George, I agree with your analysis. MPW appears too risky at this point due to the factors you mentioned. They missed estimates just 17 days ago in revenue and earnings. In addition, they've slashed the dividend in half, twice, within the last 2 years. Not a pretty picture from my angle.
Agree. In that vein - your thoughts on MPW? Some on Seeking Alpha keep seeing it as primed for a turnaround, but I find myself wondering what % of income for its tenants might come from Medicaid patients - the numbers of which will shrink should the BBB get passed in its current form.
George, I agree with your analysis. MPW appears too risky at this point due to the factors you mentioned. They missed estimates just 17 days ago in revenue and earnings. In addition, they've slashed the dividend in half, twice, within the last 2 years. Not a pretty picture from my angle.
Agree. In that vein - your thoughts on MPW? Some on Seeking Alpha keep seeing it as primed for a turnaround, but I find myself wondering what % of income for its tenants might come from Medicaid patients - the numbers of which will shrink should the BBB get passed in its current form.