Medical Properties Trust, Inc.

• A Defensive Investment with Aggressive Returns

  By Eric Tommarello - December 27, 2012 | Tickers: HCP, HCN, HR, MPW

  “Buy real estate now, they aren’t making any more of it!” While this quip doesn’t always represent an effective investing strategy, real estate is perhaps the world’s most time-tested investment vehicle, regardless of the speculation that it invites.

  That being said, the average investor often ignores real estate, believing it to be too expensive and inaccessible. What they neglect to realize is that real estate investment trusts more »

• 3 More Stocks from My December Watch List

  By Matthew DiLallo - December 26, 2012 | Tickers: ETFC, GES, IBKR, MPW, UNH

  In my last post I covered three of the six options trades from my “No Drip, No Mess” Portfolio that were expiring in December.  In this post I’ll cover the last three positions that I was watching this month.  While options do create a little extra work each month, the extra income makes them well worth it.

  I guess I didn’t get my shares
  Despite the fact that more »

• Three Surprising Stocks from the Second Half of 2012

  By Matthew DiLallo - December 15, 2012 | Tickers: AMZN, FB, F, MPW

  It’s that time again, time to take a step back and reflect on the wins and losses of the past year.  While we can learn a lot from our losses, it’s much more fun to bask in the gains. 

  Over the past six months I’ve been working on a project to build a virtual portfolio that I call the 'No Drip, No Mess' Portfolio.  Three additions to more »

• 5 Small-Cap Dividend Plays for Risk-Embracing Investors

  By Meena Krishnamsetty - November 2, 2012 | Tickers: AINV, MPW, PDLI, PSEC, VGR

  Mutual funds and exchange-traded funds (ETF) that focuses on dividend stocks can be good sources of ideas about attractive high-yield or high dividend-growth plays. One such ETF is WisdomTree SmallCap Dividend Fund (DES), which invests exclusively in the small-capitalization segment of the US dividend-paying market. The ETF invests in the small-cap companies that “compose the bottom 25% of the market capitalization of the WisdomTree Dividend Index, after the 300 largest more »

• Attention REIT Investors: Don’t Miss this 7% Yield

  By Matthew DiLallo - November 2, 2012 | Tickers: AVB, BXP, MPW, PLD, SPG

  As an investor you can spend hours, days, or even years studying a stock only to buy it and have it under perform.  Then there are those other times when you seem to buy at the perfect moment, as the stock goes on a tear as soon as you add it to your portfolio.  For me, Medical Properties Trust (NYSE: MPW) is that stock…both of them. 

  Back in June more »

• The Half Trillion Dollar Healthcare Market that Just One Company is Addressing

  By Matthew DiLallo - October 28, 2012 | Tickers: CYH, HCN, HLS, MPW, BX

  Did you know that there is more than $400 billion worth of acute-care hospital real estate in the US?  That real estate is almost entirely owned by cash crunched operators that are facing ever rising costs with an equally fast rising need to perform at the highest level.  Just one company is addressing the growing need to provide capital to these hospital operators by entering into sale-leaseback transactions.  That company more »

• Why I Allocated Big Money to These Five Cheap Stocks

  By Matthew DiLallo - October 16, 2012 | Tickers: AAPL, ARCO, EXC, INTC, MPW

  I think that the Efficient Market Hypothesis was made up to keep the individual investor out of the market.   It says that the markets are informationally efficient to the degree that one cannot consistently earn market beating returns.  I, on the other hand, firmly believe that if you look deep enough there are always stocks that the market missed or underpriced.   To prove it I started a virtual portfolio I more »

• These Five Stocks Aren’t Messing Around

  By Matthew DiLallo - September 18, 2012 | Tickers: AAPL, ARCO, BIP, F, MPW

  Have you noticed how sensitive stocks can be?  They can move up or down wildly based on the contents of a press release.  All too often what’s in that press release doesn’t contain enough information relating to the true value being created or destroyed by the company’s management. 

  What typically happens is that the information didn’t jive with the perceptions of market traders who reacted instead more »

• Why These Dividends Matter

  By Matthew DiLallo - September 10, 2012 | Tickers: AAPL, ARCO, F, LOW, MPW

  It’s now been three months since I launched a paper trading portfolio I dubbed the “No Drip, No Mess” portfolio.  It was built upon three pillars which I believe will lead to some serious outperformance over the long term.  These pillars were a core of high dividend paying stocks built around a theme of writing options on solid by fairly valued companies which also paid a decent dividend for more »

• A Heath Care Company Hits a Growth Spurt

  By Matthew DiLallo - August 13, 2012 | Tickers: CYH, HCN, HLS, MPW, VTR

  No matter where you stand on the great heath care debate, one thing is sure -- it is going to keep costing us a lot of money to stay healthy.  Compound that with us getting older, heavier and, well, there just seems to always be more of us, and it’s a recipe for profitable industry growth.  So when things ache or pieces break, we’ll continue to go to that more »

• Earnings are Coming, What's an Investor to do?

  By Matthew DiLallo - July 20, 2012 | Tickers: EPD, F, LINE, MPW, PETS

  The financial news flow has seemed to cool off as the summer has heated up.  That’s about to change, especially for those following my paper trading portfolio, “No Drip, No Mess” Portfolio. Over the past two weeks we’ve looked at how dividends to drive returns and how Options: Less About Sizzle, More About What’s at Stake, today we’re going to take a sneak peak at the more »

• A Diagnostic Review of My Healthcare Watch List

  By Matthew DiLallo - July 16, 2012 | Tickers: CTRX, CVS, ESRX, GHDX, MPW

  Having just surgically removed a company from my watch list, I didn’t want to let too much time pass before filling that hole.  By using a combination of options strategies and mixing it with soon to be delivered dividend income, the little paper trading portfolio that I like to call the “No Drip, No Mess” Portfolio is getting ready to grow. Because health care plays such a vital role more »

• Dividends Drive Returns

  By Matthew DiLallo - July 5, 2012 | Tickers: ATVI, BIP, LOW, MAKO, MPW

  It’s now been a month since I began a paper trading portfolio called the “No Drip, No Mess” Portfolio which details my personal investing philosophy of writing options to buy dividend-paying stocks and then using the income to buy tomorrow’s next great growth story. It was a great month for stocks as the major indexes were all up around 4% with a bulk of those gains being solidified more »

• A Healthy Way to Invest in Real Estate

  By Matthew DiLallo - June 7, 2012 | Tickers: CYH, HCN, HLS, MPW, VTR

  If you’ve read any of my previous articles you know that dividends are very important to my investing philosophy.  One of the best places to find the type of dividends I like is found in a Real Estate Investment Trust (REIT).  I’ll be looking to allocate at least 10% of my “No Drip, No Mess” Portfolio to REITS as this steady income will provide the funds I’ll more »