DR.TO

1. September 2026 1 entry
   Sep 3, 2026

   Substack · Blindspot Value

   Medical Facilities Corp (TSX:DR) – A special situation + possible wind-down at <2/3 of NAV

   Two top-tier hospitals are trading at <6x EBITDA. A management team committed to buybacks may sell these assets at ~10x EBITDA. An investor also gets paid a >10% FCF yield plus ~4% growth for waiting.

   DR.TO2,858 words

   Since publication −4.8% α −2.9 pp vs S&P/TSX · CAD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.