David Stafford's  Instablog

Title Reference to Song; O.P.P

http://www.youtube.com/watch?v=mJgFU3U4X_Y

On some further perusing, I have come across some others' writing. It seems as though the point in question is whether or not OTT can pay off its debts which are large, but, OTT has a healthy history of paying debts down. This may involve some restructuring of said debt.

Thought it lost its major customer, it gained another customer, namely a school system aka "the state".

Perhaps if it can leverage this niche(state telecom connections) it can grow into a new sort of company, and with its opportunities to restructure its debt it could be seen as a semi attractive take over target, especially if it further develops its kind of intellectual capital/know how in the state telecom systems market. Since we all know the incumbent tends to win in elections and state contract bids, it would seem as though it could be stable.

If bought prior to restructuring, it could lend the buyer, some brand recognition if he were to take responsibility for said restructuring(falsely but none the less).

I don't know if anyone would want to buy OTT given its debt, but it could be an attractive target post-bankruptcy(which might not be good for current debt/equity holders).

Either way, hopefully it will manage to overcome its debt problems, its got a nice bedrock contract with a state entity to help it do so, but has a supposedly 49% chance of bankruptcy.

Either way, the dividend is probably off for a little while, but I'd rather be helping out in a thoroughbreds stables as he's nursed back to health, as opposed to betting on him when he's much healthier and winning races, due to obvious price reasons.

Either way, who can say.

As the US's population shifts into pseudo-Japanese mode, over the coming 30-40 years, some are expecting to see more and more individuals entering retirement.

http://money.usnews.com/money/blogs/On-Retirement/2012/03/23/the-baby-boomer-number-game

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Old age brings with it many gifts, according to psycho-sociologists it may bring with it a maturation of one's views on life. An understanding of the values of one's social role, and continued social activity enriching one's local community.

(Paper that relates to this social-health-aging phenomenon;

http://hsb.sagepub.com/content/52/4/430.abstract )

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Regardless of social ideals, other things come with age. Such as health problems, and extended visits to the hospital. High dividend stocks such as ARR look good for the short to mid term, given the implausibility of the Fed raising rates etc.

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However, when it comes to the long haul, MPW and its kind are really a gold mine.

If the children of today were permanently obsessed with Kazoos. When they reached adulthood, Kazoo manufacturers would be expected to rake in windfall sales revenues based on the coming of age and purchasing power of this demographic based love of kazoo(hypothetical, discounting temporary nature of trends etc)

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In a way medical services, and the reits that invest in them are kind of like beacons of sage investment waiting down the road of life, that some will realize sooner than later.

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These reit's will almost undoubtedly experience rising demand for their services for ages and ages hence. Current projections show the number of retired Americans increasing as a percent of population all the way to the year 2050.

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Thus, these medical reit plays, and especially acute care plays like MPW (arguably), will presumably not see demand for their products drop off, regardless of cycle, regardless of trends etc etc.

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In the next 40 years the only thing people holding a passive investment like this might need to keep an eye on is government policy, and as we all know, government policy tends not to change while one steps away from one's trading platform to grab a can of soda.

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Thus, MPW and its ilk seem like a continuing good investment.

To sing the title of this article with the imagined harmony; find the appropriate line in this song; http://www.youtube.com/watch?v=5IxIPITpU0k

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I take no responsibility for the debauched shenanigans this may lead to during Yule-tide carols.

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Now for the sort of kernel of insight or pattern recognition that lead to the "penning" of this entry.

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MPW is soaring to new-old highs, as far as the stocks price is concerned. For a while you could get 1 share of ARR for a bit under 7.00 all of a sudden it leapt up to about 7.45 and walah like magic a new offering of stock from the vaulted coffers of said fine company.

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With MPW similarly reaching for the stars(poetic license) is it time for MPW to get while the "gittin is good". Perhaps soon we will see MPW offering up some more stock of its own to take advantage of this new high in stock price.

(Dividers are used to recreate new paragraphs sometimes lost in the auto editing of the software used here.