Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Brookdale Senior Living (BKD) Analysis - Brookdale Senior Living (BKD) has shown significant price momentum, with a four-week price change of 15.4%, indicating growing investor interest [4] - Over the past 12 weeks, BKD's stock has gained 15.4%, with a beta of 1.31, suggesting it moves 31% more than the market [5] - BKD has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] - The stock has received a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - BKD is trading at a low Price-to-Sales ratio of 0.36, suggesting it is undervalued, as investors pay only 36 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides BKD, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in identifying potential winning stocks [9]

Brookdale Senior Living Inc. (BKD) recently announced that its February 2025 weighted average occupancy grew 140 basis points (bps) from the year-ago level to 79.3%, thanks to favorable move-in and move-out levels. Its January 2025 weighted average occupancy grew 120 bps year over year to 79.2%. This indicates a positive start for 2025, maintaining its recent trend.The weighted average occupancy for 2024 increased 140 bps year over year to 78.6%. Its fourth-quarter figure was 79.4%, which was higher than th ...

Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the United States, with 647 communities across 41 states, serving approximately 58,000 residents as of December 31, 2024 [1] - The company offers various living options including independent living, assisted living, memory care, and continuing care retirement communities, focusing on empowering seniors to live with dignity and purpose [1] - Brookdale emphasizes its commitment to compassionate care, clinical expertise, and exceptional service, guided by its core values of passion, courage, partnership, and trust [1] Occupancy Rates - In February 2025, the weighted average occupancy increased by 140 basis points year-over-year, rising from 77.9% in 2024 to 79.3% in 2025 [3] - Sequentially, the occupancy rate increased by 10 basis points compared to January 2025, indicating continued outperformance against normal seasonality [3] - The first quarter-to-date weighted average occupancy for 2025 stands at 79.2%, showing a significant improvement from the fourth quarter of 2024, which is better than typical seasonal trends [3]

Core Points - Brookdale Senior Living Inc. has received notice from Pangaea Ventures, L.P. regarding the nomination of six individuals for election to the Board of Directors at the 2025 Annual Meeting of Stockholders [1] - The Board's Nominating and Corporate Governance Committee will review the proposed nominees and will provide a formal recommendation in the proxy statement to be filed with the SEC [2] - Brookdale operates 647 senior living communities across 41 states, serving approximately 58,000 residents as of December 31, 2024, focusing on enriching the lives of seniors through various care solutions [3] Company Overview - Brookdale Senior Living Inc. is recognized as the premier operator of senior living communities in the United States, offering independent living, assisted living, memory care, and continuing care retirement communities [3] - The company emphasizes its commitment to delivering exceptional value and redefining senior living through its core values of passion, courage, partnership, and trust [3] - Brookdale's stock is traded on the New York Stock Exchange under the ticker symbol BKD [3]

Brookdale Senior Living Inc. (BKD) recently announced that it has reinforced its position in the senior living industry by completing two major portfolio acquisitions on Feb. 27, 2025. This strategic decision enhances financial stability, improves operational efficiencies, and capitalizes on the increasing demand for senior care services.The acquisitions include 25 communities from Diversified Healthcare Trust and five communities from Welltower Inc., totaling 41 senior living assets. By increasing its real ...

Core Insights - Brookdale Senior Living Inc. has completed its three-portfolio acquisition plan, enhancing its real estate portfolio and realizing high-yielding returns on 41 assets [1][2] Acquisition Transactions - The company acquired five communities (686 units) from Welltower Inc. for $175 million, with a weighted average portfolio occupancy greater than 90% [3] - Additionally, Brookdale acquired 25 communities (875 units) from Diversified Healthcare Trust for $135 million, with a weighted average portfolio occupancy of approximately 80% [4] Financing Transactions - The total cost of the two acquisitions was $310 million, funded by $69 million in cash and $241 million in mortgage debt financing [5] - A $161 million mortgage loan was secured from Ally Bank, with a three-year term and options for extensions, secured by first priority mortgages on 36 communities [6] - An aggregate of $130 million in loans was obtained from CBRE National Senior Housing through the Freddie Mac Optigo® program, with a ten-year term and a fixed interest rate of 6.47% [7] Company Overview - Brookdale operates 647 communities across 41 states, serving approximately 58,000 residents as of December 31, 2024, and is committed to enriching the lives of seniors through various care services [8][9]

Core Viewpoint - Brookdale Senior Living Inc. (BKD) reported a fourth-quarter loss of 37 cents per share, which was wider than the consensus estimate but narrower than the previous year's loss, with total revenues growing 3.5% year over year to $780.9 million, driven by higher resident and management fee revenues [2][5]. Financial Performance - Resident fees increased by 3.9% year over year to $744.4 million, surpassing the consensus estimate of $742.2 million, attributed to improved revenue per occupied unit (RevPOR) and occupancy [3][4]. - Management fees rose 4.1% year over year to $2.6 million, exceeding the consensus mark of $2.5 million [3]. - RevPOR advanced 4.2% year over year, while weighted average occupancy improved by 100 basis points to 79.4% [4]. - Total revenues and other operating income for the full year reached $3.1 billion, reflecting a 3.6% year-over-year growth [8]. Cost and Expenses - Facility operating expenses totaled $554.9 million, up 4.6% year over year, driven by inflationary pressures and higher insurance costs [4]. - General and administrative costs increased significantly by 15.9% year over year to $48.5 million [5]. Loss and EBITDA - The net loss for the fourth quarter was $83.9 million, an improvement from the previous year's loss of $91.2 million, attributed to better resident fees and reduced asset impairment expenses [5]. - Adjusted EBITDA rose 15.5% year over year to $98.5 million for the fourth quarter, and for the full year, it advanced 15.1% to $386.2 million [5][9]. Cash Flow and Debt - Net cash from operations increased by 54.3% year over year to $45.2 million in the fourth quarter, with adjusted free cash outflow improving to $11.5 million from $21.5 million in the prior year [7]. - As of December 31, 2024, cash and cash equivalents were $308.9 million, up 11.1% from the end of 2023, while total assets increased by 13.7% to $6.3 billion [6]. Future Outlook - Management projects RevPAR growth between 4.75% and 5.75% for 2025, with adjusted EBITDA expected to be in the range of $430 million to $445 million [10].

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...

Core Insights - Brookdale Senior Living Inc. will participate in two upcoming conferences: Citi's Global Property CEO Conference on March 4, 2025, and Barclays Global Healthcare Conference on March 11, 2025 [1][2] Company Overview - Brookdale Senior Living Inc. operates 647 senior living communities across 41 states, serving approximately 58,000 residents as of December 31, 2024 [3] - The company focuses on enriching the lives of seniors through compassionate care, clinical expertise, and exceptional service, offering independent living, assisted living, memory care, and continuing care retirement communities [3] - Brookdale aims to create opportunities for wellness, personal growth, and meaningful relationships, guided by its core values of passion, courage, partnership, and trust [3]

Shares of Brookdale Senior Living (BKD) have gained 10.8% over the past four weeks to close the last trading session at $5.45, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $7.38 indicates a potential upside of 35.4%.The mean estimate comprises four short-term price targets with a standard deviation of $1.25. While the lowest estimate of $5.50 indicates a 0.9% increase from th ...