Opinions Keith Richards
DRI Healthcare TrustDHT.UN.TOBUYMay 21, 2024
Keith RichardsStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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A conservative way to invest in biotechs. Pays a good 3.5% yield and has a diverse portfolio of 28 royalties. Trades at 6x EV to EBITDA.
Jerome HassDHT offers a 3.58% yield and a relative cheap valuation. Its size adds some risk. Growth has been mixed, but 2026 is expected to see faster growth. Payout ratio is fairly low and the business is 'usually' stable. The distribution was last raised in November 2024. Debt is fairly high, as is common with the sector. We see it as OK for small cap income investors, but not altogether exciting. It is priced right, however.
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(Note the short timeframe.) Trades at only 1.4x book value. Its 3 listed peers trade at 3.7x. Both PE and EV/EBITDA are at 6x.
Jerome HassApplied similar royalty approach from mining sector to pharmaceutical business. Allows for new development in pharmaceutical business. Capital light business. Second listing in the world of this nature. Very cheap valuation, trading ~1.3x book value. Excellent long term prospects.
Jerome Hass
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting. The stock has done well following its public debut a month ago at $10. The company seems to be well managed and there is a good story and potential. Unlock Premium - Try 5i Free
Stockchase Insights
In an uptrend, testing the trendline. From the chart, you can see how it arced too high and now it's going through a pullback. The trend is still in place. So far, it looks fine technically.