Order the CD or Transcript
for this SeniorCare Investor audio conference featuring
expert analysis of publicly traded seniors housing and care stocks and
health care REITS, where the market is headed, and where opportunities
exist.
While 2006 was a great year for the publicly traded seniors housing and
care stocks, as well as for health care REITs, in 2007 the market turned
downward. That trend has continued into 2008 for most of the provider
companies. The near-term industry fundamentals, however, are still
relatively strong and the long-term prospects extremely positive, so
values for everyone should be moving up, not down. Is now the time to buy?
Hold? Sell?
To answer that question, we’ve enlisted some of the nation’s top equity
analysts in the seniors housing and care sector to discuss where they see
market opportunities and why, and explain why health care REITs are
performing well in a difficult capital market environment. You won’t want
to miss their insightful commentary in the new audio conference,
“Investing in Seniors Housing Public Equities: Taking Stock of Today’s
Market.”
This is an ideal opportunity for anyone active in seniors housing and care
to fully understand the public equity market, what moves share prices and
determines value, and whether the stock market will be a predictor of the
industry’s future.
Here’s just some of what you’ll learn during this in-depth, 90-minute
audio conference:
|
● |
What can investors look for in the
second half of 2008 for publicly traded seniors housing and REIT
stocks? |
|
● |
Have their values been unfairly punished
in the past 18 months? |
|
● |
What are the best buys and why? |
|
● |
When will an M&A premium get back in the
market, and what might trigger it? |
|
● |
Why are health care REITs performing so
well in a dismal market, and will that continue? |
|
● |
How should companies that own their real
estate be valued compared with those that don’t? |
|
● |
With the real estate downturn, are
investors looking at the sector as real estate or health care? |
|
● |
Are REITs with just seniors housing and
care assets a thing of the past, because they need more
diversification? |
|
● |
Plus, a chance to ask the experts your
burning questions on senior care. |
...and much more!
Featured Speakers:
Stephen M. Monroe, the audio conference moderator, is the Managing
Editor and a Partner at Irving Levin Associates, Inc. Established in 1948,
Irving Levin Associates is a research and publishing firm that specializes
in the seniors housing and health care investment markets, with several
newsletters and acquisition reports. Mr. Monroe has been with the company
for 20 years and has published more than 50 articles dealing with various
aspects of investing in the health care and seniors housing arena. In
addition, he is the editor of The SeniorCare Investor, a monthly
newsletter, and The Senior Care Acquisition Report, an annual study of
acquisition trends in the senior care market. In 2007, he spearheaded the
launch of Senior Living Business, a monthly newsletter, and serves as its
executive editor. Prior to joining the company, Mr. Monroe was a vice
president of investment banking at Kidder, Peabody & Co. in New York City
where he completed a variety of public equity, bond and merger and
acquisition transactions.
James Kumpel, Managing Director, Healthcare Services, at FBR
Capital Markets, Inc., has covered healthcare services stocks since
1997, when he joined Raymond James & Associates. His primary areas
of focus have been healthcare information technology, pharmaceutical
informatics, and senior care, although he has written on managed
care, hospitals, drug stores, and drug distributors as well. Mr.
Kumpel has been featured in articles in The Wall Street Journal,
Barron's, Bloomberg, Bridge, and Kiplinger. In addition, he has
appeared on CNNfn, CNBC, and Bloomberg television. In 2007, Forbes
Magazine ranked him as the Number 1 stock picker in healthcare
technology. In 1998, he and his colleague were the only Wall Street
analysts honored by the National Investor Conference for their work
on quality of earnings and alternate valuation techniques. In 2001,
StarMine rated him second in healthcare services research for
earnings accuracy.
Frank G. Morgan, Managing Director of Equity Research at
Jefferies & Company, Inc., joined the firm in 2000 as part of a
newly opened healthcare services research and investment banking
office in Nashville, Tennessee. Mr. Morgan’s current research
universe is dedicated to facility-based healthcare services,
including: acute-care hospitals; senior living services, including
skilled nursing and assisted living; and a range of specialty
service providers, including institutional pharmacies, hospice care,
long-term acute-care, rehabilitation, and behavioral health
services. Mr. Morgan has earned recognition as a master stock picker
in The Wall Street Journal’s “Best on the Street Analysts Survey.”
Prior to joining Jefferies, Mr. Morgan was a partner and senior
healthcare services analyst with J.C. Bradford & Co. In addition he
previously served as a member of the Alabama State Healthcare
Planning and Development Council Certificate of Need review board as
well as the State Health Coordinating Council.
Robert M. Mains, a Senior Equity Research Analyst at Morgan
Keegan & Company Inc., joined the firm in 2007 and covers the
Healthcare Services and Healthcare REITS industry. Prior to joining
Morgan Keegan, Mr. Mains was a senior research analyst with Ryan
Beck. Before that, he was a senior analyst and Director of Research
for The Advest Group and a research analyst with First Albany
Capital. Mr. Mains is a Chartered Financial Analyst and has been
ranked in the Wall Street Journal Best on the Street Analyst Survey
four times. He was ranked the No. 1 stock picker among REIT industry
analysts in the Financial Times/StarMine 2008 Global Analyst Awards.
Mr. Mains is based in Saratoga Springs, N.Y.
Adam Feinstein, a Managing Director in Equity Research at
Lehman Brothers, covers as well as coordinates the firm's Health
Care Facilities research team. Mr. Feinstein was ranked No. 1 in the
2007 Institutional Investor All America Research Survey in the
Health Care Facilities category, for the third consecutive year. In
addition, he was No. 1 in the Health Care Facilities category in the
2008 Greenwich Survey for both Research Franchise, as well as the
Quality Index. Prior to his current role, he was an equity research
analyst at Salomon Smith Barney where he also focused on the health
care services industry. He is a Chartered Financial Analyst and
author of Feinstein's Facility Weekly Insights & Observations on the
health care facilities sector.
Order Now!
|
