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

[@antalzinger1751]

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]

No worries of bankruptcy?

[@antalzinger1751]

@@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]

If you put 6 month salary on it. Annual dividend roughly equals 65% of monthly salary. Not bad.

[@antalzinger1751]

@@yingjiedu3735 Thanks I bought it again yesterday for 9.70 for 2 months' salary . :o)

[@yingjiedu3735]

@@antalzinger1751 wow, you will get almost extra full month salary everyyear.

[@2023Red]

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]

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.

[@nnarum]

As long as the dividend keeps rolling in I am happy to hold. Great video Chuck!

[@D_BigShow]

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]

now is $7,64 :(

[@MrChando1975]

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

[@symalank1040]

Great analysis Chuck. Greatful for your service 🙏

[@michaelrogers8584]

Enjoyed the video and analysis Chuck. Doubled down today for my retirement. Agree with your analysis and appreciate this!

[@wensunkeh2030]

Thank you very much, Chuck. I had a couple hundred shares of the stock. Today i added a few more. Thanks again

[@JustAnotherPersonHere]

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]

Where you at now?

[@JustAnotherPersonHere]

@@VoltLover00 I believe it went up a little from there an I sold all around $12. Needless to say, I'm happy I did!

[@chuckdiezel7652]

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!

[@stephenchapel2058]

I believe in three wise men; Warren, Peter & Chuck.

[@xaldath4265]

4 wise men for me. There are two Chucks.

[@ynsam]

@stephen who is Peter?

[@stephenchapel2058]

@@ynsam Peter Lynch

[@SergiMedina]

Also Sven Carlin.

[@rjw6487]

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!

[@AngelodeOliveiraMix]

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.

[@seanshover5072]

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]

that sounds both prudent and rational. Regards, Chuck

[@monikadidluch767]

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]

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!

[@theyuha]

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

[@TheDeltaBombers]

Thank you very much for the analysis. Love the fast graph system! Going to sign up for a trial

[@Crappie_Hunter_Seeker]

I am glad you followed up on this stock. Thank you.

[@sashinger5230]

Thanks for the follow up, Chuck! I‘m long in MPW and I even might add some more shares these days. ✌️

[@SergiMedina]

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.

[@theodoroseidler7072]

Excellent video. Thanks for your hard work !

[@hernstv]

Great content for MPW. Just subscribed.

[@guyredares]

where would your stop be if you bought it today? can you do one on PFE?

[@svenhonkomp749]

Thank you Chuck, I will buy a small amount of it the next days about 150 Shares.

[@davidd6660]

Always good to learn more. Thanks for the analysis.

[@Felcity]

an honestly and grateful thank you from Germany - for this masterpiece of free research content

[@adventuresonvancouverislan3875]

MPW now trading at $7.47 a share. A much better opportunity to buy now.

[@BowlingBall]

Now 3.3 😅

[@gerrymuller4681]

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….😮

[@dutchcourage433]

Thank you so much for this update. Much appreciated. I was a bit in the dark after the CommonSpirit Utah deal.

[@adicurrant]

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 😁

[@denismemmesheimer9090]

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]

while, I mumbled thank you. Regards, Chuck

[@parulp6385]

Outstanding analysis? This is a zero and you will lose your …..

[@FASTgraphs]

@@parulp6385 time will tell

[@parulp6385]

@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]

@@parulp6385 shortie, you should be worried slowly 😉

[@AlexSkabry]

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]

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

[@CP-qg4ks]

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]

I believe the at least some short sellers more than the youtubers

[@CP-qg4ks]

@@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

[@aaront1381]

Thank you for covering this one with such detail! 👏👏👏

[@Alex-v75]

Thanks for this video Chuck, great analysis as usual and really appreciate the additional value coming from the research reports.

[@davebean2886]

Yes - thanks for the update

[@pennguino9137]

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]

Well, since your post two weeks ago the price is down to almost $7. I imagine you are thrilled with all these buying opportunities!

[@larryevans2806]

Thanks Chuck! Well done! Great info at the links too!

[@crossmowing1722]

You always explain things well. I always invest no matter what market does because that is how you build wealth. Thank you.

[@Blessing927NJ]

Thank you very much for this video. It was very much needed!!

[@WCFactBreak]

Completely agree with you and the research you did is just great. Great job

[@Julie-ys2tk]

Incredibly helpful…as always. Thank you!!

[@dieterfrommunich758]

thank you , great article, Chuck = AAA Rating from me

[@Dan-wg5gq]

Thank you for sharing your knowledge and opinions they have great value to us..the investors. 👍

[@bryansnow7094]

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?

[@TravelingNomad100]

Picked more up last week very undervalued.

[@mikeviater1970]

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.

[@tyjameson7404]

Epic 👍🏼🙌🏼❤️thanks Chuck! Amazing breakdown and update!! It’s time to load up on MPW 👍🏼

[@tulsatom4307]

Thank you for the MPW - Update. [ ] Do you have plans to cover other recent happenings with MMM, VFC, and INTC ?

[@davidmjohn3194]

Thank you

[@niallbuckley1]

Thank you very much

[@paulserenity7016]

Great analysis! Thank you :)

[@dmitryc760]

Thank you Sir! Held and adding MPW exactly as income compounder. Would greatly appreciate your view on STAG and INTC future.

[@rssharma9]

Excellent video and presentation. Thank you, Chuck 🙏

[@MichaelBeirneVettedCapital]

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]

definitely need a revisit when down to 7.50s. please deeper dive in dividend and refinance risk- thx chuck!

[@Mars23000]

Dear Chuck Thank you did That

[@jirkad4094]

Hi, Chuck ! Great Job 👏👏 Thanks ❤ Greetings from Prague 🍻

[@bobb7918]

Chuck what did Nathan's dividend model have Intel before their dividend cut? That would be very helpful.

[@rafaelg.9962]

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]

Thank you for the research btw 🙌🏼

[@nervous1992]

Me also at 16 dollars :D

[@MrBiiila]

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.

[@dominikfrohlich6253]

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.

[@CaterinaFoley]

Thank you for your analysis Chuck. This has been very educational.

[@littlebearmedia]

Interested in how you feel about OHI

[@thereviewmaker3222]

How does this compare to ABR or NLY from risk perspective? I know they are in a slightly different sector but have comparable yields.

[@Hybnosis]

Thanks Chuck!

[@rralphymiller3115]

Thanx Chuck for the risk and value assessment. I’m long MPW.

[@chrischivr6]

Very good explanation👍 Greetings from Germany

[@omarbelmonte1124]

Thanks for this update Chuck. I also like MPW for take gains with options.

[@tomistenvall978]

I’ve been nibbling mpw every time it dips below or close 10.

[@dougackerman4182]

Chuck enjoyed the video

[@Dan-wg5gq]

I decided this is worth the risk reward and purchased a small amount today.!!

[@tonytate2197]

Truck backed up. Currently holding over 8000 shares and selling covered calls to buy more lol

[@janoz06]

Excellent video thanks

[@ntheq3982]

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]

It was discussed extensively in the articles. Regards, Chuck

[@niratlasvegas]

Thank you, Chuck!!! Always appreciate the content.

[@mustang5supper337]

could it be another INTC situation?

[@andrewdavis77]

Love your channel. Keep up the great work! Have you done a video on UPS?

[@DavidSmith-lp5tz]

I picked up 100 shares the day before E announcement and 200 shares after.

[@Martin_Kitahara]

100 and 150 here :)

[@kurdi98k]

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.

[@elronpfandbon3752]

Just started a position ✌🏻

[@2015teodoro]

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 ?

[@StrukovSergei]

Thank you very much, great analysis! 😊

[@cochise2423]

8.5 what do we do now?

[@valeriel1292]

It's never been down to 8.50. You buy and hold. Make sure it's a manageable position.

[@Bob-ke9in]

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.

[@joeschneider4969]

KO with a 6% chance of a dividend cut? I absolutely did not see that coming.

[@FoamandStuff]

Can you do a follow up video for another beaten down REIT, IIPR - Innovative Industrial Properties?

[@NbyD]

How about a fundamental analysis of Credit Suisse?

[@jimmyteo1587]

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.

[@milindkhurd]

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.

[@donaldwebster2866]

Volatility is a rational investor's best friend. It allows us to buy gems like MPW for substantial discount. Ditto OHI.

[@bluecollarbullionballer4269]

I am so happy buy and hold at such a discount. Even sold more puts at 9.00 .

[@IPQ-sj2zs]

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!

[@paulsommerhalder9049]

Chuck, I look around at all the vacant office properties here in SoCal and am mortified. You see value, I see danger....

[@SlippinJimmy420]

"Medical Properties" Trust

[@FASTgraphs]

office properties are not hospitals. Regards, Chuck

[@paulsommerhalder9049]

​@@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..😟

[@aritraray3068]

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.

[@Mannykeri]

I hold about 1600 shares at an average cost per share of about 18 USD. My position is full atm.

[@karelprochazka2958]

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.

[@johnriley6565]

Thank you ; this helped alot

[@user-vq4mt4zd4e]

great content thanks

[@HectorVegue]

Nice video chuck!!! How do you see JNJ , CNC, NEE and FIS at recent valuations Thanks in advance!

[@airplayrule]

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]

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]

@@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]

@@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.