acknowledge the growing worries in the market and should have been acting more forcefully. Just my layman's understanding: I think they wanted to please everyone (tenants, shareholders, employees) by providing an outlook that was just too positive and didn't explicitly mention a worst case scenario and what they would do then. Hope they will just cut the dividend totally, as a shareholder I think that is the best way to spend our money. Pay off debt with high interest first.
@Cap_management9 ай бұрын
Did you listen to their earnings calls or you just talk nonsence?
@sharpmz9 ай бұрын
@@Cap_management yes I did listened to all earnings calls since two years. Follow them pretty closely and also have a significant sum invested. Please specify what is wrong in my statement.
@scottwilly869 ай бұрын
as a REIT are they even legally allowed to cut the dividend out?
@sharpmz9 ай бұрын
@@scottwilly86 from what I've understood paying off debt is an expense and the 90% rule applies for income after expenses.
@mikejmarvin9 ай бұрын
I'm selling 1 and 2 dollar puts on mpw
@paulgiulekas71279 ай бұрын
WHEN ITS 1 DOLLAR WILL YOU SAY THE SAME THING?
@FASTgraphs9 ай бұрын
If the fundamentals do not change my opinion will change I could care less about price, price lies. Like Buffett said if the market were always efficient I would be a bum in the street with a tin can begging for coins.
@Alex-Music6399 ай бұрын
if Steward fails again, MPW still profitable. Where is the worst case then? I mean what should bring the stock down to $1?!
@Alex-Music6399 ай бұрын
@@Ryan_Downs_jr the question was what the catalyst would be... it already fell so much based on Steward news, but they only make up 25% of total revenue