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Brookdale Senior Living Inc. (BKD)

NYSE - NYSE Delayed Price. Currency in USD
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2.7500-0.0300 (-1.08%)
At close: 4:00PM EDT
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  • B
    Blake
    All short manipulation is revealed on level 2 if you watch long enough...
  • r
    reid s
    as far as I can tell real estate prices have not been depreciating at all. in fact prices in my area have stayed very steady. nursing care continues to be a service with increasing demand. and looking at costs of care, those do not appear to be disappearing either.
  • W
    William R
    Probably not many. Only the lawyers will get anything from it.
  • r
    reid s
    Earnings surprise coming
  • C
    Chickens Coming Home To Roost
    how many shareholders here going to join the securities FRAUD lawsuits?
  • C
    Chickens Coming Home To Roost
    all metrics resident revenue and occupancy slightly down 82% to 77% ish. costs up 60 million and lost revenue per resident 63 million. negative trends should continue rest of 2020.
  • m
    m
    Down 90% over the last 5 years keep up the good work.
  • r
    reid s
    Look at large block transactions! Those aren’t senior investors!
  • N
    Nick
    Anybody know why it's dipping so much today?? I didn't see any major news today
  • A
    Al
    Interesting to see institutional investor activity. Some have added to their positions recently. They have been smaller, more targeted managers. One has only 25 to 35 positions. Some who have gotten out are large banks with huge amounts under management . I would bet with the smaller guys who hopefully do more investigation.
    There might be some underlying value there over $10.
  • N
    Niklas
    Earning report postponed. Buying stock back is posponed. Recent year previous earnings missed, expected miss again. Debt 5.86bn. But scariest part is risk of corona of elderly that could will start in any of facilities with following lockdown of all in a facility and massive death, high %%. After this local bounce today could sell could continue. Scary company.
  • m
    mac
    Broken merger/arb, however the financials aren’t that bad (when you truly strip out the one time stuff). And many of the bad leases roll off over the next couple years with nearly half with below market options. It still looks like a 125m FCF, on the low end, story with upside given better management, which already seems to be the case with most of the C suite gone, and improving lease dynamics. I certainly have lost money on the arb, however I’m buying more at these levels based on intrinsic value, and future take over. I think LB will start a proxy fight and ultimately force a hostile deal in the 9-10 range during the next 6-12 months, which appears doable.
  • 1
    11111
    Brookdale’s loss in valuation has placed it into the prime acquisition market and a hostile takeover seems to be near. Their repositioning of loser props and sell off of others has provided additional operating capital but decreased overall valuation. Share trading has slowed significantly except for flippers. Their operations are still not getting occupancy rates above 85% and senior living facilities are not profitable at anything lower without bare bones services. The only props that seem to thrive our the luxury communities now and BKD has a very low percentage of their holdings in that category. The stock price reflects continuing losses and burning through assets. I am not buying, selling or holding now. Just watching and will consider buying if it drops below 5.75
  • T
    TheBurningMan
    Brookdale Slide May Present Opportunity: Jefferies

    14:41 ET - After delivering a mixed quarter and weaker-than-expected guidance for this year, Jefferies maintains Brookdale Senior Living is buffered by strong fundamentals. Jefferies says that adjusting for portfolio and accounting changes, 2019 guidance implies that core earnings are stable. Bullish investors have been betting that an aging US population should provide strong demand to senior housing over the next several years. "We anticipate continued margin pressure in 2019, followed by margin expansion in 2020 as BKD completes an investment cycle in employee wages and begins to capture operating leverage driven by occupancy gains," the note said. Jefferies's price target on Brookdale shares is $10. Shares fall 15% to $6.90. (bowdeya.tweh@wsj.com; @BowKnowsBiz)
  • r
    reid s
    From my observation of Brookdale and other ALF’s or rehabs is that they will become the safest place to be as the pandemics play out. Well managed outfits will have 0 Zero exposure with very tight security, testing, and isolation units.
  • s
    stephen
    Brookdale buys Palm Beach Gardens for 74.5 million. 317 units.....plus brookdale as of 01/01/18 received a break on some of the properties they rent....oh the break 5 million a year
  • r
    reid s
    For insider transactions I don’t see many sales. Net acquisitions appear to be the norm. I like it when management puts their money where their mouth are. If they would spin off and REIT I think we’re all going to be sitting very good
  • s
    stephen
    wow that was a surprise today, two days for options to expire, no new sec filings,,,earnings not until may....hummm grabbed some today may grab some tomorrow if it drops under 6.49 or so
  • W
    Wes
    Also concerned about perceived delay in earnings announcement...are they announcing after bell on Friday? They’ve had accounting issues in the past, again, no one was held accountable.