RE:RE:What do we do while waiting for Q1 results?I'll throw in a couple of my favourites, Canadian companies with US focus
HOT.UN, American Hotel Income Properties REIT, unusual and very stable business model, they sell hotel rooms to railroads, all US rails, 75% utilization from that alone, large moat for the business model, market yield 8.7%, good interview with CEO last week on BNN, have held for over a year
DR, Medical Facilities Corp. (TSX:DR) owns a controlling interest in five specialty surgical hospitals and an ambulatory surgery centre in the United States. It pays a monthly dividend of $0.09375 per share, or $1.125 per share annually, which throws a 7.5% yield at current levels.
TMC, Timbercreek Mortgage, bit of a fringe play, gets beat up alot, but pays out 9% now
TZZ, Trez Capital, same as TMC, got beat up, but throws off 8.8% now