TSE:DR

Medical Facilities Corp. (DR.TO)

17.51
+0.06 (0.34%)
as of Jun 4, 2026, 2:00:14 pm Market Open.
141 watching
0
BUY
Own specialized hospitals in the US. Hospitals are quite small and basically doing day surgeries. Cash flow has been stable. Have been affected with their cash flow coming from the US, Fairly attractive entry point. A lot of risk in this kind of name.
BUY
If they could get access to additional capital, there are lots of acquisition opportunities in both hospitals and ambulatory care centres in the US. Long-term health care is a growth industry. Post-2011, he expects they will be in some form of a dividend paying US security.
TOP PICK
Specialty hospitals in the US. All the cash flow is in US$’s but rising income should offset this.
BUY
Run private hospitals in the US. A great business model.
PAST TOP PICK
(A Top Pick May 12/06. Up 15.8%.) Still likes.
BUY
Runs hospitals in the US, so shouldn't be impacted too much by the new trust regulations.
BUY
Technically it is a corporation with all of its assets in the US, so won't be taxed as an income trust. Demographically, it is a good sector to be in. Undervalued.
BUY
A demographics play. Potential for a take out if the market doesn't start to reflect the value that a private equity player would put on this company.
BUY
US assets, so are taxable in the US. The IPS structure is that you physically own debt and equity and there is 3rd party ownership of both pieces. A great model.
HOLD
Medical facilities, principally in South Dakota. A prime target for privatization by US equity players. If that happens, you'll continue to get distributions and a price of $10 next year.
PAST TOP PICK
(A Top Pick May 12. Up .05%.) Runs short-term stay hospitals in the Dakotas. Profitable business model. Trades at about half the value of its US peers. Still likes.
WEAK BUY
An odd one in the Canadian business trust as it is a set of small medical facilities in the US. Represents stable distributions. Extremely well run company. US$ exposure.
TOP PICK
(A Top Pick Jan 27/06. Down 24%.) Was hurt quite a lot because of the perception that currency exposure would hurt. Valuations are compelling. Probably one of the best operators in the specialty hospital business. Cash flow is very secure and their currency hedge protects this until 2008. Payout ratio is 85%.
BUY
Had a disastrous performance. Still producing a payout ratio of 85/90%. Showing some modest growth. They are 100% US so the market is concerned about the stronger Cnd$, but they are fully hedged until the end of 2008. Good price.
BUY
A US based trust. They own facilities that do uncomplicated day surgeries. Payout ratio of 85/90%. Trading at 7.5 X cash flow which is a good price. Expect they could buy more specialty hospitals in the US.
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