RE:RE:RE:RE:RE:RE:RE:RE:RE:Master plan news coming I feel it Hamed is a capital allocator, if an acquisition makes sense, no matter how big it is, he is obligued to transact. That is the beauty of capital allocation business models. That's why he doesn't give guidance, as he himself does not want to be bound to goal lines.
If a big acquistiion makes sense, WELL will move forward with it... with or without short term shareholders, day flippers, $5 to $6 to $7 hopefuls and the likes.
EPS is absolutely irrelavent for the next 10 years. Company has free cash flow, that free cash flow is growing and company has access to further funds up and down the capital structure.
The market doesn't know what its expecting, or what to expect. The market is confused, in a dizzying daze of dancing dervishes. From day to day, week to week, it can go up, down or sideways without saying anything about the underlying businesses in the market. This short term volatility is in no way a reflection of the longer-term, growth business being assembled by WELL.