Seeking Alpha
  • Minutemen
    I wonder if $HTA is seeing upside due to the $MPW sell off? MPW looks pretty stable around $15.
    4/15/13
    Reply (16)
    • DAG1996: I think so. Many investors own both or those were their top two choices. I'm actually considering selling $MPW and replacing with $HTA.
      4/15/13
    • DAG1996: All things considered, not sure yet that I want to ride $MPW through this earnings report, even though I still like it long term.
      4/15/13
    • Minutemen: Everything I own in red today now. A good chance to see what equities are holding up better than others on a broad market sell off.
      4/15/13
    • DAG1996: Yes. The positions that are holding up the best for me so far are: $CWCO, $PFE, $CAG, $T, $KR, $UGP.
      4/15/13
    • Minutemen: Mine are $WFC, $WPC, $MDLZ, and believe it or not, $INTC.
      4/15/13
    • DAG1996: Seems $INTC dividend is strong support around $21. Even so, I sold out a couple months ago. Maybe still good long term but short term scary.
      4/15/13
    • Minutemen: I've been buying around $21ish. I like the divy and think 2nd half of 2014 could see a nice rebound.
      4/15/13
    • DAG1996: Makes sense.
      4/15/13
    • Minutemen: I agree that this is a volatile stock & market scared by "death of PC" hype. I see this is a value play. I just hope its not a value trap!
      4/15/13
    • DAG1996: I just figured there's better stocks available since it may take $INTC longer to turn significantly than I'm willing to have cash stagnant.
      4/15/13
    • DAG1996: The PC definitely isn't dead but the growth is over and few are feeling that more than $INTC as it slowly gets into other markets.
      4/15/13
    • Minutemen: Legitimate concerns. I'm bullish on INTC's R&D spending and think they can dominate the chip market across PCs & tablets phones.
      4/15/13
    • Minutemen: It will take some patience though.
      4/15/13
    • DAG1996: I agree Intel is likely to dominate all. My concern was just how long it will take to get there from here. IMO, more than a few quarters.
      4/15/13
    • Minutemen: Yes, I agree. I don't expect much from tomorrow's earnings, and will likely see some more sell off. I don't mind holding in the meantime.
      4/15/13
    • Archman Investor: Sell off is going to be a great opportunity to add more HTA for long term.
      4/15/13