Extendicare Inc (EXE.TO)

Bought this at $7.01 a few years ago. It hasn't done much lately, but it does pay a $0.04 dividend every month, so the return is better than 5%. He likes this. It’s a great demographic play. They are in senior citizen homes, and the Canadian population is getting older. Provincial governments are often putting more money into the sector. The company has done some takeovers. He is perfectly happy to hold this. It wouldn't surprise him to see it go up to $15. Thinks the dividend is safe.

(Top Pick Mar 1/16, Up 10.57%) They had a loss the last quarter as they discontinued operations in the US. He loves the dividends and loves it as a demographic play. He is happy to hold it.

She likes the seniors housing market. They are expanding their nursing home position, but she prefers CSH.UN-T. She would add this one over EXE-T on a pullback because she prefers private to public.

He is happy with this one. He thinks it will go to $15. It pays a nice dividend. There are not more demographic plays out there than this one. It is a leader in the Canadian space.

This is more of a defensive stock, and its period of seasonal strength tends to be more in the summertime. You want to be an owner of this as you get close to June of each year right through until approximately September.

Doing a lot of organic growth, and once in a while they do a takeover which takes a certain amount of funding. A good demographic play. They were smart and conservative in cutting back their dividend.

Now nearing the upper end of the valuation range. Looking at the Canadian seniors housing market, you have Chartwell (CSH.UN-T), the largest in the space, and this is in the next tier down. The AFFO multiples are very close, and at the high end of the range. They’ve started to expand into home care which is probably why they have done so well. This is an area where there has been pretty robust margins and lots of growth, with government subsidy. There are better areas where you can get higher yield, and even better valuations with growth, but overall it is a good company to own. Dividend yield of 4.6%.

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. Not sure how extensive they are in the US. If he had to buy one, it would be Chartwell. Dividend yield of 4.7%.

Technically, the stock just recently broke to a new recent 3 year high. It is already in an upward trend, and just during the last few days, it has broken through to another new high. The trend is positive at it is outperforming the market.

He bought two years ago and could see it getting to $15 now. He does not see buying it now for growth but the dividend is nice. It is a wonderful demographic play. He is happy to watch it continue to grow, but it is not the 100% upside that he likes to see.

It is in a distinct upward trend. There is an upside potential during the next couple of weeks. It is outperforming the market and has positive momentum.

Prefers Chartwell (CSH.UN-T) as upgraders. At times you can play the 2, one off the other. More recently this has been cheaper, as the Americans especially have been looking to buy Canadian private pay assets, and have driven up some of the pricing, and Chartwell has benefited, which is one of the reasons he holds it.

It is in the right sector. A good mix between public and private facilities. It broke out around $8.75. It has a nice trend. It has some pretty good upside to it if they do all the things they are planning. 5.2% dividend yield.

She likes the seniors housing space and owns another name (CSH.UN-T). They are trying to expand their private pay seniors housing. It will take some time for the stock to reposition itself after selling off the US holdings.

The highs of the last year offer a lot of resistance. This would be a good place to sell. There is not a lot of growth potential in the next year.