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

To: Ditchdigger who wrote (71548)	11/11/2022 8:16:33 AM
From: E_K_S	Read Replies (1) \| Respond to of 78751

I was close to starting a position in Bit-Coin but was complicated w/ wallets and the spread to Buy/Sell was large (>2%). I continue to focus on basic materials and hard assets as my inflation hedge. Reits fit this perfect for this cycle. MPW is one I have been buying w/ LXP & MAC. I even added O recently. AU, VALE, GOLD, FCX & SCCO all moving higher as metals move higher. I am in the camp w/ Icahn that this may/could be a Bear market rally.

To: Ditchdigger who wrote (71548)	11/12/2022 12:39:01 AM
From: Lee Lichterman III	2 Recommendations Recommended By Eric Bramble Spekulatius Read Replies (2) \| Respond to of 78751

I usually just lurk this thread to read sentiment but I've seen a few of you mention you're loading up on MPW. I've been reading disturbing things about them for months. All kinds of accusations about misappropriation of funds, bookkeeping games etc. I didn't listen to this to get particulars so I don't know if this will cover them all. I just did a quick Google search and this was the first one that popped up I don't have a position either way but thought I'd warn you. Of course it took years before Enron got caught, this latest crypto blowup etc so even if true, it might not blow apart for years app.hedgeye.com