Medical Facilities Corp.
DR-T
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Expert
DON'T BUY
DON'T BUY
September 19, 2019
He doesn't cover it, but DR had a disastrous quarter and the wheels came off. He doesn't understand the reason why. He's scared of it. Also, their debt is high. Pays a 14% dividend which likely isn't safe.
He doesn't cover it, but DR had a disastrous quarter and the wheels came off. He doesn't understand the reason why. He's scared of it. Also, their debt is high. Pays a 14% dividend which likely isn't safe.
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HOLD
HOLD
September 16, 2019
They have a strong balance. The dividend is fine. But the issues revolve around their clinics. A new public hospital has stolen some business in South Dakota, and DR had two quarters. He averaged down this year and comfortable to hold it. But he'll keep an eye on the next quarter.
They have a strong balance. The dividend is fine. But the issues revolve around their clinics. A new public hospital has stolen some business in South Dakota, and DR had two quarters. He averaged down this year and comfortable to hold it. But he'll keep an eye on the next quarter.
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BUY
BUY
July 30, 2019
He owns this and tries to buy it under $14 and selling over $16, while collecting a fat dividend. Their recent earnings were less profitable and the company says things will improve going forward. In South Dakota there could be competitive pressure as a large hospital facility has been built. He thinks there is no end of demand for users. He would buy here.
He owns this and tries to buy it under $14 and selling over $16, while collecting a fat dividend. Their recent earnings were less profitable and the company says things will improve going forward. In South Dakota there could be competitive pressure as a large hospital facility has been built. He thinks there is no end of demand for users. He would buy here.
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DON'T BUY
DON'T BUY
July 26, 2019
Did they raise the dividend just to keep investors interested, and is that 9.28% yield stable? Their payout ratio is beyond 100%, a concern. He has owned this in the past. They missed earnings. Decent valuation at 5x EBITDA and cash flow. Balance sheet is okay. They might be able to maintain that dividend. The stock price is a challenge--can it rise? And they need a highly valued stock in order to be a growth-by-acqusition stock. (He isn't aware of a dividend increase, though.)
Did they raise the dividend just to keep investors interested, and is that 9.28% yield stable? Their payout ratio is beyond 100%, a concern. He has owned this in the past. They missed earnings. Decent valuation at 5x EBITDA and cash flow. Balance sheet is okay. They might be able to maintain that dividend. The stock price is a challenge--can it rise? And they need a highly valued stock in order to be a growth-by-acqusition stock. (He isn't aware of a dividend increase, though.)
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BUY
BUY
July 8, 2019
He sold it around $16-17, but still owns it. He would add more shares now. Their Q1 numbers were poor with low Medicare reimbursement rates. The street is worried about new competition. Look at the next earnings, which could boost the stock.
He sold it around $16-17, but still owns it. He would add more shares now. Their Q1 numbers were poor with low Medicare reimbursement rates. The street is worried about new competition. Look at the next earnings, which could boost the stock.
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PARTIAL SELL
PARTIAL SELL
June 28, 2019
The 12% drop on May 9 has continued and not recovered. Markets have a lot of concern about the dividend. Be very careful. Reduce your position for sure. If it drops below $12, could really tumble. Lots of risk right here. Volume is weak.
The 12% drop on May 9 has continued and not recovered. Markets have a lot of concern about the dividend. Be very careful. Reduce your position for sure. If it drops below $12, could really tumble. Lots of risk right here. Volume is weak.
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Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
$12.390
Unknown
HOLD
HOLD
May 23, 2019
They had a weak quarter. People are worried about the debt level which is high. He likes the business model. It will work out over the long term. He will probably buy in 2-3 months when he gets more comfortable with the situation.
They had a weak quarter. People are worried about the debt level which is high. He likes the business model. It will work out over the long term. He will probably buy in 2-3 months when he gets more comfortable with the situation.
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WATCH
WATCH
May 10, 2019
He feels the pain in the sell off as he owns it. It trades 6 times cash flow. He doesn't think they are over levered, but feels the dividend may be at risk. Watch this closely. Yield 7%.
He feels the pain in the sell off as he owns it. It trades 6 times cash flow. He doesn't think they are over levered, but feels the dividend may be at risk. Watch this closely. Yield 7%.
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WATCH
WATCH
February 27, 2019
He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump.
He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump.
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HOLD
HOLD
February 26, 2019
5-year outlook He's trimmed his holdings as it rallied to $16. There's competition coming in South Dakota. Long-term it depends on how well they acquire new surgical centres.
5-year outlook He's trimmed his holdings as it rallied to $16. There's competition coming in South Dakota. Long-term it depends on how well they acquire new surgical centres.
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BUY
BUY
January 7, 2019
The company operates a series of surgical clinics and drop in clinics. The dividend is safe. Their debt is high but they own a lot of real estate so that justifies it.
The company operates a series of surgical clinics and drop in clinics. The dividend is safe. Their debt is high but they own a lot of real estate so that justifies it.
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HOLD
HOLD
January 4, 2019
Pretty good and boring. Hold during market downturns. A sideways trend and a high yield is positive. In a $14-16 trading range. A pretty safe stock. If it breaks through $14, sell.
Pretty good and boring. Hold during market downturns. A sideways trend and a high yield is positive. In a $14-16 trading range. A pretty safe stock. If it breaks through $14, sell.
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Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
$15.290
Unknown
PAST TOP PICK
PAST TOP PICK
November 14, 2018
(A Top Pick Dec 11/17, Up 21%) Pays over 7% dividend. This stock could really go. They own little surgical hospitals and outpatient clinics. They have a deal where doctors own the real estate and manage, while they share in the profits with DR. A very good model
(A Top Pick Dec 11/17, Up 21%) Pays over 7% dividend. This stock could really go. They own little surgical hospitals and outpatient clinics. They have a deal where doctors own the real estate and manage, while they share in the profits with DR. A very good model
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PAST TOP PICK
PAST TOP PICK
October 18, 2018
(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.
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DON'T BUY
DON'T BUY
July 31, 2018
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.
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