No. of Recommendations: 0

Some food for thought??

My "contrarian" juices are flowing - big time!
Came across a local stock I recognized (Milwaukee)
in the "Biggest Losers" column awhile back and
have been poking around since and getting more
interested as I learn more.

The whole "assisted living" sector [ALF, HCR, RSCR,
SNRZ, ACR, BLCI, CTEN, ALI, CSU] have generally
"tanked" to less than 1/2 of their 52 week highs.
Several of these to 1/4 & even less. The one I have culled out for interest is currently at 1/10, and
less than 40% of book [ALI].

As a entrepeneur I think I can relate to what has
happened - but maybe I'm just trying to see something
that is not there? Seems these companies have been
growing very rapidly and all hit some kind of "growth
wall" together. Also think I can understand this
as the initial growth was not the number of new
available patients - but rather the number of people
ready to avail themselves to this new service.
BUT demographics seem super, to me, in long run.

Also have to think that we are likely to have a
much larger percent of the population suffering from
mild forms of "dementia" with medical advances being
what they are.

ANYWAY.... I thought this might be interesting
to some of you.

Hope so,

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.