Ensign Group (NASDAQ:ENSG)

Like where this company is going...smart management and performing. Thought about the sell recommend in 2010, but decided to hold long term. This one's a keeper, for now.

Skilled Nursing Care Facilities will be a huge growth sector over the next twenty years, along with funeral services, as the Baby Boomer Population reach the inevitable outcomes of being born.

I like ENSG for the long term, but their income is based heavily on government care. That and their dividend was awful before the big run up from about $15 to $30, and now it's twice as awful. Great stock to have bought more than 6 months ago, but I have no intention of adding to my position until they beef up that paltry dividend.

This is a dividend stock in the healthcare business- that says stable growth. Recent events (buying new rehab and reirement facilities) increased debt and drove down LFQ numbers, but the bounce will be nice when the books clear up a little.

Sure glad I sold mine to buy ATVI......!

Great potential to grow and increase earnings as their "product" gets put into use more and more. Great Idea with the baby boomers getting older.

Stock Advisor pick, small cap with stable dividend, growth field, etc., etc.

This health care provider has a very good valuation right now; (P/E=10, P/S=0.67, P/B=1.9). The dividend yield is about 1.1% and the payout ration is 9%. It is interesting to note that the insiders own about 39% of the shares. Additionally it has a Return on Equity of 18% which is good. It is on a moderate growth trajectory with PEG Ratio of 0.7. The only negative aspect is that it has some debt which gives it a current ration of 1.7. Overall I see no reason as to why this company would under perform.

An aging population with nowhere to go

strong financials

Before long all of us baby boomers who can afford it, will be living in one of their facilities. May as well let the next 10 to 15 years gain on the stock pay for our stay.

I'm 10 years old, but you never know, I might make MILLIONS off of this stock before I have to go into one of their homes!

Another fantastic company poised to feed off of old people's finances that would otherwise go to their children's inheritances.

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

undervalued

Low risk (pending major changes to Medicare/Medicaid regarding nursing homes, which I think unlikely), solid return on assets and they are growing quickly.

I think they're worth closer to $500MM, which provides a nice 30-40% margin of safety on their current selling price.

This account tracks the less exciting stocks from my watch list - companies that are easy to understand with clean balance sheets and good track records in relatively straight-forward industries.

The company looks undervalued by 35% or so from its current price of 15.24.

low analyst coverage, steadily growing revenue, PEG less than one, insider holdings >40%, health care, small cap