Sienna Senior Living Inc (SIA.TO) Buy, Sell…

Sienna Senior Living Inc (SIA.TO)

19.36

+0.04 (0.21%)

as of Oct 14, 2026, 8:00:00 pm Market Open.

306 watching

COMMENT

Competes with CSH.UN, a sector she likes for its aging demographics. This dividend is safe. Half their business is public long-term care, the other being private seniors homes. Their occupancy rate has risen faster than CSH's. Prefers CSH because it will operate 100% privately paid, as it sells its public operations.

DON'T BUY

Strong dividend, but not much room for upside in the stock. Balance sheet is in question as there is a lot of debt. Not much room for M&A. Occupancy levels in senior living centers are down (Covid-19 impact).

BUY

LTC and retirement homes. Tremendous demographic growth profile. Very inexpensive valuations. A lot of US money is coming into the space. More supply will get built. He owns CSH.UN for clients.

BUY ON WEAKNESS

Half is retirement space and half is nursing home space. It is an occupancy story and has operating exposure. Discounted with lots of value. Buy on pullbacks but watch closely.

PAST TOP PICK

(A Top Pick Dec 24/20, Up 12%) Has very good organic growth. Covid-19 costs will reduce. Increased demand in long term care facilities as population ages.

DON'T BUY

SIA vs. CSH.UN Likes the industry because of the demographics. CSH.UN is her preference, as 90% revenue is from retirement homes and only 10% from LTC. This mix is better than SIA's. CSH.UN's occupancy rate declined during Covid to 78%. Returning to pre-pandemic levels will take time and be lumpy. Both companies have high vaccination rates. CSH.UN has a very attractive multiple, and she's buying it with new client money.

PAST TOP PICK

(A Top Pick Sep 22/20, Up 36%) Occupancy rates are rising again. Resumption of organic growth. Demographics are phenomenal. Strong balance sheet. Compelling valuation. Yield is 6.5%, which is totally safe.

HOLD

It was a great buy at the start of the pandemic. Right now it has recovered, but the balance sheet is somewhat stretched. Don't go out and buy it.

PAST TOP PICK

(A Top Pick Sep 22/20, Up 40%) It is a very well managed company. Occupancy rates are increasing. The dividend is perfectly safe. Growth is starting up again as they build new residences.

PAST TOP PICK

(A Top Pick Jun 16/20, Up 75%) Time to buy when fear is greatest and the news is negative. High vacancy rates are slowly waning. Solid balance sheet, safe dividend. Continued demand. Pandemic has caused costs to rise, but government is providing funding. Building new facilities, so company will start growing again.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Somewhat still cautious on the sector. They had good numbers and revenue decreased by only 2.7% all things considered. Cash flow improved marginally and debt declined. Payout is now 59%. Vaccination of residents is going well and the worst is probably over here. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Jun 16/20, Up 57%) Leader in LTC and retirement homes. Huge demand and backlog. Strong balance sheet, dividend is totally safe. Tailwind of aging demographics. Operating costs have gone up in the industry, but government is subsidising and will also fund new projects.

PAST TOP PICK

(A Top Pick Apr 28/20, Up 16%) They own 80 LTCs in BC and Ontario. SIA got hit by negative headlines during Covid (seniors died) and higher vacancy rates. This is transitory. Long-term, the number of seniors will double in 15 years in Canada and vacancies should decline. SIA has a solid balance sheet and pays a safe 6.6% dividend yield, guaranteed in part by government-guaranteed cash flows from their long-term care centres. The pandemic has forced governments to modernize this sector, so there will be more government funding to upgrade these LTCs. Expect growth to resume next year.

DON'T BUY

He did buy it last year and it got absolutely crushed. Occupancy rates are going to decline because you can't tour the facilities. They got hit harder than the rest of the seniors homes. He does not own it any more. There is short term risk until the pandemic actually passes.

TOP PICK

Down 30% on the year. Learned a lot through Covid. A demographic play. There will be more regulations, but their very strong management can handle it. Pandemic costs will create some near-term volatility. Yield is 6.82%. (Analysts’ price target is $14.38)

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Sienna Senior Living Inc (SIA.TO)