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Brookdale Senior Living Inc. Message Board

  • gcv19962000 gcv19962000 Jun 2, 2006 10:58 AM Flag

    BKD = irrational exuberance

    Can someone justify this stock's movement, given the following comparision with their competitor?

    There are no fundamentals to support their rise. I'm shorting.

    Gross Margin 15% 21%
    Oper Margin -3% 7%
    PE none 20
    Forward PE 93 25
    P/S 4 1
    ROA NA 8%
    ROE NA 14%
    Qtrly Rev Growth 27% 48%
    Cash/Share 1.5 4.6
    Debt/Equity 1.6 .3
    Current Ratio .6 1.2

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    • BKD is a new animal with the big acquisition (plus the smaller ones before that). So I don't know that the numbers are still valid. My broker carries Goldman reports but they suspended coverage due to their participation in the big acquisition. My guess is that since BKD is now #1 they're a bellwhether that the funds are drawn too for this spot in their portfolios.

      As far as SRZ, I've followed them a little (mainly message board) as an aid for this stock. They appear to be a good company but have recently been hit with accounting issues and lost a contract (see their headlines). Probably a good buy around the current price since these issues are becoming old news depending on how you feel about the current market and industry conditions.

    • You forgot one item....SRZ has the "At-Home Assisted Living" component, which BKD does not. At least 8 out of 10 seniors who tour a facility say "no way". At least SRZ can follow them out of the facility and service them until they become ready to come in. As the Wall Street Journal article I mentioned in my previous post shows, a lot of forward thinking facilities are putting a major focus in this area. The market is huge.

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