Comment by retiredcfon Sep 29, 2025 3:26pm

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Post# 36731783
RE:RE:Top Pick
RE:RE:Top PickTOP PICK
Sienna Senior Living Inc(SIA-T)
Sep 29, 2025
Retirement + LTC (government funded), both great businesses. Research shows that the retirement side is now experiencing renewed growth. Company projects 95% occupancy levels by year's end or Q1 in 2026. Once that level is achieved, typically really see margins expand and additional revenues drop to bottom line.
Age cohort of 80+ is estimated to grow 8% annually over next 10 years. Supply has fallen off a cliff, and projected to grow only 1%. Plus, new government funding model should see above-average earnings growth for an already high-growth company. Yield is 5.01%.
(Analysts’ price target is $20.44)
Owned
Andrew Moffs
$18.730