tag:blogger.com,1999:blog-8109440885846424803.post5274537489294687062..comments2024-03-25T21:39:10.244+01:00Comments on Northernlightsinvestment: Kom ihåg Oljan !!Northernlightsinvestmenthttp://www.blogger.com/profile/16044212500317064888noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-8109440885846424803.post-73078724797675034672022-10-09T12:49:34.669+02:002022-10-09T12:49:34.669+02:00Börsen består ända till dess att den inte gör det ...Börsen består ända till dess att den inte gör det :) Fast då är det nog kaotiskt i världen till den grad att pengar inte längre betyder någonting. Håller definitivt med dig om Smörgåsbordet i många olika branscher. Jag väljer inte, jag tar lite av varje och blandar vilt....Northernlightsinvestmenthttps://www.blogger.com/profile/16044212500317064888noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-62976756340483572152022-10-09T12:46:45.376+02:002022-10-09T12:46:45.376+02:00Thanks for the good analysis SDG !! There are a lo...Thanks for the good analysis SDG !! There are a lot of USA and Canada stocks at nice levels right now. My pension fund consists of aprox 45% USA so that´s why I hesitate even at these levels. On the other hand USA tends to stay true to the dividends. Might start buying again soon.<br /><br />Think we´ll make it a feature on the blog "Q and A with Northernlights and SDG". I´ll ask the questions and you provide the answers on US holdings ;)Northernlightsinvestmenthttps://www.blogger.com/profile/16044212500317064888noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-44327114123284917962022-10-08T15:14:04.513+02:002022-10-08T15:14:04.513+02:00Bra inlägg. Det är som vanligt, kriserna kommer oc...Bra inlägg. Det är som vanligt, kriserna kommer och kriserna går men börsen den består.....<br />Vissa fastighetsbolag har ju blivit helt utbombade men även bygg, telecom och en del andra har minskat i aktiepris. Jag tycker det är som ett smörgåsbord och har svårt att välja...mums!<br />Mvh // PPProcentpanikhttps://www.blogger.com/profile/06576224334638984010noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-12003118034487220802022-10-06T23:50:24.432+02:002022-10-06T23:50:24.432+02:00Biggest concern is their largest tenant possibly h...Biggest concern is their largest tenant possibly having financial issues. The one tenant represents 27% of their earnings. Another big concern is lending rates going up. While there are some risk I believe it is overblown. MPW does have escalation factors built in to handle inflation risk and I recognize portfolio growth will slow down in the short term because of lending rates. <br /><br />There are other factors in play like institutional ownership (above 80%) and number of shorts has been increasing every month. I mention the institutional investors (like pension funds) because they may be liquidating assets to cover distribution shortfalls. A short term issue I see is 30% of the earnings are from hospital properties in Europe as the FX is hurting which I estimate negatively hurting overall earnings by 6%. <br /><br />Considering book value per share is currently $14.80 and share price is $11 the risk reward picture looks good. I wouldn't bet the house on MPW but a small investment might be the worth the risk.Ken-Khttps://www.blogger.com/profile/16300956470113874628noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-55408892662627680202022-10-06T09:18:55.145+02:002022-10-06T09:18:55.145+02:00You always get spooked when downturns occur and fo...You always get spooked when downturns occur and forget the basics. Guess I´m a basic guy :) Whats up with MPW ?Northernlightsinvestmenthttps://www.blogger.com/profile/16044212500317064888noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-67271350069168119772022-10-06T09:15:24.106+02:002022-10-06T09:15:24.106+02:00Terminer, certifikat och crypto är överkurs för mi...Terminer, certifikat och crypto är överkurs för mig. Jag ligger hellre där i soffan och äger KO, PEP och JNJ :) Northernlightsinvestmenthttps://www.blogger.com/profile/16044212500317064888noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-37436578729393489832022-10-05T22:49:07.809+02:002022-10-05T22:49:07.809+02:00It did take some courage to invest in oil back the...It did take some courage to invest in oil back then but no risk no reward. REITS are a little tougher as they can't keep large cash reserves and lines of credit are more expensive but I'm still buying in while shares are cheap.😉 SD Growthhttps://sdgrowth.wordpress.com/noreply@blogger.comtag:blogger.com,1999:blog-8109440885846424803.post-25607313859352399862022-10-05T12:21:07.143+02:002022-10-05T12:21:07.143+02:00Just risken med att sitta där i soffan och titta u...Just risken med att sitta där i soffan och titta ut över sina 1000 tunnor oljefat i trädgården skrämde nog en del som handlade med WTI-terminer. Att handla oljebolagen eller som i mitt fall kanadensiska pipeline-bolag kändes lite enklare. I alla fall så här i backspegeln ;-) ZeroStrategyhttps://www.blogger.com/profile/05861239997059307039noreply@blogger.com