Sienna Senior Living Inc T.SIA

Pre-covid = $19.72

[flamingogold]

Feb 19, 2020 just before the world shuttered for covid this was trading for $19.72. At $15 today this is still dirt cheap as it sits 31% below that level.

Ground zero for covid was LTC. That time has passed. Four years later we are that closer to a long term care crises and shortage of beds for a rapidly aging society. The next 10 -15 years will see the greatest demand in the sector.

[colombuss]

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[flamingogold]

Good point... even more data to support how undervalued this still is.

[BlueJay2020]

Sorry, unless inflation of revenue is far iutstripping inflation of costs, inflation should not affect the SP. As we have seen, there is a lag between the two, but that's all. Plus, interest rates are higher than 2018 and will likely be for some time. i would, however, buy into an SP of $20 by end of 2027.

[colombuss]

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[colombuss]

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[BlueJay2020]

Still don't buy it. If you could magically increase an SP through inflation, we'd all be fully invested in Zimbabwe.  

[colombuss]

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[colombuss]

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[colombuss]

This post has been removed in accordance with Community Policy