Core Viewpoint - Medical Properties Trust (NYSE: MPW) has experienced two dividend cuts but is showing signs of recovery, with potential for a return to dividend growth as it moves past previous troubled tenants [1] Group 1: Company Performance - The company has bounced off its lows, indicating a potential turnaround in its financial health [1] - Investors may be optimistic about the company's future dividend growth prospects [1] Group 2: Investment Strategy - The investment group led by Julian focuses on stocks with a high probability of delivering significant alpha compared to the S&P 500, emphasizing growth-oriented principles and strict valuation criteria [1] - The approach includes identifying undervalued companies with strong balance sheets and management teams in sectors with long-term growth potential [1]
Medical Properties Trust: Don't Ignore Leverage, Reiterate 'Strong Sell' (NYSE:MPW)