Extendicare REIT (NASDAQOTH:EXETF)

CAPS Rating: 5 out of 5

Results 1 - 8 of 8

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Member Avatar TMFHelical (99.15) Submitted: 11/14/2014 2:12:13 PM : Outperform Start Price: $5.32 EXETF Score: +29.22

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 (53.38) Submitted: 9/6/2014 11:29:52 AM : Outperform Start Price: $7.03 EXETF Score: -1.38

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: $7.16 EXETF Score: -4.92

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: $6.08 EXETF Score: +8.51

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: $5.58 EXETF Score: +11.36

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 (33.84) Submitted: 1/2/2014 11:41:11 AM : Outperform Start Price: $5.47 EXETF Score: +15.62

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: $5.28 EXETF Score: +18.82

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 (83.55) Submitted: 12/12/2013 4:27:12 PM : Outperform Start Price: $5.23 EXETF Score: +18.32

Poaching from Jim Royal

Results 1 - 8 of 8

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