Sienna Senior Living Inc LWSCF

Anticipating results..

[BlueJay2020]

Nice to see a healthy run-up in the price today.  I do have a slight concern that less than excellent results will result in a 4-5 percent pull-back after such a good run up.  As the SP increases the margin for error reduces.  Not only that, but you then find yourself looking for what growth opportunities there might be once occupancy ticks up to a level that's hard to improve on.  It is coming time for some serious offence to be played on the investment side of things.

[flamingogold]

Post covid resistance is still over a buck higher at $16.85. Pre-covid is around $20. There's still room to move higher. Demand for retirement and LTC beds are only going to increase with every day, every week, month and year for the next 10-20 years.

[BlueJay2020]

I don't how how comparable the  pre-COVID era is to today - interest rates for example - but yep, longer-term it all looks positive.  But demographics dictate that expansion is going to be required, either by acquisition or DIY.  Personally, I'd prefer consolidating properties that have spare capacity and bringing them up to Sienna's operational standards then doing new