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Medical Properties Trust, Inc. (MPW)
NYSE - Nasdaq Real Time Price. Currency in USD
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MPW FFO for Q1-2022 was $0.47c per share. With the current dividend at 0.29c per share that is a 61.7% payout ratio which is tops in the industry. The company has now raised their dividend by 4% per year for 10 years. Their Q1 ER explained all the non sense articles from SA regarding Steward properties which they have now sold for massive profits. The company will spend 1-3B this year from cash and property sales. No additional debt is required and going forward this is the best inflation hedged triple-net lease with CPI increase clause in the REIT industry. Do. your homework instead of paying attention to Jabberwonky's multiple personalities ie. Robert, Ron etc. I have been buying on all theses dips and MPW is a bargain at $18 or less.
where is the dividend announcement? I think it is late, making me concerned at a time when the market is so jumpy MPW should be comforting.
Orchid Island Capital, Inc.
This is an interesting perspective on these what I call "Bear Market" rallies. Today we are in an usual set of circumstances where fundamentally sound balance sheets like Amazon, Meta, Microsoft, 3M, CLF, & more can have strong revenue but miss expectations by 5% or less but they'll fall by almost 20%. If they beat expectations they'll barely go above 5% and in many cases they'll fall mysteriously. Today we're in a market full of uncertainty. Things do not make sense in the way equities are behaving. Famed economist Jeremy Spiegel on CNBC said he expects Fed Hikes to cont to rise into 2023 so this won't end anytime soon. Second, Mortgage Rates are above 5% and will cont to rise however there's some good news that Construction of new homes will occur in the next 2 QTRS. The issue today for REITs is Affordability vs. Availability as shared on CNBC. In order to drive affordability there needs to be MORE new homes to cool off demand or if not the scenario will be Hyper inflation of old established Homes as I've seen on these sites. Last, rentals are going higher than the Norm. My understanding is that rent prices are up due to the pandemic as the Govt made it difficult to collect $$$ during the lockdown. This caused many issues for Landlords and Land owners that has driven them to escalate prices above market. So would a person TODAY pay $3,500 in rent for a small 2 BR? I doubt it. Homeownership will always be the prize! Why rent expensively when you can OWN. $ORC, $NLY, $EFC, $EARN, $TWO, $MPW, $CHMI, $AGNC & more will be re-positioned for the future. That's why they've cut the Dividend recently for some. Its going to be full of market uncertainty for awhile. As we face historically high inflation across food, gas, & travel, War in Ukraine will cont into late 2022, Mortgage rates will eventually get to 6%+, Fed will Hike another 50 basis pts and more. This is a bear market so be patient with all REITs as their in different positions. They'll cont to climb as the market normalizes as these are mortgage backed securities by the Government so its protected. Be patient and GL to ALL!!
New shareholder, recent drop makes a good entry point. Drip divy until retirement n then take as cash
Medical Properties Trust doesn't just operate a business that has a built-in inflation hedge; it's also growing handsomely in its own right and remunerating shareholders generously on the way up. Great Value at current Share Price, 6% Dividend, Consistent Earnings and Cash Flow ...... Motley Fool 5-8-22
the bullish (fundamental analysis side) of me says this was a deal at $20 and steal at $18
the bearish (technical analysis side) of me says perception = reality, and the perception at least in the short-term is negative
when the shorts are forced to cover this thing is going to pop--the question is, will they be forced to cover at $20 or $15
Prospect Medical operating result trends looked even worse than Steward. Also a master lease plus 112mm term loan from $MPW. ~9% of $MPW revenues.
I have been a silent shareholder in MPW since September 2021 when I managed to get an entry at 19.8. It was a fun ride up, a concerning ride down. I have no in-depth thesis to support the fact that I added to my position yesterday and got some shares at 18.2. At this point, I don't believe there is any support for the stock in a market that seems to be plagued by indiscriminate selling. That said, I have been building a position in OHI which is much more levered to senior nursing facilities and little else. The likelyhood of MPW displaying massive losses and a sustained move lower is low in my mind. Hospitals are not residential tennants, not even commercial tennants, they cannot pick up and leave within a month, it does not work like that. You can have a mall operator see tennants leave, stores close but, in whatever market, the last to go willl be hospitals. I am investing based on what I consider is common sense. The economy will be well into a recession or depression before hospitals close en masse. The Governement will support hospitals and the industries that host them. My only thesis, on a stock and industry I have researched far less than others I have invested in is that there will always be business for MPW, there will always be tennants and their tennants are the most likely to receive government support during hard times. I have bought in and I am buying in for the long term, this is probably going to be my last stock to go. I know there's less value in my analysis than I would like, I am somewhat looking for either the contrarian view that can change my mind or for some of the more seazoned investors who've done more reasearch on the industry to either complete my thoughts with more factual information or dispute my view. If this goes in the low 17s, I am adding again.
Just bought my first share
I'll hold off adding in pre-market just yet, this market has been treacherous and I don't trust green lightly. I am trying to determine how the following is digested. Looking for the previous guidance as we speak "The existing portfolio will include binding acquisition agreements and lease terms but will exclude the expected future contributions from development and other capital projects, the possible future impact of deleveraging and other capital markets strategies. Accordingly, the Company’s new estimates of per share net income and NFFO of $1.10 to $1.14 and $1.78 to $1.82, respectively, do not include approximately $25 million in rents from development projects that were included in the previous run-rate estimates. " Good luck to all, this is a great company and looks to have remained solid.
I keep buying and averaging down while collecting my 6.5% dividend. Bottom line is in this market dividend paying REITS will outperform other sectors. I can tell you that next ex dividend date is around June 15 and they will announce it within 2 weeks. Just keep that in mind.
Webcast confirms YoY growth and rental customers are all doing well and paying their rents. Specifically with inflation, the company is well positioned for full year.
MPW is a great Buy at Current Price of $18.00
MPW has outperformed the S&P over the past 20 Years.
Low P/E, Consistent Growth, 6% Div that increase almost every year, Impressive Cash Flow etc. etc. etc....
And most importantly for the short term ....Somewhat Immune to Inflation
Is the P/E more like 16 and the payout ratio about 100% not bad but also not good. Insiders selling, eight ball says: 'outlook not so good'.
Just my point of view, I'm 72 yrs old, and I can say as a matter of fact, Hospitals are
needed more each year. When I talk with my friends, the conversation always @ some point gets around to our health issues. My guess that a big percentage of private shareholders, are getting grayer, and are not
selling this stock. Besides the baby boomer deal, people are living longer.
When will the 35 mil shares short start covering? If Putin is taken out this could be $24 in a moment
Another shocking development... $MPW
lost 13% in a month, but hey, it pays a dividend. People lining up to "add more", smh.
I bought another 3K shares today at 17.83 to dollar cost average down - I own 17,600 shares and am feeling the pain as well with an average cost of $20.01!
Some industries are relatively immune to the impact of inflation. For example, the real estate and healthcare sectors often benefit from inflationary pressures. That's evident at Medical Properties Trust , a healthcare-focused real estate investment trust (REIT). Its inflation-protected income stream makes it a potentially excellent hedge against inflation .......... Motley Fool 5-2- 22
This is where you can still buy homes in Canada for under $200,000
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