UPDATE: Medical Properties Trust: 11.26% Yield - The Risk is Priced In | FAST Graphs

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FASTgraphs

Күн бұрын

Update: Medical Properties Trust (MPW) is very cheap now. It got even cheaper after the earnings call on 24 February when worries around Prospect became full-blown and the share price plummeted by 13.6% in just two days from $12.21 as of close on 23 February 2023 to close at $10.55 on 24 February 2023.
However, "cheap" should not be confounded with "value" as many stocks are cheap for good reasons. If the fundamentals are not present to support a long-term thesis, "cheap" can get cheaper. Remember General Electric (GE)? Was GE cheap in 2008 when it traded at a PE of 10? Without counting the dividends, an investor would have been holding the bag at a -0.8 loss after 15 years. And even with the dividends, it will just be a mere 3% total annualized rate of return at a time when S&P 500 returned 8.47% in the same period.
Medical Properties Trust's dividend at the 2022 rate of $1.16 is safe even if Prospect, its third-largest operator, does not pay a single cent in 2023.
The overexposure to Steward is being addressed with definitive actions, lowering it from 30% to 24% of its total annual revenue.
Medical Properties Trust's balance sheet will be shored up by the end of 1H 2023, bringing its cash and cash equivalent to among the highest level in its entire history in existence.
Medical Properties Trust is so undervalued right now that the downside is limited, while the upside is far greater.
Here is a link to February 22 article and video on MPW:
fastgraphs.com...
Here is a link to the article that goes along with THIS video:
fastgraphs.com...
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#dividends #MPW #investing

Пікірлер: 360
@2023Red
@2023Red Жыл бұрын
Yes. I heard your words. Well done. Thorough. I also did my research and agree MPW is a solid income investment. Last week we bought 5000 shares. And sold covered strangles on the company. We estimate 93% probability for 40% ROI. Overall our dividends total is $3000 a month on my income portion of total portfolio. You did a super job!
@scott1441
@scott1441 Жыл бұрын
Thanks for the follow up. This is an undervalued stock, a tremendous buying opportunity. I am in for the long haul. My diversified portfolio is the reason I will not panic. The last financial review was in-line and do not understand the stampede.
@antalzinger1751
@antalzinger1751 Жыл бұрын
I bought it at 11.50, 11.25, 10.70, 10.10 and I already have 6 months' salary in it. I am very happy, thank you Uncle Chuck for your work and time, greetings from Hungary.
@certifiedfinest5065
@certifiedfinest5065 Жыл бұрын
No worries of bankruptcy?
@antalzinger1751
@antalzinger1751 Жыл бұрын
@@certifiedfinest5065 I'm not afraid of bankruptcy, that's why diversification is important, i also have western unoin stock and cash and government securities.
@yingjiedu3735
@yingjiedu3735 Жыл бұрын
If you put 6 month salary on it. Annual dividend roughly equals 65% of monthly salary. Not bad.
@antalzinger1751
@antalzinger1751 Жыл бұрын
@@yingjiedu3735 Thanks I bought it again yesterday for 9.70 for 2 months' salary . :o)
@yingjiedu3735
@yingjiedu3735 Жыл бұрын
@@antalzinger1751 wow, you will get almost extra full month salary everyyear.
@denismemmesheimer9090
@denismemmesheimer9090 Жыл бұрын
Dear Chuck, I would like to express my gratitude for your outstanding analysis. It doesn't matter if it goes up or down. Your work has been nothing short of exceptional, and you are truly the greatest of all time. Thank you again for your hard work and dedication!
@FASTgraphs
@FASTgraphs Жыл бұрын
while, I mumbled thank you. Regards, Chuck
@parulp6385
@parulp6385 Жыл бұрын
Outstanding analysis? This is a zero and you will lose your …..
@FASTgraphs
@FASTgraphs Жыл бұрын
@@parulp6385 time will tell
@parulp6385
@parulp6385 Жыл бұрын
@Ryan Lalonde Do you know how to read filings ? They have no CFO, how many have left? You think you know more than the CFO? Their filings are a joke as it is and in a tight capital market, it’s over
@Miti1
@Miti1 Жыл бұрын
@@parulp6385 shortie, you should be worried slowly 😉
@theyuha
@theyuha Жыл бұрын
I added it to my watchlist, it is at 8.79, 80 % is owned by insiders. if i see an insider buy I may see that as a good sign. interesting discussion. We may see some volatility because there is a lot of fear in the markets right now. a big bank in California and another bank just went under and the fear pulled MPW 8.25% on Friday the 10 of March 23
@D_BigShow
@D_BigShow Жыл бұрын
I have recently acquired this stock and am gonna be picking up more, I have been researching this one for a while and I have concluded that I want to own this company, not worried at all about the ripples in the water at all. A big thank you for your excellent analysis You have another subscriber. At the time I am writing this comment the price of MPW is $9.98
@eelguneezmemmedov1671
@eelguneezmemmedov1671 Жыл бұрын
now is $7,64 :(
@chuckdiezel7652
@chuckdiezel7652 Жыл бұрын
Bought a small position after earnings, CB around $10.50. There are risks but I see the potential reward outweighs the risks which are mostly priced in. Great video from the best stock investing channel on KZbin!
@JustAnotherPersonHere
@JustAnotherPersonHere Жыл бұрын
I've loved MPW for just over a year now. Granted, I'm down 30% but I'm comfortable holding. I say bring on the price drops so I can pick up more at these discounts both on DRIP and on additional purchases.
@VoltLover00
@VoltLover00 11 ай бұрын
Where you at now?
@JustAnotherPersonHere
@JustAnotherPersonHere 11 ай бұрын
@@VoltLover00 I believe it went up a little from there an I sold all around $12. Needless to say, I'm happy I did!
@nnarum
@nnarum Жыл бұрын
As long as the dividend keeps rolling in I am happy to hold. Great video Chuck!
@AngelodeOliveiraMix
@AngelodeOliveiraMix Жыл бұрын
First time watching your videos, find it pretty interesting, and I want to add some facts about the company I've been following and now I decided to buy. In the last report I saw what I saw before, the company has the problem about ONE tenant which is Prospect Medical Holdings, now this tenant has problems since around 3 years ago, they even had problems to serve their patients, and they did not pay the rents properly lately, that why the stock has been punished, but if you see the rest of the activities they are not bad at all. They have rental contracts of most of tenant for more than 5 years, loans are most of then fixed so rates are not hard affecting them. I see a good opportunity here not saying all is perfect but is not that bad imo, is truth debt is kind of high, but the make enough money to cover it and dividends might get lower in incoming years but not cut at all. So I just bought 25% of my portfolio. If you want to make money sometimes we have to take risks but really well mesure risk like this I think is worth to take it. Like Buffet says if you find something you like and thing is going to perform right, just buy hard. Thanks for the video.
@michaelrogers8584
@michaelrogers8584 Жыл бұрын
Enjoyed the video and analysis Chuck. Doubled down today for my retirement. Agree with your analysis and appreciate this!
@symalank1040
@symalank1040 Жыл бұрын
Great analysis Chuck. Greatful for your service 🙏
@MrChando1975
@MrChando1975 Жыл бұрын
I'm going to add more Chuck. Need around 250 shares of that company. I am well diversified and looking for income. Thank you again, and may our Lord bless you with good health and happiness. Cheers
@adventuresonvancouverislan3875
@adventuresonvancouverislan3875 Жыл бұрын
MPW now trading at $7.47 a share. A much better opportunity to buy now.
@BowlingBall
@BowlingBall 7 ай бұрын
Now 3.3 😅
@SergiMedina
@SergiMedina Жыл бұрын
Thank you very much, Chuck for being so attentive to these opportunities and being so fast and helpful in explaining and showing these things here. I also noticed this one, but your experience and knowledge certainly show. I can't pay for FAST Graphs, but I just love your KZbin content. One of the best investing channels out there, if not the single best. I'm just loading up the truck these last days, now that's in the lows and just too good to ignore. Keep up the wonderful work, good luck and best regards.
@stephenchapel2058
@stephenchapel2058 Жыл бұрын
I believe in three wise men; Warren, Peter & Chuck.
@xaldath4265
@xaldath4265 Жыл бұрын
4 wise men for me. There are two Chucks.
@ynsam
@ynsam Жыл бұрын
@stephen who is Peter?
@stephenchapel2058
@stephenchapel2058 Жыл бұрын
@@ynsam Peter Lynch
@SergiMedina
@SergiMedina Жыл бұрын
Also Sven Carlin.
@tulsatom4307
@tulsatom4307 Жыл бұрын
Thank you for the MPW - Update. [ ] Do you have plans to cover other recent happenings with MMM, VFC, and INTC ?
@TheDeltaBombers
@TheDeltaBombers Жыл бұрын
Thank you very much for the analysis. Love the fast graph system! Going to sign up for a trial
@bryansnow7094
@bryansnow7094 Жыл бұрын
Chuck thx so much. I've ben a buyer of MPW for a year or more... Didn't OHI go through a similar issue back in the early 2000's?
@guyredares
@guyredares Жыл бұрын
where would your stop be if you bought it today? can you do one on PFE?
@gerrymuller4681
@gerrymuller4681 Жыл бұрын
Thanks Chuck for your big content! I loaded up the truck with MPW these days; just the large quantity of bullish articles seems to be suspicious….😮
@sashinger5230
@sashinger5230 Жыл бұрын
Thanks for the follow up, Chuck! I‘m long in MPW and I even might add some more shares these days. ✌️
@seanshover5072
@seanshover5072 Жыл бұрын
Thank you for the updated video and accompanying report. It is clear that you put in a lot of time and effort to produce this valuable analysis in such short order following the earnings report. I appreciate it. I am long MPW with an average cost well above current market price. Would like to buy more at this low price but don’t think it would be prudent to increase MPW’s percentage of my portfolio beyond it’s current level. Thanks again.
@FASTgraphs
@FASTgraphs Жыл бұрын
that sounds both prudent and rational. Regards, Chuck
@AlexSkabry
@AlexSkabry Жыл бұрын
Here's a boost to FGs generally and to MPW. I like to look to find companies that outperform the S&P over what I consider to be a normal holding period - 3 years. One of the great things about FG is that you can set the period to 3, and move the slider over consecutive 3 year periods. Such that you can quickly get a visual between years 2017, 2018, 2019 (for instance) and compare it to the S&P 500. I use a great many tools and I can tell you this is rare. If you buy and hold MPW for three year periods you would have done historically very well, over nearly every single 3 year period.
@FASTgraphs
@FASTgraphs Жыл бұрын
I like this strategy a lot as long as you calibrate for evaluation for both the S&P 500 and the stock in question. Regards, Chuck
@wensunkeh2030
@wensunkeh2030 Жыл бұрын
Thank you very much, Chuck. I had a couple hundred shares of the stock. Today i added a few more. Thanks again
@ntheq3982
@ntheq3982 Жыл бұрын
What isn't discussed here is the maturing debt risk and probably why MPW price continues to crater, now below 2010 price. The debt coming due in 2023-24 (extremely low interest rate) will see at a minimum, a significant increase in the rate but what could be worse is the debt may not be rolled over if issuers believe the underlying assets are worth less now then before. Liquidity problems could cause asset sales below below original acquisition cost, maybe significantly lower in current environment. That would would shrink revenue and result in lower profits. Picture isn't clear even for long term holders.
@FASTgraphs
@FASTgraphs Жыл бұрын
It was discussed extensively in the articles. Regards, Chuck
@monikadidluch767
@monikadidluch767 Жыл бұрын
Thank you Sir, like always your teaching is greatly appreciated. Im long term MPW, and treat it as a bond together with my OHI position.
@rOHRshackartpottery
@rOHRshackartpottery Жыл бұрын
Thank you for this follow up video as I requested several days ago. I keep pumping $$$ into this primarily for income which I require for current expenses. I plan on putting some more money into this stock tomorrow!
@kurdi98k
@kurdi98k Жыл бұрын
Stumbled upon this reit after it crashed (that is, the share price). Bought it at 7.45 for the first time. Very (and I mean Very) comfortable holding it from here on. I am bullish on hospital reits in general because of the age demographics situation but am particularly bullish on this reit.
@dmitryc760
@dmitryc760 Жыл бұрын
Thank you Sir! Held and adding MPW exactly as income compounder. Would greatly appreciate your view on STAG and INTC future.
@rjw6487
@rjw6487 Жыл бұрын
Thanks for mentioning the bug at 9:45. I stumbled over this a few days ago on a different stock and was about to let you know. Great to hear that you have your guys working on this!
@Alex-v75
@Alex-v75 Жыл бұрын
Thanks for this video Chuck, great analysis as usual and really appreciate the additional value coming from the research reports.
@davebean2886
@davebean2886 Жыл бұрын
Yes - thanks for the update
@rafaelg.9962
@rafaelg.9962 Жыл бұрын
I am studying this stock for a fews months and I also have watched your previous videos of it as well as other analysts… I think it is a good investment already when the value was of 12 to 13 dollars…my only doubt is how low it’ll sink to try to buy on its lowest or close before my reserve ends 😅 (I know nobody know the answer😂)
@rafaelg.9962
@rafaelg.9962 Жыл бұрын
Thank you for the research btw 🙌🏼
@nervous1992
@nervous1992 Жыл бұрын
Me also at 16 dollars :D
@MrBiiila
@MrBiiila Жыл бұрын
If you think 10% dividend was ok for you, buy time to time little portions. Worth keeping in the long run anyway. If the position grows too large with the purchases, the most expensive shares must be sold at a profit in the event of a gain.
@2015teodoro
@2015teodoro Жыл бұрын
Thanks Chuck ! Took the funds from my STOR investment and bought the MPW. There's a ETF I'm interested in {JEPI} that kicks out high yield would you consider doing a video on this ETF ?
@svenhonkomp749
@svenhonkomp749 Жыл бұрын
Thank you Chuck, I will buy a small amount of it the next days about 150 Shares.
@crossmowing1722
@crossmowing1722 Жыл бұрын
You always explain things well. I always invest no matter what market does because that is how you build wealth. Thank you.
@pennguino9137
@pennguino9137 Жыл бұрын
Thank you good sir! I did see it dip below $10 and I had it queued up to buy more but failed to pull the trigger. I think it is still a good opportunity to buy now, but I am trying to hold off and learn patience (FOMO). I believe there will be additional buying opportunities later just base on market/economy headwinds. Excellent piece. Thank you very much for the articles. The exercise breaking down of different revenue streams of MPW can be applied to other stock. Thank you for increase my knowledge and skill set on this investing journey.
@eaglepink1678
@eaglepink1678 Жыл бұрын
Well, since your post two weeks ago the price is down to almost $7. I imagine you are thrilled with all these buying opportunities!
@dutchcourage433
@dutchcourage433 Жыл бұрын
Thank you so much for this update. Much appreciated. I was a bit in the dark after the CommonSpirit Utah deal.
@bobb7918
@bobb7918 Жыл бұрын
Chuck what did Nathan's dividend model have Intel before their dividend cut? That would be very helpful.
@jimmyteo1587
@jimmyteo1587 Жыл бұрын
Unfortunately the share price dropped faster, not sure what happened, there must be something we do not know. Anyway, I really donot know what happened, theoretically health care is relatively safe, as long as tenente pay their rental, the risk is minimum.
@adicurrant
@adicurrant Жыл бұрын
bought at 10.5 and will still buy at this price (below 10) ! i'm in it for the long run because i love the company 😁
@thereviewmaker3222
@thereviewmaker3222 Жыл бұрын
How does this compare to ABR or NLY from risk perspective? I know they are in a slightly different sector but have comparable yields.
@Felcity
@Felcity Жыл бұрын
an honestly and grateful thank you from Germany - for this masterpiece of free research content
@milindkhurd
@milindkhurd Жыл бұрын
Sir, MPW has been falling (its down to 9.755), is it a long term buy, can we expected 10%+ dividend to continue with all the news about its tenants. Thank you.
@karelprochazka2958
@karelprochazka2958 Жыл бұрын
In updated FG article there is a debt maturity schedule which is wrong. (i believe provided by MPW itself) For 2023 there is 480M total, yet in 10-K it ammounts to 1,2B , even if we consider only unsecured notes its 480M vs 722M.
@tomistenvall978
@tomistenvall978 Жыл бұрын
I’ve been nibbling mpw every time it dips below or close 10.
@theodoroseidler7072
@theodoroseidler7072 Жыл бұрын
Excellent video. Thanks for your hard work !
@CP-qg4ks
@CP-qg4ks Жыл бұрын
Thank you for the update and the great information. There’s a lot of misinformation about MPW from short sellers. I’m so glad you show us facts!
@beginner828
@beginner828 Жыл бұрын
I believe the at least some short sellers more than the youtubers
@CP-qg4ks
@CP-qg4ks Жыл бұрын
@@beginner828 lmao why? Because they can say whatever they want and they make money from the shares dropping? Yeah nobody would ever lie to make money
@aritraray3068
@aritraray3068 Жыл бұрын
Very comprehensive analysis. I will certainly consider starting a position. Can you also review Omega Healthcare Investors? I think you covered it sometime last year. Looks interesting right now with an yield of around 10 percent.
@tonytate2197
@tonytate2197 Жыл бұрын
Truck backed up. Currently holding over 8000 shares and selling covered calls to buy more lol
@Vicgill
@Vicgill Жыл бұрын
Hi Chuk, I’ve seen some odd things on MVP with the CEO getting a loan with which he purchased a Yacht. Loans to their rentors like steward
@dominikfrohlich6253
@dominikfrohlich6253 Жыл бұрын
Long 500 shares of MPW at cb of 12 so far. Will add more below 10 it’s a great opportunity if you can stomach the risk.
@mikeviater1970
@mikeviater1970 Жыл бұрын
Thanks Chuck... MPW was so cheap I had to buy some yesterday below $10...Like you say, time will tell if it was a good buy. Thanks again for the great information and videos. Please keep the videos and analysis coming.
@aaront1381
@aaront1381 Жыл бұрын
Thank you for covering this one with such detail! 👏👏👏
@FoamandStuff
@FoamandStuff Жыл бұрын
Can you do a follow up video for another beaten down REIT, IIPR - Innovative Industrial Properties?
@airplayrule
@airplayrule Жыл бұрын
This vid is exactly what I needed, with its details n facts. questions: Sometimes in this vid you mention PE of 12, n I'm thinking P/FFO matters more for a REIT, n on screen it does show P/FFO. Is PE used interchangeably with P/FFO, or was that you making a mistake? Have you heard of how some accounting methods have this REIT at 30% higher income than it should? I think that was FWD revenue or earnings, I forget. There's an article on probably Seeking Alpha that explains this. Before, and especially after doing that, please answer: What % of your portfolio would you dedicate for this REIT? When would you buy...now, wait for a drop, or what? Please reply here with answers and or do a vid n mention it to me here. THANKS
@SergiMedina
@SergiMedina Жыл бұрын
There's plenty of margin of safety I think even if that accounting methods were true at the end. That's up to you which amount to invest in MPW, depending on your goals, risk tolerance, personality, needs... But just don't invest as a general rule more than you can afford to lose in anything. I buy when I think it's quite undervalued once per month or so, or just every day it falls quite a lot, like for MPW more than 5 % for example in a single day. Hope it helps.
@airplayrule
@airplayrule Жыл бұрын
@@SergiMedina Yea. There's a concerning finding done by Viceroy Research on MPW that you're goona wanna see. Please reply with your reaction to it
@SergiMedina
@SergiMedina Жыл бұрын
@@airplayrule I did, and: 1. Everybody is innocent until proven guilty, and meanwhile they sue MPT-if they do it-and the jugdement comes, it could take several months. Meanwhile, you have amazing returns in dividend and price appreciation. 2. All Viceroy shows isn't very good evidence, more like accusations and assumptions with little to no conclusive proof. 3. The guys at Viceroy talk like spoiled brats or even bullies. Just look at their Twitter. Not very reliable or serious. 4. Viceroy is short MPW. They have personal interests in that. 5. Even if what they say would be true, or at least part of it, MPW stock is priced now for bankcruptcy, which I highly really doubt it would happen, and also there's plenty of margin of safety as in tangible book value as well to end up receiving something. Best regards.
@EdAtoZ
@EdAtoZ Жыл бұрын
Fastgraphs, I do like this video and I did buy more $MPW today. Question how would Fastgraphs handle a utility stock like $AEP ?
@MichaelBeirneVettedCapital
@MichaelBeirneVettedCapital Жыл бұрын
woof, down to low 9s now... been pouring pocket change to pick up as many more as I can, can you revisit if there is any there to the fears given the events of the past weeks? thanks Chuck!
@tyjameson7404
@tyjameson7404 Жыл бұрын
Epic 👍🏼🙌🏼❤️thanks Chuck! Amazing breakdown and update!! It’s time to load up on MPW 👍🏼
@MichaelBeirneVettedCapital
@MichaelBeirneVettedCapital Жыл бұрын
thanks- dipped toe in on this five times the last ten days- about to go in with both feet! assuring to have your analysis- i’d buy this for a dollar or 9… based on the facts you cited here! have a great week- please check in again on mpw soon!!!!
@MichaelBeirneVettedCapital
@MichaelBeirneVettedCapital Жыл бұрын
definitely need a revisit when down to 7.50s. please deeper dive in dividend and refinance risk- thx chuck!
@davesauerzopf6980
@davesauerzopf6980 Жыл бұрын
I bought at 10.50 and bought again today. Why such a beating at this point?
@Dan-wg5gq
@Dan-wg5gq Жыл бұрын
Thank you for sharing your knowledge and opinions they have great value to us..the investors. 👍
@IPQ-sj2zs
@IPQ-sj2zs Жыл бұрын
Thanks Chuck. 3 positive videos from you on MPW are an undeniably convincing spin. So, my skin is in the game. But I also strongly believe in the d-word you mentioned. Can you do a video on 2-3 other similarly good opportunities in the current market, particularly, for the growth+divi long-term strategy? Thank in advance and looking forward to international stocks in FGs!
@Crappie_Hunter_Seeker
@Crappie_Hunter_Seeker Жыл бұрын
I am glad you followed up on this stock. Thank you.
@HectorVegue
@HectorVegue Жыл бұрын
Nice video chuck!!! How do you see JNJ , CNC, NEE and FIS at recent valuations Thanks in advance!
@hernstv
@hernstv Жыл бұрын
Great content for MPW. Just subscribed.
@davidd6660
@davidd6660 Жыл бұрын
Always good to learn more. Thanks for the analysis.
@andrewdavis77
@andrewdavis77 Жыл бұрын
Love your channel. Keep up the great work! Have you done a video on UPS?
@littlebearmedia
@littlebearmedia Жыл бұрын
Interested in how you feel about OHI
@rdublu8374
@rdublu8374 Жыл бұрын
Love your enthusiasm, and thoroughness, AKA. I am wondering about "moat". In my feeble mind, hospital services; or the need for hospitals doesnt rise and fall with economic cycles. But, is that true? do people avoid entering hospitals during a recession? If not, or if the cycle is tiny, I would think a hospital REIT is one of the safests income investments around.
@davidzhang2632
@davidzhang2632 Жыл бұрын
I read Chucks linked seeking alpha article regarding the latest concerns plaguing MPW. It mention that the expected worse case scenario where Prospect pays $0 rent for 2023, management still can expect $1.29 of AFFO. My question is since MPW is operating as an REIT, shouldn’t it be obligated to pay 90% of its cash flow to shareholders? If so why is there a worry about a potential dividend cut this year? Full Disclosure: I am long MPW
@SergiMedina
@SergiMedina Жыл бұрын
There are some shady reports of bad practices by the management team. But the same company which accuses them of that are short on the stock (and talk like spoiled brats), so... Much short interest. And no conclusive proof and I like everything about MPT even if Prospect isn't paying a few months, so I just keep averaging down.
@Bob-ke9in
@Bob-ke9in Жыл бұрын
I like this video. Your analysis is somewhat more quantitative than mine but the recommendation is the same. Lots of upside potential and not a lot of downside potential. Great opportunity for capital gains and though I don't think they can sustain the dividend at the same level I don't think they will reduce it to the point where the yield is not attractive.
@mustang5supper337
@mustang5supper337 Жыл бұрын
could it be another INTC situation?
@MGMarkov
@MGMarkov Жыл бұрын
Completely agree with you and the research you did is just great. Great job
@Blessing927NJ
@Blessing927NJ Жыл бұрын
Thank you very much for this video. It was very much needed!!
@larryevans2806
@larryevans2806 Жыл бұрын
Thanks Chuck! Well done! Great info at the links too!
@reitsforlife
@reitsforlife Ай бұрын
Hey Chuck, hopefully my comments don't annoy you. I have a significant amount in MPW and believe strongly they are undervalued. I'd love to hear your insights on a few new changes. 1. Dividend is cut to $.08. This is more than maintainable and they will be able to use that extra $.07 on paying down debt or asset plays. what are your thoughts on this temporary dividend change? 2. I originally bought this stock for a value play but also for dividend. I have had to come to terms with this temporarily being a value play only. It is not a fundamental way to view a REIT, but they have gone through so many abnormal scenarios I think the temporary change is justified. Any thoughts are greatly appreciated. I plan to hold half my shares for many years but will sell the other half when shares normalize closer to $8-$10 range. Thanks.
@FASTgraphs
@FASTgraphs Ай бұрын
I think MPW will eventually write the ship but it will take time. It is now a turnaround situation no longer meeting the criteria for which I originally purchased. However, I don't believe in throwing the baby out with the bathwater so I will continue to hold for now
@terrytaillard4588
@terrytaillard4588 Жыл бұрын
Very well done Chuck. I didn't hear you mention the dividend payout ratio, which is about .77. Seems a bit hight to me although I am no expert on REITs. Any thoughts?
@SergiMedina
@SergiMedina Жыл бұрын
REIT’s are forced by law to pay that much of their earnings as dividends. And they have margin to keep paying it in my opinion.
@DavidSmith-lp5tz
@DavidSmith-lp5tz Жыл бұрын
I picked up 100 shares the day before E announcement and 200 shares after.
@Martin_Kitahara
@Martin_Kitahara Жыл бұрын
100 and 150 here :)
@TravelingNomad100
@TravelingNomad100 Жыл бұрын
Picked more up last week very undervalued.
@Julie-ys2tk
@Julie-ys2tk Жыл бұрын
Incredibly helpful…as always. Thank you!!
@jirkad4094
@jirkad4094 Жыл бұрын
Hi, Chuck ! Great Job 👏👏 Thanks ❤ Greetings from Prague 🍻
@AlvinPlexico
@AlvinPlexico Жыл бұрын
Thanks for sharing this video and attached report. MPW was one of the companies I plan to DCA this year. Curious what your thoughts are on all the lawsuits recently announced?
@SergiMedina
@SergiMedina Жыл бұрын
I think they are biased and overblown, but as always keep a relative position and a diversified portfolio as in not too much on a single asset. You can read FAST Graphs own article about this company, or just read about the company itself from their very own reports and conference calls.
@roberttorrance731
@roberttorrance731 Жыл бұрын
It’s now down to the low 7’s price with a near 15% yield. Who’s backin up the truck?
@certifiedfinest5065
@certifiedfinest5065 Жыл бұрын
Backing up away from this maybe
@joeschneider4969
@joeschneider4969 Жыл бұрын
KO with a 6% chance of a dividend cut? I absolutely did not see that coming.
@Yoogie308
@Yoogie308 Жыл бұрын
Hey Chuck, looking forward to the update - have you looked at WRK, Westrock, boring packaging company but seems undervalued and pays a dividend with potential for decent returns according to Fast Graphs
@rssharma9
@rssharma9 Жыл бұрын
Excellent video and presentation. Thank you, Chuck 🙏
@aaronscheile4871
@aaronscheile4871 Жыл бұрын
Total debt: $10B, Total cash: $235M. Refinancing at higher rates in coming years. It’s an opportunity and I have been buying on the way down. But it is Not without (significant) risk….
@Martin_Kitahara
@Martin_Kitahara Жыл бұрын
Congratz you can read motley fool articles. :-)
@antalzinger1751
@antalzinger1751 Жыл бұрын
Company value 19,66 B $ - 10 B $ debt = 9,66 B $ = 598,3 million Stock .
@donaldwebster2866
@donaldwebster2866 Жыл бұрын
Volatility is a rational investor's best friend. It allows us to buy gems like MPW for substantial discount. Ditto OHI.
@janshuster1426
@janshuster1426 Жыл бұрын
I hope you are right. I started buying when they reduced the # of Stewart hospitals and sold $15 Jan calls against them. Sold some March $10 puts yesterday also.
@jaymes7521
@jaymes7521 Жыл бұрын
I am long MPW as well. bought some more today as I wanted to collect the dividend. Going to look into the PUTS.
@davidmjohn3194
@davidmjohn3194 Жыл бұрын
Thank you
@socalrubi
@socalrubi Жыл бұрын
What about the lineup of securities law firms investigating MPW for potential improprieties? (Morningstar Related News:MPW)
@sylvaintremblay3311
@sylvaintremblay3311 Жыл бұрын
Ambulance chasers will always be there whenever stocks value drop.
@socalrubi
@socalrubi Жыл бұрын
@@sylvaintremblay3311 in this case there are reputable firms involved. They could have a material effect on the bottom line if malfeasance is proven.
@sylvaintremblay3311
@sylvaintremblay3311 Жыл бұрын
@@socalrubi Anything related to "violation of securities law" is ambulance chasing. They usually label it as "investigating" because their only trigger is loss of share value.
@socalrubi
@socalrubi Жыл бұрын
@@sylvaintremblay3311 your response is overly simplistic and does not recognize the potential for further losses. This could be a $2 stock if additional problems are revealed.
@socalrubi
@socalrubi Жыл бұрын
Now a 25% drop since this video was released.
@tonysteinke7234
@tonysteinke7234 Жыл бұрын
stock is now at $8.7. Guess it wasn't priced in after all. Its now 3-22-23. Stock closed at 7.40
@FASTgraphs
@FASTgraphs Жыл бұрын
Yes it was
@Gyencha
@Gyencha Жыл бұрын
Yo if that dividend cut model is correct MPW a buy all day
@CaterinaFoley
@CaterinaFoley Жыл бұрын
Thank you for your analysis Chuck. This has been very educational.
@johnc1823
@johnc1823 Жыл бұрын
Thank you for the update Chuck, I'm waiting for a reversal sign on the weekly, also this symbol has a great deal of option activity so you could sell a put to get in and/or sell calls on your shares to generate even more income, looks like a good one.
@dieterfrommunich758
@dieterfrommunich758 Жыл бұрын
thank you , great article, Chuck = AAA Rating from me
@niratlasvegas
@niratlasvegas Жыл бұрын
Thank you, Chuck!!! Always appreciate the content.
@paulsommerhalder9049
@paulsommerhalder9049 Жыл бұрын
Chuck, I look around at all the vacant office properties here in SoCal and am mortified. You see value, I see danger....
@SlippinJimmy420
@SlippinJimmy420 Жыл бұрын
"Medical Properties" Trust
@FASTgraphs
@FASTgraphs Жыл бұрын
office properties are not hospitals. Regards, Chuck
@paulsommerhalder9049
@paulsommerhalder9049 Жыл бұрын
​@@FASTgraphs It's a variation of the same paradigm, after-all medicine is a commercial enterprise. Question: Are your viewers aware that 38% of MPW's portfolio is outside the USA? 20% alone is in Great Britain, last time I checked it was socialized medicine over there. Their healthcare decision makers may have no problem hanging a greedy American REIT out to dry in some fashion. NNN MPW Building is getting old and run-down? Build a new facility across the street and let the old one rot..😟
@NbyD
@NbyD Жыл бұрын
How about a fundamental analysis of Credit Suisse?
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