RE:Interested in Div but here is the negative sideyour outlook is clearly glass half empty looking to buy cheap shares, here is the real outlook as a whole, short term, one time event, undervalued and when all is said and done it will be a "remember when" story. I don't mean it to sound disrespectful to those who have suffered loses but lets face it flu's and pneumonia are very dangerous to many elders every year. strong businesses have no problem weathering 2-4 month storms ....... .........
epz wrote: NND: They are going to lose patients. Who they serve is the very group that has a 5-20% chance of death. So you have 3-18 months of their patients dieing off (maybe 10 %). They are in the short term probably the least affected. Most care aids and LPNs are only allowed to work at one place so I woulde imagine this will affect a lot of their workers.
MMSH: They are going to get crushed. I can't see half of the entire business of restaurants surviving but do think franchises will have a smaller percent that need to close.
ML: Short term they'll take a hit as the miles driven is going to be miniscule in the next 3-18 months. Benefit is they are best set up for limited contact. Just need people to call in or place credit card on close window and have air on recriculation in the car.
AM: 3-18 month reduction. Could see a small bump after as coupon shopping increases during economic depression.
Sutton: massive reduction in short term. Fine after 2-5 years (this business I know the least though so I could be wrong here)
Oxford: They're not doing a good job capatilizing on online sales and strategies for tele learning from what I see but I'm not a current customer. They could come out of this stronger after a large hit. People will have less money for their services.
When to buy. They have a cash kitty from the recent selling of shares. I would buy right away if they cut the div by 1/4 and did a NCIB.
My perspective is from a small business owner in Healthcare. General public and government doesn't seem to understand how truly dire it is for us.