Medical Facilities Corp.
DR-T
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(A Top Pick December 11/17 - Up 5%.) 12% up including the dividend. Owns specialty surgical hospitals and ambulatory surgery centers in the United States. They like the doctors to own still 49- 50 % of the facilities and they share the fees. They are making ore money then what they need to pay the dividend, so they are probably going to look for more opportunities. If it traded in the US, it would be trading at 2-3% dividend yield. Lots of upside in the stock. One of his better holdings.
(A Top Pick December 11/17 - Up 5%.) 12% up including the dividend. Owns specialty surgical hospitals and ambulatory surgery centers in the United States. They like the doctors to own still 49- 50 % of the facilities and they share the fees. They are making ore money then what they need to pay the dividend, so they are probably going to look for more opportunities. If it traded in the US, it would be trading at 2-3% dividend yield. Lots of upside in the stock. One of his better holdings.
Got hurt. Margin compression. In US, it matters what can you get paid from Medicare. Missed numbers last 2 quarters, got clocked, now trying to get back onside. A “show me” stock. Stay away for at least another 6-12 months.
Got hurt. Margin compression. In US, it matters what can you get paid from Medicare. Missed numbers last 2 quarters, got clocked, now trying to get back onside. A “show me” stock. Stay away for at least another 6-12 months.
(A Past Top Pick on Sept. 20, 2017, Up 5%) They own small medical buildings in the U.S midwest. He likes it for its 7.7% divdend. It weathered some negative publicity in South Dakota where a couple non-profit hospitals opened in their area, leading to a loss of profit. He buys it below $14 and sells around $16.
(A Past Top Pick on Sept. 20, 2017, Up 5%) They own small medical buildings in the U.S midwest. He likes it for its 7.7% divdend. It weathered some negative publicity in South Dakota where a couple non-profit hospitals opened in their area, leading to a loss of profit. He buys it below $14 and sells around $16.
The risk is they own a bunchof U.S. real estate tied to medical practices and there were changes in the competitive landscape in some states. They bought a company recently that spiked the stock. He's met and likes the management. But they carry a lot of debt. He believes they'll sail through it, but the debt is risky. Pays almost a 9% dividend,
The risk is they own a bunchof U.S. real estate tied to medical practices and there were changes in the competitive landscape in some states. They bought a company recently that spiked the stock. He's met and likes the management. But they carry a lot of debt. He believes they'll sail through it, but the debt is risky. Pays almost a 9% dividend,
Originally this was a US income trust with facilities in South Dakota, which expanded into specialized medical facilities in Oklahoma and California. The issue is that some of the changes with healthcare regulation on private procedure reimbursements has created headwinds.
Originally this was a US income trust with facilities in South Dakota, which expanded into specialized medical facilities in Oklahoma and California. The issue is that some of the changes with healthcare regulation on private procedure reimbursements has created headwinds.
Some new hospitals coming into their areas were challenging this company's existing facilities, and the stock dropped substantially. He started buying it below $15. Likes the dividend yield, and doesn't think it will get cut. Just announced an acquisition of some US properties. Dividend yield of close to 9%.
Some new hospitals coming into their areas were challenging this company's existing facilities, and the stock dropped substantially. He started buying it below $15. Likes the dividend yield, and doesn't think it will get cut. Just announced an acquisition of some US properties. Dividend yield of close to 9%.
Has had an "up and down" year, and a lot of people are concerned, partially about the "pay in" system in the US medical market. They have surgery centres in the US. A nice little company, and the dividend is well covered by cash flow, but investors are concerned about growth potential and changes to the system. It may be a victim of "there is more excitement elsewhere". Well run and well-managed. He would view this as an income story, not 100% secure income and a relatively small company. Dividend yield of 8.3%.
Has had an "up and down" year, and a lot of people are concerned, partially about the "pay in" system in the US medical market. They have surgery centres in the US. A nice little company, and the dividend is well covered by cash flow, but investors are concerned about growth potential and changes to the system. It may be a victim of "there is more excitement elsewhere". Well run and well-managed. He would view this as an income story, not 100% secure income and a relatively small company. Dividend yield of 8.3%.
This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%. (Analysts’ Price Target is $16.)
This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%. (Analysts’ Price Target is $16.)
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