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#	AUTHOR DATE SUBJECT
7	member 4/01/20 5:46PM Re: Re: Re: What am i missing? 6
I was incredibly discouraged with management's lack of disclosure pertaining to pro forma cash balances as well as a confirmation (or change) of their 2020 guidance on their Q1 call. When speaking with IR after the... login to read the rest 2 view available tags
4	member 4/01/20 2:52PM What am i missing?
Other than risk of a Kirkland WA-like COVID outbreak, this strikes me as very cheap today at $2.70/share. Assuming pro forma $25mm EBITDA 2020 guidance +/-. And, I understand that some AL centers have taken serious steps mitigate view available tags
3	member 1/17/20 10:09PM Re: Re: RMR 2
FVE may turn out to be a great trading sardine, but if you think you can game Portnoy’s incentives, you’re the sucker at the table.... (no position) 1 view available tags
1	member 1/16/20 11:42AM RMR
Thanks for the idea. I believe there are many (me included) waiting to see if/when supply is absorbed in the senior living space. The presence and control of RMR seems to make this toxic. Is... login to read the rest view available tags