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Barron's Streetwise

Ugly Turnaround Attempts

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 6 December 2024

⏱️ 36 minutes

🧾️ Download transcript

Summary

What’s holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:08.0

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0:12.0

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0:20.0

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0:24.6

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0:30.6

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0:34.6

This is a business where if you think about the demographics, they have a huge and visible

0:40.8

demand tailwind.

0:42.2

So the 80-year-old and over demographic is what matters for this business.

0:46.4

And that demographic growth is ramping up really materially through the end of the decade.

0:52.4

Is it butterscotch candies?

0:54.5

Maybe it's a bingo card maker.

0:57.4

That's, you're stereotyping the over 80 group, and I won't have it.

1:03.3

Hello and welcome to the Barron Streetwise podcast.

1:06.3

I'm Jack Howe, and the voice you just heard is Greg Kuhle.

1:10.7

He's the global property equities portfolio manager at Janice Henderson, and the business he's

1:16.5

talking about.

1:17.7

It's senior housing, of course.

1:19.5

In a moment, Greg will share some of his favorite reet ideas.

1:23.3

That's real estate investment trust.

1:25.6

Before that, we'll talk about some of the ugliest

1:28.2

turnarounds of 2024 and one turnaround that so far is working at just fine.

...

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