Ensign Group (ENSG, Financial) (ENSG - $57.06 – NASDAQ) is a provider of healthcare services in the skilled nursing and senior housing markets. Ensign reported a very strong quarter handily beating consensus estimates in an operating environment made more di cult by the COVID-19 pandemic. Importantly, the company contained the spread of the disease across most of its facilities putting Ensign's operating model towards the top of the pack. Acquisition activity slowed in the quarter, but pandemic-related issues could accelerate this activity. Underlying trends remain very strong allowing management to raise guidance above pre-pandemic levels.
From Keeley Asset Management Corp (Trades, Portfolio)'s Small Cap Dividend Value Fund third-quarter 2020 commentary.
