Extendicare REIT (NASDAQOTH:EXETF)

CAPS Rating: 5 out of 5

Results 1 - 9 of 9

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Member Avatar TMFDeej (99.21) Submitted: 2/23/2015 11:01:20 AM : Outperform Start Price: $5.21 EXETF Score: +26.46

I think that Extendicare's management is absolutely terrible and have sold my real money position. However, it is really cheap at this level. I'm keeping an eye on this one to see how management redeploys the remainder of the proceeds from the sale of the U.S. operations.

Jason

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Member Avatar TMFHelical (98.92) Submitted: 11/14/2014 2:12:13 PM : Outperform Start Price: $5.48 EXETF Score: +16.72

Short term position bought at a time of extreme negative sentiment based on disappointment over the proceeds from the sale of the US business.

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Member Avatar JohnBelg (54.26) Submitted: 9/6/2014 11:29:52 AM : Outperform Start Price: $7.24 EXETF Score: -14.00

Jim Royal's analysis of potential unlocking of value via sale or spinoff of USA unit. Seems mispriced and has a large 5.5+ yield.

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Member Avatar srockaz (< 20) Submitted: 8/15/2014 10:12:15 PM : Outperform Start Price: $7.37 EXETF Score: -17.80

Getting paid to wait for the market to figure out how smart Jim Royal is. Hidden value due to divestment and a nice dividend.

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Member Avatar udyr (< 20) Submitted: 8/6/2014 10:05:12 AM : Outperform Start Price: $6.26 EXETF Score: -4.71

Get paid to wait while they separate the businesses

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Member Avatar kmpusa (< 20) Submitted: 2/8/2014 9:00:47 AM : Outperform Start Price: $5.75 EXETF Score: -2.78

The stock price underestimates the combined value of the Canadian and US unit. Once the US unit is spun off the true value will be realized.

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Member Avatar gameguru (34.20) Submitted: 1/2/2014 11:41:11 AM : Outperform Start Price: $5.63 EXETF Score: +1.75

Special Situations Portfolio pick:
http://boards.fool.com/my-latest-buy-31016231.aspx?sort=whole#31045606

This is a low-end, sometimes sleazy seeming operator in an absolutely necessary business - assisted living centers. BUT, the assets (owned real estate of the centers) appear to be dramatically under-recognized by the market - allowing maybe a double or triple from current prices. This is one to hold quietly and collect the 7% dividend until they announce results of their "strategic review", likely a sale or spin-off of assets, and then exit. Relying entirely on Jim Royal's research for the valuation.

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Member Avatar Robear1020 (< 20) Submitted: 12/19/2013 3:19:40 PM : Outperform Start Price: $5.44 EXETF Score: +4.82

Possible Special Situations preparing to divest its American health-care unit through a sale or spinoff... A TMFRoyal pick

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Member Avatar TommyRumblestrip (86.64) Submitted: 12/12/2013 4:27:12 PM : Outperform Start Price: $5.39 EXETF Score: +4.08

Poaching from Jim Royal

Results 1 - 9 of 9

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