The Lone Buoy, Flopping Around In The Tide.(OTT) [View instapost]
Hi, that's a great question man. I guess it hinges on whether or not, one believes ye old Ott will come back after this kind of blow to its earnings forecasts for the next couple of years.
Perhaps since it still has earnings forecasts per se, this might still be a decent time to buy. Almost reminiscent of the Windsor fund buying Citi near its bottom(somewhat of an exaggeration).
I guess it might be thus a good just like side-dish kind of investment if one wanted to, because perhaps it might rise, and it seems like its gotten quite low already.
Its supposed to make less money in 2013, and more in 2014, so maybey in time it will rise to its old highs, and maybe the market might just kind of carry it higher.
I don't really know so much about Ott, but just from reading its headlines it seems like it still occasionally has some M&A activity and whatnot as of semi-recently.
I guess it would be a sort of investment for a very positive person, who has a lot of faith in the company. But then again, one might not want to lose money just because of negative market- momentum per se. Although that momentum couldn't possibly carry the stock much lower. So I guess its really a sort of specific situation really dependent on the individual investor in question, but I would say to go with one's intuition, because it might yield more truth than forecasts per se.
Thus, it might be wise to give it say a level to rise to, and once its proven its no longer comatose, and is rising again, that it should once again be bought if one has faith in it. That might be a decent strategy for picking it up again.
That's a great question. I guess to take a stab at it, I would guess that its a sort of confluence of several factors. To brake it down;
1. Profitable Industry According to some, the healthcare Reit industry is, in general the second to most profitable industry in the US after the beverage industry, at least according to the article on this site here;
2. Perspective on high yielding healthcare Reits. When one couples that perspective with the knowledge of the average returns from highest yielding healthcare Reits, which could be sampled from this site here; one gets a somewhat clearer picture.
(MPW is the highest yielding healthcare Reit mentioned, with 8% vs on average about 6%)
3. Sector Niche; specific emphasis on "Acute Care" When one then couples this with MPW's focus, which is according to them, mostly on "acute care" or hospital care, which is usually quite expensive and hence profitable, the picture becomes seemingly clearer.
Here's the link to their site where they breakdown the composition of their investments;
And, I guess one could conclude, that MPW, being situated in the most profitable sub-sector, of the second to most profitable overall market sector, may allow it to make these sorts of returns, I guess that would have to be my best prognosis per se.
MPW, The Healthcare Reit Of Many Faces. [View instapost]
Hi, that's a very good point. The "upcoding" and malnutrition situation, looked like it could have caused some problems for Prime.
"California Watch" seems to have brought this situation to the surface back in 2011.
The torch was then taken up by the CtW group(Change to win) Whose members are associated with CtW through unions.
I haven't seen any updates on the situation since 2011
however,
The "search for truth" yielded the following;
CtW hasn't mentioned anything on their blog per se. Nor have they mentioned anything at all on their blog for several years, so I guess one can take that as one wishes.
To see if I could get the down-low I called CtW at
202-721-6060; which is the number for CtW's DC office, there wasn't an answer. It went strait to voice-mail too, so I'm not sure if they use this number really.
Thanks for bringing this up though, I recently started following MPW, and am happy that you shined a lot on this more controversial side of MPW for me.
The Lone Buoy, Flopping Around In The Tide.(OTT) [View instapost]
Perhaps since it still has earnings forecasts per se, this might still be a decent time to buy. Almost reminiscent of the Windsor fund buying Citi near its bottom(somewhat of an exaggeration).
I guess it might be thus a good just like side-dish kind of investment if one wanted to, because perhaps it might rise, and it seems like its gotten quite low already.
Its supposed to make less money in 2013, and more in 2014, so maybey in time it will rise to its old highs, and maybe the market might just kind of carry it higher.
I don't really know so much about Ott, but just from reading its headlines it seems like it still occasionally has some M&A activity and whatnot as of semi-recently.
I guess it would be a sort of investment for a very positive person, who has a lot of faith in the company. But then again, one might not want to lose money just because of negative market- momentum per se. Although that momentum couldn't possibly carry the stock much lower. So I guess its really a sort of specific situation really dependent on the individual investor in question, but I would say to go with one's intuition, because it might yield more truth than forecasts per se.
Thus, it might be wise to give it say a level to rise to, and once its proven its no longer comatose, and is rising again, that it should once again be bought if one has faith in it. That might be a decent strategy for picking it up again.
Molting(MPW) [View instapost]
That's a great question. I guess to take a stab at it, I would guess that its a sort of confluence of several factors. To brake it down;
1. Profitable Industry
According to some, the healthcare Reit industry is, in general the second to most profitable industry in the US after the beverage industry, at least according to the article on this site here;
http://bit.ly/Hm31Pu
2. Perspective on high yielding healthcare Reits.
When one couples that perspective with the knowledge of the average returns from highest yielding healthcare Reits, which could be sampled from this site here; one gets a somewhat clearer picture.
http://bit.ly/I9GGId
(MPW is the highest yielding healthcare Reit mentioned, with 8% vs on average about 6%)
3. Sector Niche; specific emphasis on "Acute Care"
When one then couples this with MPW's focus, which is according to them, mostly on "acute care" or hospital care, which is usually quite expensive and hence profitable, the picture becomes seemingly clearer.
Here's the link to their site where they breakdown the composition of their investments;
http://bit.ly/Hm31Px
And, I guess one could conclude, that MPW, being situated in the most profitable sub-sector, of the second to most profitable overall market sector, may allow it to make these sorts of returns, I guess that would have to be my best prognosis per se.
Thanks for the great question.
MPW, The Healthcare Reit Of Many Faces. [View instapost]
"California Watch" seems to have brought this situation to the surface back in 2011.
The torch was then taken up by the CtW group(Change to win)
Whose members are associated with CtW through unions.
I haven't seen any updates on the situation since 2011
however,
The "search for truth" yielded the following;
CtW hasn't mentioned anything on their blog per se. Nor have they mentioned anything at all on their blog for several years, so I guess one can take that as one wishes.
To see if I could get the down-low I called CtW at
202-721-6060; which is the number for CtW's DC office, there wasn't an answer. It went strait to voice-mail too, so I'm not sure if they use this number really.
Thanks for bringing this up though, I recently started following MPW, and am happy that you shined a lot on this more controversial side of MPW for me.
Thanks.
Strong Outlook for South Africa ETF [View article]
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