Medical Properties Trust: Pulling The Rug Against The Sellers

Summary

  • At its recent earnings call, management assured investors it remained in control after the market forced a rug pull against sellers in October.
  • It corroborated its confidence by raising MPW's NFFO per share guidance, accentuating that the worst for the REIT could be behind us.
  • We discuss why MPW remains attractively valued, even though a material re-rating is unlikely in the near term.
  • We highlight the critical levels for investors to watch as we expect a healthy pullback after a sharp recovery.
  • Maintain Buy.
  • I do much more than just articles at Ultimate Growth Investing: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

Stressed businessman feeling desperate on crisis stock market, investment concept.

Nattakorn Maneerat

Thesis

Medical Properties Trust, Inc. (NYSE:MPW) management took great pains in its recent FQ3 earnings call to address the uncertainty surrounding Pipeline, Prospect, and Steward.

Management's emphasis and assurance was undoubtedly welcome after MPW fell to a low

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This article was written by

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JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP.

He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks.

He focuses on identifying growth investing opportunities that present the most attractive risk/reward upside potential. His approach combines sharp price action analysis with fundamentals investing.

He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities.

He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out.

The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations.

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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