John Stephenson
Brookdale Senior Living
BKD-N
TOP PICK
May 06, 2015
The largest senior living company in the US. Have about 1100 facilities. There is a lot of talk about splitting off their real estate and making the operating company a REIT. That could be a huge catalyst for them. You have the positive theme of aging demographics. Any kind of movement up in the housing market or consumer confidence brings a level of increase into the facilities. People tend to stay there for a long time. Very stable cash flow.
(A Top Pick May 6/15. Down 46.75%.) A very good defensive name in general. Probably got tarred with the same brush as healthcare. Still thinks this is a good company, but he left because the price volatility was too hard.
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The largest senior living company in the US. Have about 1100 facilities. There is a lot of talk about splitting off their real estate and making the operating company a REIT. That could be a huge catalyst for them. You have the positive theme of aging demographics. Any kind of movement up in the housing market or consumer confidence brings a level of increase into the facilities. People tend to stay there for a long time. Very stable cash flow.