Brookdale Senior Living, Inc. (BKD)

StKitt (99.88) Submitted: 11/19/2009 10:36:59 AM : Start Price: $16.03 BKD Score: +0.06

"Hey, let's buy some more losing properties and take on some more yummy debt. It goes so well with our 0.62 current ratio!"

PWhelp (< 20) Submitted: 7/31/2009 4:01:41 PM : Start Price: $10.88 BKD Score: +36.98

Demand will increase as baby boomers age.

JimCapel (< 20) Submitted: 7/7/2009 8:05:33 AM : Start Price: $8.51 BKD Score: +65.53

Doctrow says BUY

SDUConn (< 20) Submitted: 3/8/2009 5:15:18 AM : Start Price: $3.29 BKD Score: +322.84

can't go much farther down

thestockstalker (93.15) Submitted: 6/8/2008 8:34:50 PM : Start Price: $25.35 BKD Score: -19.72

Can you say baby boomers?

nomathskills (57.29) Submitted: 3/13/2008 12:01:25 PM : Start Price: $23.53 BKD Score: -19.04

Baby boomer will need assisted living as they hit age 60 at the rate of too many, too fast.

racoveanul (81.28) Submitted: 9/28/2007 1:37:47 PM : Start Price: $37.98 BKD Score: +32.98

Conan Holder < 1.5 (bankruptcy risk > 75%), Altman for private companies Z score < 1.23. This company is in bad shape; other companies with valuation problems: BOW, CMS, TRY.B, LUK, LPX, SNSTA, TECUA, XRIT, CAR, VOD, GDP, MDZ, MCF, EPL, VMED, MIC, LINE, BKD ,AAV, EROC.

151418463 (66.44) Submitted: 7/24/2007 12:12:46 PM : Start Price: $40.20 BKD Score: -35.54

Private equity possibility, nice divvy, flat chart for years with good growth and low exposure to RE issues.

efroach (< 20) Submitted: 7/22/2007 12:03:57 PM : Start Price: $40.16 BKD Score: -34.92

strong, undervaluated industry

iamamartin (97.20) Submitted: 6/26/2007 8:54:48 AM : Start Price: $43.99 BKD Score: -40.37

Older Boomers = more business. Increased dividend.

Insider buying after stock sale.

Gtrinvestor (99.97) Submitted: 5/30/2007 3:15:49 PM : Start Price: $42.68 BKD Score: -38.23

I know that they don't have any net income on a US GAAP basis, but they are generating cash from operations. If you look at this from a property investment play, the "depreciation" that is recorded in net income really doesn't mean a lot, b/c it will (hopefully) be recovered from the gain on the sale of the properties. However, I don't think you ever see this potential in the financial statements, so you really have to know a lot about the company's properties to get this perspective... like some insiders might know (ala Toys R' Us and K Mart). With the large insider purchases, this makes me wonder.

All of this by the way is just a guess, and purely something I would only do in CAPS. I'm sure someone who actually takes the time to read their SEC filings may find some flawed logic in all of this, but in the meantime, I'll let the bingo chips fall where they may.