Sienna Senior Living Inc
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Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.
Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.
Their business is short term rentals and they have pricing power. They aren't subject to rent controls. There is no interest rate risk here. He really likes this company in this sector.
This used to be mostly long-term care but is now 50/50 retirement housing, which is like leasing apartments. Prices will go up with interest rates and inflation. The dividend is safe. This stock barely budged over the turmoil of the last month. The big competitor, Chartwell, trades at a much higher multiple. (Analysts’ price target is 19.42$)
This used to be mostly long-term care but is now 50/50 retirement housing, which is like leasing apartments. Prices will go up with interest rates and inflation. The dividend is safe. This stock barely budged over the turmoil of the last month. The big competitor, Chartwell, trades at a much higher multiple. (Analysts’ price target is 19.42$)
Senior living accommodations are long-term winners. This has a much lower growth rate at about 2.5% than Chartwell (CSH-T) at about 5%. Trading at around 13X, well above its five-year average at about 12X. Also, its balance sheet is a little more levered. If you own this, that’s fine, but he wouldn’t be putting new money into the name right now. He would rather go with Chartwell.
Senior living accommodations are long-term winners. This has a much lower growth rate at about 2.5% than Chartwell (CSH-T) at about 5%. Trading at around 13X, well above its five-year average at about 12X. Also, its balance sheet is a little more levered. If you own this, that’s fine, but he wouldn’t be putting new money into the name right now. He would rather go with Chartwell.
Demographically this is good. However, it has less growth than some of his other choices in stocks. If you can take marginally more risks, he would prefer a pipeline or an energy stock.
Demographically this is good. However, it has less growth than some of his other choices in stocks. If you can take marginally more risks, he would prefer a pipeline or an energy stock.
Has a number of seniors’ homes that they will be renovating over the next few years, and he is a little concerned about how that steps out on their financials. A well-run organization, and you are getting government pay homes as well as retirement homes giving you an anchor of stability while you are getting the growth on the retirement side as well. It has had a bit of a run, so perhaps you should wait for a pullback.
Has a number of seniors’ homes that they will be renovating over the next few years, and he is a little concerned about how that steps out on their financials. A well-run organization, and you are getting government pay homes as well as retirement homes giving you an anchor of stability while you are getting the growth on the retirement side as well. It has had a bit of a run, so perhaps you should wait for a pullback.
Chart shows a fairly good uptrend from 2013. Looking a little tired recently, but it managed to break out. Retesting old highs is always bullish. Buy on the retracement, and it should make new highs soon, within the next few months.
Chart shows a fairly good uptrend from 2013. Looking a little tired recently, but it managed to break out. Retesting old highs is always bullish. Buy on the retracement, and it should make new highs soon, within the next few months.
This has a lot of redevelopment to do, which has kept him out of the stock. For a long-term holder, he doesn’t see any particular risk. While they have expanded into retirement homes, they also have Leisure World product which receives government funding. They have to spend a lot of money taking the older products and turning it into newer products.
This has a lot of redevelopment to do, which has kept him out of the stock. For a long-term holder, he doesn’t see any particular risk. While they have expanded into retirement homes, they also have Leisure World product which receives government funding. They have to spend a lot of money taking the older products and turning it into newer products.
Management has shown to be very effective in growing through development and acquisition. They are focused in various areas but the home base is in Ontario where there is a waiting list of about 25,000 people for long-term care beds. Dividend yield of 5.27%. (Analysts’ price target is $13.35.)
Management has shown to be very effective in growing through development and acquisition. They are focused in various areas but the home base is in Ontario where there is a waiting list of about 25,000 people for long-term care beds. Dividend yield of 5.27%. (Analysts’ price target is $13.35.)
Great company. They have some government-funded assets, but are also expanding more into the private pay. There is a lot of growth there. If you are a REIT investor, you want to have exposure to the seniors living space, because it is going to outperform any of the other REITs over the next cycle.
Great company. They have some government-funded assets, but are also expanding more into the private pay. There is a lot of growth there. If you are a REIT investor, you want to have exposure to the seniors living space, because it is going to outperform any of the other REITs over the next cycle.
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Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.