Sienna Senior Living, CVS Health and 12 of the Top the Healthcare Stocks to Buy
As baby-boomers retire in large number, the healthcare industry is expected to grow sharply. Retirement homes and long-term care facilities are going to face higher demands. Healthcare is also a more defensive sector for those who are looking for a safer investment choice. It’s also a very diverse field including insurance, medical technology, and care among others. Here are our 12 top picks to take advantage of population trends and healthcare.
Baby-boomers are set to retire in large numbers in the next few years, and among them, 70% of those aged 65 and over will need some long-term care services. Are you ready to deal with the financial stress of long-term care? Here are some tips to better prepare yourself so that you can live stress-free your golden years.
👨⚕️ Healthcare
Sienna Senor Living Inc (SIA-T)
They used to be mostly long-term care but is now in short term rentals and they are growing their retirement homes. As the population ages, the demand will grow even stronger. They also have Leisure World product which receives government funding, which gives them some stability.
Opinion about SIA.TO: High yield + price appreciation over 5 years? Squarely within definition of growth for next 5 years. 42 LTC (97% occupied), 40…
Stockchase Brookdale Senior Living (BKD-N)
They are the largest owner and operator of senior living communities in the U.S.. A very good defensive name. John Stephenson says that any kind of movement up in the housing market or consumer confidence brings a level of increase into the facilities.
Opinion about BKD: The largest senior living company in the US. Have about 1100 facilities. There is a lot of talk about splitting off their real…
Stockchase Capital Senior Living (CSU-N)
They operate senior living communities and assisted living centers in the United States. 98% of their facilities are private pay. Their occupancy is close to 90%.
Opinion about CSU: Has excellent demographics being a seniors’ home. Occupancy is close to 90%. Have been able to increase rates every year.…
Stockchase Chartwell Seniors Housing (CSH.UN-T)
This is the largest participant in the Canadian seniors housing sector. They also have a higher level of long term care facilities. The demographics play in their favor. Christine Poole says that the 75-year-plus population is expected to double in the 20 next years, and this would be a good play on that.
Opinion about CSH.UN.TO: (A Top Pick Nov 30/23, Up 53%) Sees more upside from here. Occupancy levels have crept back up to over 90%. Fantastic demand…
Stockchase CVS Health Corp (CVS-N)
An American retail pharmacy and health care company. A great balance sheet and they pay a good yield. Earnings are improving as they do the right things.
Opinion about CVS: Company fundamentals are challenging. On paper, looks like a good model. But in practice, fail after fail. Overhang of healthcare…
Stockchase Align Technology Inc (ALGN-Q)
They are a manufacturer in 3D digital scanners and a clear aligners used in orthodontics. This falls into the medical device category, which is a very attractive space. Their technology for braces for teeth appeals to mature individuals who wants something less conspicuous.
Opinion about ALGN: His investment team has been debating this for a year. He really likes the company. This has technology for braces for teeth,…
Stockchase Anthem Inc (ANTM-N)
This is an American health insurance company that is the largest for-profit managed health care company in the Blue Cross and Blue Shield Association. They are also part of Obama Care and Medicaid.
Opinion about ANTM: A large US health insurer (40 million Americans) and highly profitable. They'll make $26/share next year. Cheap at 12x earnings,…
Stockchase Cigna Corp. (CI-N)
They are an American worldwide health services organization. Seniors over 65 pay three times more on healthcare than those under 65. This company could also benefit from the Affordable Care Act.
Opinion about CI: Do the benefits programs for a lot of small and medium sized businesses and individuals and will benefit from Obama care. It has…
Stockchase Humana Inc (HUM-N)
A for-profit American health insurance company that has over 13 million patients.
Opinion about HUM: (A Top Pick Oct 28/19, Up 41%) He trimmed it but still owns it. He likes their focus on the Medicare segment of the healthcare…
Stockchase Helius Medical Technologies (HSM-T)
A medical technology company that recently received Health Canada approval for a new brain stimulation medical device.They are going through FDA approval in the U.S.. If this gets approved, they will be a billion dollar business.
Opinion about HSM.TO: Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain…
Stockchase Johnson & Johnson (JNJ-N)
A well known multinational medical devices, pharmaceutical and consumer packaged goods manufacturing company. It’s a conglomerate of consumer, medical devices and pharma divisions. They’ve recently reported strong earnings. A name you can’t really go wrong with.
Opinion about JNJ: It reports Tuesday when we should get a legal update about those suing JNJ for cancer allegedly being in their talcum powder. It's…
Stockchase 💹 ETF
iShares DJ Medical Devices E.T.F. (IHI-N)
iShares DJ Medical Devices E.T.F. (IHI-N): A well-diversified and global medical and health device E.T.F.. This is a good choice for those wanting to diversify away from big pharma with an overlay of healthcare technology, a growing field.
Opinion about IHI: (A Top Pick Jul 11/18, Up 19%) A great example of demographic and diabetes trends that has created huge growth in demand. A sad,…
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