Sunrise Assisted Living

SRZ-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about SRZ-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 4, 2009
Not a big fan of this one. Would prefer other places in the healthcare/REIT sector. Likes the theme long-term because the emerging baby boomer is a major play. Likes Senior Housing Properties (SNH-N).
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Not a big fan of this one. Would prefer other places in the healthcare/REIT sector. Likes the theme long-term because the emerging baby boomer is a major play. Likes Senior Housing Properties (SNH-N).
BUY
BUY
December 15, 2008
Loves it. Believes it to be an opportunity, but recommends it to be just part of your portfolio. Possible takeover target.
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Loves it. Believes it to be an opportunity, but recommends it to be just part of your portfolio. Possible takeover target.
DON'T BUY
DON'T BUY
April 23, 2008
Sold his holdings about 2 years ago because they still had not come out with their audited financial papers. Demographics are perfect. Management team created their own accounting system and are under investigation right now.
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Sold his holdings about 2 years ago because they still had not come out with their audited financial papers. Demographics are perfect. Management team created their own accounting system and are under investigation right now.
BUY
BUY
November 9, 2006
Have all their accounting situations out of the way. Expect revised statements by yearend. They are confident they will not have to consolidate/joint venture outside of the company. Annual cost increases are about 5.5%. Undervalued.
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Have all their accounting situations out of the way. Expect revised statements by yearend. They are confident they will not have to consolidate/joint venture outside of the company. Annual cost increases are about 5.5%. Undervalued.
PAST TOP PICK
PAST TOP PICK
October 20, 2006
(A Top Pick Oct 21/05. Down 3%.) Roller-coaster ride. Demographics are very good. Good partnerships. They buy land, develop it, sell it and remain as property managers. Got hit when there was a change in accounting standards. Good price.
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(A Top Pick Oct 21/05. Down 3%.) Roller-coaster ride. Demographics are very good. Good partnerships. They buy land, develop it, sell it and remain as property managers. Got hit when there was a change in accounting standards. Good price.
PAST TOP PICK
PAST TOP PICK
August 17, 2006
(A Top Pick May 8/06. Down 28.5%.) Should not have picked this the day before the earnings came out! (Ouch) Will probably go sideways for a while but he is continuing to buy it but it may be ’07, ‘08 before you see the change in the accounting policy start to recoup the earnings again.
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(A Top Pick May 8/06. Down 28.5%.) Should not have picked this the day before the earnings came out! (Ouch) Will probably go sideways for a while but he is continuing to buy it but it may be ’07, ‘08 before you see the change in the accounting policy start to recoup the earnings again.
BUY
BUY
May 25, 2006
Earnings have come out but earnings from a joint venture have not come through yet but the costs are still showing. This will hurt their earnings in the near term, but it will help them down the road. Long-term the demographics are still there.
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Earnings have come out but earnings from a joint venture have not come through yet but the costs are still showing. This will hurt their earnings in the near term, but it will help them down the road. Long-term the demographics are still there.
TOP PICK
TOP PICK
May 8, 2006
24 hour care. Very fractured industry with lots of ma & pa residences so they have lots of room to grow into. Demographic trend is in their favour. They buy the land, but the building on, and then sell the property but manage it earning 8/9% a year. Earnings are coming out today, so wait before buying.
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24 hour care. Very fractured industry with lots of ma & pa residences so they have lots of room to grow into. Demographic trend is in their favour. They buy the land, but the building on, and then sell the property but manage it earning 8/9% a year. Earnings are coming out today, so wait before buying.
BUY
BUY
February 27, 2006
This stock is doing well. It is a good sector to be in. He would consider owning it. Small risk stock.
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This stock is doing well. It is a good sector to be in. He would consider owning it. Small risk stock.
BUY
BUY
January 18, 2006
They have been going through a change in the company structure by going away from owning retirement homes to managing them. They should soon be debt free and the dividends should start to be reinstated.
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They have been going through a change in the company structure by going away from owning retirement homes to managing them. They should soon be debt free and the dividends should start to be reinstated.
TOP PICK
TOP PICK
October 21, 2005
The demographics are certainly in their favour. They buy land, build seniors' homes, sell it and become managers. No debt. May see a dividend come through in the near future.
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The demographics are certainly in their favour. They buy land, build seniors' homes, sell it and become managers. No debt. May see a dividend come through in the near future.
PAST TOP PICK
PAST TOP PICK
June 28, 2005
(A Top Pick Dec 8/04. Up 17%.) Has the demographics of an aging population. Just got rid of their mortgages so the margins are better.
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(A Top Pick Dec 8/04. Up 17%.) Has the demographics of an aging population. Just got rid of their mortgages so the margins are better.
TOP PICK
TOP PICK
December 8, 2004
A demographic play of aging population. Free of debt. More into the property management side of the business. Cash flow is getting to a point where they may institute a dividend.
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A demographic play of aging population. Free of debt. More into the property management side of the business. Cash flow is getting to a point where they may institute a dividend.
BUY
BUY
July 15, 2004
A good demographic play. Buying on dips at around $30. No debt. Will be a slow grower.
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A good demographic play. Buying on dips at around $30. No debt. Will be a slow grower.
PAST TOP PICK
PAST TOP PICK
December 11, 2003
(A past top pick June 17/03. Up 49%.) Expects it to go higher. Have paid most of their debt. Profits should rise. Considered as a long-term 9/10% reverse annuity.
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(A past top pick June 17/03. Up 49%.) Expects it to go higher. Have paid most of their debt. Profits should rise. Considered as a long-term 9/10% reverse annuity.
TOP PICK
TOP PICK
June 17, 2003
Likes it for the aging demographics.
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Likes it for the aging demographics.
BUY
Expanding into the UK.
TOP PICK
TOP PICK
May 15, 2002
Good earnings. Very cheap at 10 X earnings. Expanding well.
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Good earnings. Very cheap at 10 X earnings. Expanding well.
STRONG BUY
STRONG BUY
April 3, 2002
Likes the way they build retirement homes and then lease them back, becoming property managers.
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Likes the way they build retirement homes and then lease them back, becoming property managers.
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