CTRE 是寻求跑赢大盘的投资者的推荐买入标的，因其在养老住房市场中扮演整合者的角色。
逐段跳播
我喜欢寻找那些有望从巨大的长期逆风中获利的股票，而CareTrust，交易代码CTRE，就是这样的公司之一。CareTrust在12年前作为一家子公司上市。那次发行的投资者获得了最高达其投资额十倍的回报。
I like to find stocks poised to profit from massive secular headwinds, and CareTrust, ticker symbol CTRE, is one of those companies. CareTrust was listed as a subsidiary 12 years ago.
Investors in that offering achieved returns of up to ten times their investment.
它在美国拥有略多于400处物业。这还不到整个老年住房市场的3%，而它之所以成功，是因为它作为一家整合型公司来运营。
She owns just over 400 properties in the United States. This represents less than 3% of the total senior citizen housing market, and it is successful because it operates as a consolidation company.
这个板块中大约三分之一的设施，约15,000家机构，由只拥有一两家机构的小型运营商持有。另一半则由拥有三到20家机构的业主持有。这正好落在CareTrust的收购兴趣范围内。这些业主中的大多数，Dan，都属于婴儿潮一代。
他们正在为那些生意寻找退出策略。所以，这些都是很好的趋势。
About a third of the facilities in this sector, approximately 15,000 establishments, are owned by small operators who own only one or two establishments. The other half is owned by owners who own between three and 20 establishments.
This falls squarely within CareTrust's acquisition interest. Most of these owners, Dan, are from the baby boomer generation. They are looking for exit strategies from those businesses. So, these are great trends.
这是一家在资本配置和收购方面已经证明其效率的公司。我认为，希望继续获得跑赢市场回报的投资者，今后应当考虑CareTrust。
This is a company that has proven its efficiency in capital allocation and acquisition. I believe that investors who want to continue to achieve returns that outperform the market should consider CareTrust going forward.
CareTrust与两样不再被制造出来的东西相关，对吧？土地和时间。所以，我有点感兴趣。
I mean, CareTrust is associated with two things that are no longer being made, right? Earth and time. So, I'm somewhat interested.
这个频道对 $CTRE 的历次判断
The Motley Fool 在这只股票上共 2 条判断，这里只列相邻的几条。