1Mes·
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11 Commenti

immagine del profilo
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@Michael-official why would you buy.
immagine del profilo
to shout from the depot cellar: HOLLLLD :D
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immagine del profilo
I only have one remaining stock that will be held, there is still some divi for it
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immagine del profilo
immagine del profilo
@Iwanowitsch I say those who hold now can speculate with a much clearer turn around. Current numbers are lousy, Steward was much worse than I expected; but from here on there is a clear line to full rents from all properties by the end of 2027. if you trust the management to get there, that's a pretty safe x2 or x3 by the end of 2026 - especially considering the industry premium on working portfolios. I remain invested (although I have sold a portion and would like to fully rebuild the position by the end of 2025). Until the right turn around, the stock is quite loaded due to the shorts, so an upward movement could develop momentum very quickly...
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@Monnie Thank you for your assessment. I noticed that you now also have new positions in your portfolio. You were MPW Only, but the partial sale should explain that.
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immagine del profilo
@Iwanowitsch Exactly, these are all positions I've been toying with for a while - now I've moved abroad and had to change brokers. This is also the actual reason for the restructuring of the portfolio (the new ones were all quite cheap at the time). However, the new salary will be used to bring the MPW position up to the old size in the near future. I'm still pretty bullish about the turn around - I just hope my small move doesn't take revenge if MPW starts before then 😅🚀
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immagine del profilo
You just have to see why $MPW has slumped so much if you have precise information and you still believe in the company - a good entry point for more shares.
Or simply hold on and see where the journey takes you.
As part of my ironclad portfolio rules (no position may exceed 3%), I am continuing to build up MPW at this price level. Good risk/reward ratio, the dry spell will last a little longer, but the major issues have actually been resolved. The high short ratio must still be observed
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