Sienna Senior Living Inc

SIA-T

Analysis and Opinions about SIA-T

Signal
Opinion
Expert
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion

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%
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
(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.
COMMENT
COMMENT
February 13, 2019
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
Show full opinionHide full opinion
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
TOP PICK
TOP PICK
January 28, 2019
You benefit from the aging demographic. They are growing their retirement homes. The dividend gets raised every year. (Analysts’ price target is $19.03)
Show full opinionHide full opinion
You benefit from the aging demographic. They are growing their retirement homes. The dividend gets raised every year. (Analysts’ price target is $19.03)
COMMENT
COMMENT
December 19, 2018
Good yield. 65% and declining payout ratio. Balance sheet is improving. Modeling growth of 3.5%. In a normal market, this is not a bad risk/reward place to get some distribution.
Show full opinionHide full opinion
Good yield. 65% and declining payout ratio. Balance sheet is improving. Modeling growth of 3.5%. In a normal market, this is not a bad risk/reward place to get some distribution.
BUY
BUY
September 24, 2018

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.

Show full opinionHide full opinion

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.

TOP PICK
TOP PICK
March 27, 2018

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$)

Show full opinionHide full opinion

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$)

BUY WEAKNESS
BUY WEAKNESS
June 16, 2017

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
May 15, 2017

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.

Show full opinionHide full opinion

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.

WATCH
WATCH
April 18, 2017

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.

Show full opinionHide full opinion

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.

BUY WEAKNESS
BUY WEAKNESS
March 8, 2017

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
February 3, 2017

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.

Show full opinionHide full opinion

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.

TOP PICK
TOP PICK
January 25, 2017

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.)

Show full opinionHide full opinion

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.)

Showing 16 to 30 of 86 entries