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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (71216)	9/26/2022 5:17:47 PM
From: Paul Senior	Respond to of 78687

DOC, etc. I'll look to add to DOC tomorrow. I've been buying all over market, and missed it today. Buying... but small, small, small as the market continues to fall. For dividend payers, small adds to FSK, HTGC, HPP, KNOP, WPC Energy: tracking position now in EE. (not a value stock. Bet on its ability to profit from LNG demand.) finance.yahoo.com Shoes: small add to my few SCVL and SKX. Also JWN Food: small add to my few DOLE Media/entertainment: small add to my few CMCSA Banking: small add to my few C. I don't like Citigroup particularly, but at .53 x tangible bv and 4.6% div yield, I'll add a little. === Sales fwiw: Out now of almost all of my housing stocks. Small add to BLDR though. AAPL. Trimming.

To: Grommit who wrote (71216)	9/27/2022 7:15:26 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78687

I made adds to stocks in my dividend basket: DOC, KW, STWD, CTO, DEI. Small buys only. Common thread being dividend yields over 5%.

To: Grommit who wrote (71216)	9/27/2022 7:36:20 PM
From: E_K_S	Respond to of 78687

Re: Medical REITs; DOC & MPW I got filled on my DOC order. In w/ shares in taxable account at $14.97/share, close to a 6% div. I noticed I had this earlier in the year 9/1/2022 w/ a small starter position at $16.41 but sold it for a small gain (not sure why but it worked out). DOC closed -2.5% at $14.85/share ---------------------------------------------------- I also started a small position in MPW 9/23/2022 at $12.27/share in the taxable account. It's also a medical REIT. Div yield is 9.3% I have owned this in the ROTH & IRA since 2018 w/ some sells in 2/2021 at $22.35 & 12/2021 at $22.11. I made some Buys in 6/2022 at $14.40/share but might want to look at adding both MPW & DOC to the ROTH at the current price. MPW closed -0.75% at $11.93/share ---------------------------------------- Medical Properties stock slips after Jefferies downgrades to Hold Peterson has lowered his FFO estimates on the basis of lower net acquisition volumes as well as a rising interest rate environment, according to a note written to clients. Keep in mind that MPW has underperformed the broader REIT sector in previous tightening cycles given its bond-like structure. As a result, the analyst has cut his 2022 FFO estimate to $1.82 compared with $1.84 in the prior forecast and the consensus of $1.86. For 2023, Peterson sees FFO at $1.86 vs. $1.89 in the previous view and the Wall Street estimate of $1.94. Through 2024, Peterson is expecting FFO per share to grow at a compounded annual growth rate of +2.8%, down from +8.7% achieved from 2019 through 2021, the note said. Price target was also lowered to $20 per share, implying 1.6% downside from Thursday's close. In mid-April, Medical Properties Trust was added as a new best short idea at Hedgeye.