Sienna Senior Living Inc

SIA-T

Analysis and Opinions about SIA-T

Signal
Opinion
Expert
COMMENT
COMMENT
March 11, 2020
Not a lot of growth. 65% payout ratio. Balance sheet is not bad. Good valuation. Down because it's not the most liquid stock, and there's a flight to quality. Investors are rotating out of REITs into cyclicals. In markets like this, everything goes to cash or to high quality. Yield is 6.3%.
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Not a lot of growth. 65% payout ratio. Balance sheet is not bad. Good valuation. Down because it's not the most liquid stock, and there's a flight to quality. Investors are rotating out of REITs into cyclicals. In markets like this, everything goes to cash or to high quality. Yield is 6.3%.
BUY
BUY
March 5, 2020
It operates in the healthcare sector. Half the earnings are from long term care. It is a great asset glass. There is a great supply of seniors waiting to get in. It has a nice dividend yield.
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It operates in the healthcare sector. Half the earnings are from long term care. It is a great asset glass. There is a great supply of seniors waiting to get in. It has a nice dividend yield.
PAST TOP PICK
PAST TOP PICK
February 24, 2020
(A Top Pick Jan 28/19, Up 11%) He likes the company. They are nicely diversified. It pulled back last week because there was a bit of over capacity in a couple of markets. They are generating great cash flow and paying down debt.
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(A Top Pick Jan 28/19, Up 11%) He likes the company. They are nicely diversified. It pulled back last week because there was a bit of over capacity in a couple of markets. They are generating great cash flow and paying down debt.
BUY
BUY
February 21, 2020

He likes the company. On a larger theme, they will benefit from the retirement home trend and are subsidized by the government. The industry is ripe for consolidation. He also likes the dividend. Yield 5%

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He likes the company. On a larger theme, they will benefit from the retirement home trend and are subsidized by the government. The industry is ripe for consolidation. He also likes the dividend. Yield 5%

Ian Fung

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Price
$18.110
Owned
Unknown
TOP PICK
TOP PICK
February 19, 2020

He also owns Chartwell, another seniors' home stock. It's a demographic play on seniors' homes. Pays a dividend over 4%. The fundamentals for this sector--a shortage of beds for seniors--beg for investment. (Analysts’ price target is $20.50)

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He also owns Chartwell, another seniors' home stock. It's a demographic play on seniors' homes. Pays a dividend over 4%. The fundamentals for this sector--a shortage of beds for seniors--beg for investment. (Analysts’ price target is $20.50)

HOLD
HOLD
February 13, 2020

Chose Chartwell, as it's the largest in Canada. If you own it, keep holding. Chartwell trades at a premium, and she knows management.

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Chose Chartwell, as it's the largest in Canada. If you own it, keep holding. Chartwell trades at a premium, and she knows management.

HOLD
HOLD
February 5, 2020
He does not own this one. There will be more senior needs going forward, so they are well positioned. A positive longer term story. He owns different REITs instead. Watch were interest rates are going as changes in expectations can change valuations. A good investment for the long term time horizon.
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He does not own this one. There will be more senior needs going forward, so they are well positioned. A positive longer term story. He owns different REITs instead. Watch were interest rates are going as changes in expectations can change valuations. A good investment for the long term time horizon.
BUY
BUY
January 15, 2020

Defensive REIT that pays income. Nursing and retirement homes, mostly in Ontario (where there is a bed shortage of 35,000) and BC. Strong managers and good dividend. He expects the Ontario government will solve this shortage by mid-2020 (allow more nursing homes) that will benefit Sienna and CSH.UN-T. This is very defensive. You can sleep at night owning this.

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Defensive REIT that pays income. Nursing and retirement homes, mostly in Ontario (where there is a bed shortage of 35,000) and BC. Strong managers and good dividend. He expects the Ontario government will solve this shortage by mid-2020 (allow more nursing homes) that will benefit Sienna and CSH.UN-T. This is very defensive. You can sleep at night owning this.

PAST TOP PICK
PAST TOP PICK
December 12, 2019
(A Top Pick Jan 28/19, Up 12%) It is a very safe stock and you collect the growing dividend. He likes the defensive characteristics and the demographics.
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(A Top Pick Jan 28/19, Up 12%) It is a very safe stock and you collect the growing dividend. He likes the defensive characteristics and the demographics.
WEAK BUY
WEAK BUY
December 2, 2019
They hold retirement communities. To be honest, it's not incredibly hard to build such facilities, but aging demographics are a tailwind. It's not one of his top holdings, but belongs in a portfolio.
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They hold retirement communities. To be honest, it's not incredibly hard to build such facilities, but aging demographics are a tailwind. It's not one of his top holdings, but belongs in a portfolio.
COMMENT
COMMENT
November 27, 2019
Best REIT for Income? SIA is a $1.2 billion market cap and a 5.1% yield. The timing is good to buy as they had a soft quarter this transitory. They own 7000 long term care residents and 3200 retirement homes. They are well positioned in Ontario, where the government is struggling to incent more growth. It is probably worth $22-$23 per share.
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Best REIT for Income? SIA is a $1.2 billion market cap and a 5.1% yield. The timing is good to buy as they had a soft quarter this transitory. They own 7000 long term care residents and 3200 retirement homes. They are well positioned in Ontario, where the government is struggling to incent more growth. It is probably worth $22-$23 per share.
BUY
BUY
November 4, 2019
It is a very safe investment and he likes it. They operate seniors homes as well as nursing homes. He thinks it could worth $22 or higher. It is very defensive and a has a very supported distribution yield.
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It is a very safe investment and he likes it. They operate seniors homes as well as nursing homes. He thinks it could worth $22 or higher. It is very defensive and a has a very supported distribution yield.
BUY
BUY
June 19, 2019

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.

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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.

DON'T BUY
DON'T BUY
May 17, 2019
It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%. Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while. Yield 4.84%
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It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%. Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while. Yield 4.84%
PAST TOP PICK
PAST TOP PICK
March 27, 2019
(A Top Pick Mar 27/18, Up 13%) Second biggest after Chartwell. Safe, defensive play in a volatile market. Attractive growing dividend in low interest rate environment. Trading at a huge, unwarranted discount to the apartment sector. Conservative stock for your portfolio, reasonably priced. Demographic tailwind. Not too much government regulation.
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(A Top Pick Mar 27/18, Up 13%) Second biggest after Chartwell. Safe, defensive play in a volatile market. Attractive growing dividend in low interest rate environment. Trading at a huge, unwarranted discount to the apartment sector. Conservative stock for your portfolio, reasonably priced. Demographic tailwind. Not too much government regulation.
Showing 1 to 15 of 82 entries

Sienna Senior Living Inc(SIA-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 11

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, 11 stock analysts published opinions about SIA-T. 8 analysts recommended to BUY the stock. 1 analyst 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 Greg Newman on 2020-03-11. 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?

11 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 2020-04-08, Sienna Senior Living Inc (SIA-T) stock closed at a price of $12.41.