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Sienna Senior Living Inc. (SIA $21.32)
- $21.32 P/E (TTM): 48.22X Cap: $2B
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Sienna Senior Living Inc. (SIA $21.32)
- $21.32 P/E (TTM): 48.22X Cap: $2B
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Q: Which company would be best to own?
Thanks Dave.
Thanks Dave.
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Chartwell Retirement Residences (CSH.UN $20.88)
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Q: Hi Peter and team,
Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.
Would you be a buyer at current levels?
As always, thanks for your insight.
Our Healthcare sector is under-represented according to Portfolio Analytics. We do own VHI and are down, but most of what I read indicates a compelling case for VHI. As an example, National Bank Direct Brokerage rates it as outperform. Its current position is 0.76% of our Total Portfolio Equity Weight, and our only other sector holding (other than some diversified ETFs) is SIA with a Total Portfolio Equity Weight of 3.34%.
Would you be a buyer at current levels?
As always, thanks for your insight.
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