Seeking Alpha

David Stafford's  Instablog

David Stafford
3 Followers
4 Following
Send Message
Student of markets, enjoys following their course.
View David Stafford's Instablogs on:
  • Sparks Amongst The Ashes.(MPW And HTGC)

    As MPW and its cadre of healthcare Reits fall in price, not dramatically, but none the less still fall, I notice a similar stock/investment, on ye olde watch list, which is somehow fighting off the flames, and making its self a mint julep. Who is this enigma, who could overcome, this cascade of cinders? Well, the answer my friends, is an odd company that I first found by chance, that company is HTGC, which is similarly priced at around 11.10 plus or minus a few, and which has a similar scale of dividend. HTGC aka, Hercules Technology Growth Capital, is an interesting hedge per se relative to healthcare Reits.

    (queue fog)

    A while back, I participated in this portfolio management exercise that lasted about a couple years. Mid way through, I returned to el college to wrap up a degree. A year later, I was done, thankfully, and I decided it was time to check out how the old girl had held up. Upon returning to the old farmstead(portfolio), I found that the old mare had been fattening up, much to my surprise of course, and it turned out that she had grown by about 20% since I had left her(a gain of 20%). Needless to say, this was a welcome surprise. The portfolio in question would have made Priam(king of Troy) proud. It was ring-fenced by hedges of different ETF's, around 5-7, and needless to say it had withstood the Danaan onslaught and had not only survived but come out the better.

    Needless to say, including HTGC in a healthcare Reit based portfolio could give ones self more exposure to potential upswings in favour concerning technology, and presumably one could make a healthy dividend of about 24 cents in the process.

    Tags: MPW, HTGC
    May 11 3:27 PM | Link | Comment!
  • Reflections On Whack A Mole.

    Well, the markets are down this morning, and as usual MPW has done its dance, and is moving with the markets, "Now to the left!". Seeing as how most mid day movements, especially if unusually positive, are usually dragged back down by the end of the day, I wonder if one could assume a sort of "whack-a-mole" approach to trading this market.

    If one found stocks which behaved similarly to MPW, and tracked them throughout the course of the day, one could presumably perhaps profit; by selling them at their potential mid-day/anomalous highs and then riding them down to their presumably lower end of day price. This might work. It might not be so profitable, and could be kind of nerve wracking, because it could include large shorts that would have to be held, for several hours. However, apart from that it could seem like a pretty easy, way to make a quick buck. It wouldn't take many "indicators" or what not to implement either, the only justifications would have to be

    1. Is the market down in general

    2. Is this equity moving up in price, especially after a lower than previous close open.

    3. If yes, buy after drop, sell at around noonish, and short back to close.

    Seems pretty easy, and having seen this pattern with the likes of MPW, on a regular basis, I wonder if it would work with other stocks. Either way, its an interesting market these days, a little lackluster, but comfortably semi-predictable, and I hope everybody's having a fun time investing and trading.

    Tags: MPW
    May 02 10:49 AM | Link | Comment!
  • New Coverage For MPW

    MPW is now being covered by another analyst, this time this analyst is from ye olde SunTrust bank. They labeled it a buy, which is pretty much the consensus these days. Most throw their lots behind either a buy or hold on MPW. Marketwatch has a great kind of little way of looking at the sum of these calls, and their distribution etc. This website probably has one thats fantastic aswell.

    In the meantime, it may be wise to see if MPW will pull back in the event of the markets being driven lower in the future based on some new hurley burley out of Europe, as has been the case recently. Either way, MPW is going up today, great news for anyone that holds it.

    Tags: MPW, MPW, Suntrust
    May 01 12:02 PM | Link | Comment!
Full index of posts »
Latest Followers

Latest Comments


Most Commented
Posts by Themes
acquisition, Alabama, Analysis, Analyst Ratings, BAC, BETA, beta, Beta, Birmingham, Bollinger Band, buy signal, Congress, DJ, Dow Jones, Eurozone, HCP, Healthcare, Healthcare Reit, Healthcare Reits, HR, Institutional Ownership, LTC, market, market trend, market volatility, Markets, merger, MPW, mReit, OHI, positive momentum, Price Levels, range, REIT, S P, S P 500, S P500, SBRA, Sector, Silver, Simple Moving Average, snh, SNH, South Africa, Stock Market, Suntrust, Technical, Technical Aanalysis, Technical Analysis, trading range,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.