Amit Chokshi

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Advocat: An Undervalued Situation Requiring an Activist Touch

FYI contact email should be amit.chokshi@kinnaras.... thanks.
Mar 12 06:43 am |Rating: 0 0 |Link to Comment |View article
Advocat Earnings: Not Good Enough

I am a bit disappointed by the numbers and while the stock got hammered in AH trading, I still believe it's a good buy. AVCA's industry doesn't grow their top line on a "same-stores"... basis all that much, new centers need to be opened to really drive growth. Even in 2005 the Company had about 6.5% sales growth from 2004. The company is still making the right moves, you noted the restructuring of their convertible preferred which was an excellent move, and they also got a exchange listing.

The tax benefit did mask what the real operating performance was but keep in mind the same thing happened in Q2 with a big reversal in professional liability costs. This stock's valuation relative to Kindred and other competitors is very attractive so while I'd prefer to see some better growth I'm content with solid cash flow and the changes management is making.
Nov 09 08:35 am |Rating: 0 0 |Link to Comment |View article

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Seeking Alpha

Amit Chokshi

Comment Stream » AVCA

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Advocat: An Undervalued Situation Requiring an Activist Touch

Advocat Earnings: Not Good Enough

Amit Chokshi's Comments Stream Stats

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