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Investor Insights

This summary was created by AI, based on 7 opinions in the last 12 months.

The experts have mixed opinions on Sienna Senior Living Inc. Some feel that the company is managed well and has strong demand from the aging population, while others have concerns about operating costs, debt load, and lack of potential for growth. However, they all agree that the pandemic has posed challenges, especially in terms of labor, and that the company's financial results have been relatively stable.

Consensus
Mixed
Valuation
Fair Value
DON'T BUY

He recommended this when shares were beaten up during Covid. The government wasn't going to let SIA fail. But he sold all shares around $14, because operating costs (labour) will forever will be higher. It's a tougher business now, though SIA is managed well and demand is huge from the aging population.

other services
DON'T BUY

Private pay plus long-term care. LTC accounts for over half its business, government regulated, less potential for growth. Pandemic costs are waning. Likes the sector demographics. She owns CSH.UN instead.

other services
DON'T BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Adjusted revenue increased by 5.6%, and the company focused on operating efficiencies which led to NOI growth and a double-digit increase in Operating Funds from Operations. Its occupancy grew by 2.5% in Long-Term-Care, and during the quarter it paid down credit facilities, increased its liquidity, and extended its weighted average term to maturity of debt. Higher interest rates may increase its interest expenses in the coming years, but management still expects 1.0% to 1.5% growth in its 2023 operating margins in its retirement segment. These results were OK, but the company does trade at a high valuation and has a high debt load with a net debt/EBITDA ratio of 8.9X. We feel this will take some time to see positive momentum.
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other services
COMMENT

It should get back to pre-pandemic levels but there are better growth opportunities elsewhere. Their investment in this space is in Chartwell which is all private pay and is no longer in the long term care business.

other services
PARTIAL SELL

Pandemic challenges continue, especially for labour. Good, long-term business. Costs have increased. Demand is still there. Starting to come back. Debt. Won't see dividend increases soon. If it goes up, take some money off the table. Better places to put your money.

other services
BUY

Likes senior living space.
Has been investing in private REIT space for seniors.
Trend that will last for decades.
Current share price presenting value.
Would recommend buying.

other services
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

The quarter for SIA looked fine. Net operating income was up 9.9% with retirement up 11% and LTC up 9.1%. Occupancy was up to 88% in the retirement business with LTC at 97% occupancy. They were also able to increase rates by 5% and the outlook sounds largely optimistic. 

Its not our favourite sector in general but things are moving in the right direction and think a case can be made if looking for something with an outsized yield.
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other services
HOLD

Previously, a very stable business with a nice distribution yield. The pandemic threw all this out the window. Difficulties on occupancy and labour costs. Very solid management. Pursuing attractive growth opportunities. Retirement portfolio has done surprisingly well throughout the pandemic. Challenge on LTC side will hopefully pass. Difficult stock, but you'll be rewarded long term.

other services
DON'T BUY
She owns CSH.UN instead. Divested from long-term care, now 100% private pay. LTC is subsidized by the government. Both are facing higher wages and input costs, and it will take a while for occupancy to ramp up.
other services
BUY
Are operating at 6x debt to EBITDA. The biggest rest for the seniors' homes was Covid, but they endured that. The occupancy rate is picking up again. Long-term, this is a great demographic play as the population ages. The 7.8% dividend is safe. Not that much growth, apart from acquisitions.
other services
BUY
Believes is a good long term investment with a safe dividend. Will see volatility in share price as pandemic eases. Hesitation on senior centers given Covid-19. Demand for services not going away.
other services
BUY
For a dividend seeker? Solid name. Trades at 14% discount to NAV. Outperformed CSH.UN on occupancy. Low expectations on the street. Once the market starts to focus on 2024, has good upside. Great name for a nice dividend, plus growth.
other services
BUY
For a dividend seeker? Outstanding job of growing by acquisition. Managing properties well. Increasing need. Competition, rising labour costs. Comfortable owning it for steady yield. Yield around 6%, looks sustainable.
other services
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.
other services
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).
other services
Showing 1 to 15 of 121 entries

Sienna Senior Living Inc(SIA-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 6

Stockchase rating for Sienna Senior Living Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Sienna Senior Living Inc(SIA-T) Frequently Asked Questions

What is Sienna Senior Living Inc stock symbol?

Sienna Senior Living Inc is a Canadian stock, trading under the symbol SIA-T on the Toronto Stock Exchange (SIA-CT). It is usually referred to as TSX:SIA or SIA-T

Is Sienna Senior Living Inc a buy or a sell?

In the last year, 6 stock analysts published opinions about SIA-T. 1 analyst recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Sienna Senior Living Inc.

Is Sienna Senior Living Inc a good investment or a top pick?

Sienna Senior Living Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Sienna Senior Living Inc.

Why is Sienna Senior Living Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Sienna Senior Living Inc worth watching?

6 stock analysts on Stockchase covered Sienna Senior Living Inc In the last year. It is a trending stock that is worth watching.

What is Sienna Senior Living Inc stock price?

On 2024-05-17, Sienna Senior Living Inc (SIA-T) stock closed at a price of $14.94.