Viewing Company Chartwell Seniors Housing | StockChase
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Chartwell Seniors Housing Stock Symbol: CSH.UN-T

Last Price Recorded: $14.7000 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-12 PAST TOP PICK Christine Poole

(A Top Pick Sept 13/16. Up 2%.) Has held this for a number of years. Pays a good yield of about 4%. Thinks it has pulled back a little with the increases in interest rates. However, she likes the long-term story. They are the largest operator of retirement homes in Canada, and are well positioned to continue to grow.


Price:
$14.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-08 COMMENT Lyle Stein

Seniors’ homes is a growth market. There is not going to be enough places for baby boomers to retire, and this is a great way to participate. This has been weak lately on the basis of rising interest rates, which has hurt a lot of REITs. Ultimately, you own a hard asset with an ability to raise its prices down the road. Not a bad place to be.


Price:
$15.190
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-12 TOP PICK Christine Poole

The largest provider of seniors housing communities in Canada. In the last couple of weeks, this has gone from $16 to almost $15, which is why she chose it. Everyone is getting older and living longer. It is still a very fragmented market, and this is the leader in the space. Dividend yield of 3.8%. (Analysts’ price target is $16.75.)


Price:
$15.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-21 COMMENT Andy Nasr

The number of people globally, over 65 years of age, will probably double over the next 20-25 years. That increase will result in more demand for retirement housing. This company should really benefit, provided you don’t see a material increase in supply. Not particularly cheap and is probably fairly valued here. Senior Housing is probably amongst the most operationally intensive asset class in commercial real estate. Great management team. He would probably look elsewhere. Dividend yield of 3.6%.


Price:
$15.840
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-07 COMMENT Kash Pashootan

Has no exposure to REITs because of valuations. Also, these names are ultrasensitive to even a whisper of interest rates going up. Any time you buy into an asset class that has done as well as REITs, combined with how sensitive they are to interest rate movements, it is a risky proposition. However, this one is top of class.


Price:
$16.040
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-04-18 COMMENT Derek Warren

A big fan of management and their story. People are getting older and need someone to take very good care of them, and this is a very good operator. The real estate component looks very attractive as well. The stock is fairly valued, perhaps a little bit rich, but he continues to hold at these levels. If there was a significant real estate correction, this company would be affected along with others in senior residences. 3.7% dividend yield.


Price:
$15.740
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-14 HOLD Kash Pashootan

High-quality. Everyone understands the business and everyone understands age demographics. The service this company provides is going to continue to be in demand. What has helped them, is what he believes is hurting them at this point. Some of the names such as this have seen a real inflow of capital, so are trading at all-time high multiples. When there is a correction, it tends to be quite sharp. Too expensive at this time. Dividend yield of 3.8%.


Price:
$15.120
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-02-17 HOLD Christine Poole

She has owned it for quite a number of years.  It is the largest seniors housing player in Canada.  She likes the demographics play.  The company sold off all their US properties and they have been developing and re-investing the money.  It has a 3.5% yield.  It has been strong over the past three weeks.  She would not buy it here, but hold it.  Wait for a pullback if you want to imitate a position.


Price:
$15.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-03 BUY Derek Warren

He likes this very much. A low risk company. Not the cheapest, but it’s a stock that usually trades at a premium, deservedly so. This is an OK place to enter. You have the demographics behind it and a large retiring population. There is a great real estate market, so seniors’ homes can be sold. Yield of 3.6%.


Price:
$15.380
Subject:
REITs & REAL ESTATE STOCKS
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-20 COMMENT Michael Simpson, CFA

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. This has been around for a long time. They had US operations, but sold them. Very focused on different levels of care, independent, semi-independent and full care. If he had to buy one, it would be this one.


Price:
$14.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2016-11-23 BUY Andy Nasr

Chartwell (CSH.UN-T) Extendicare (EXE-T) or Sienna (SIA-T)? Of these 3, this is the one he owns and continues to like. It is seniors housing, and looking at the demographic tailwind, it should support all 3 of these, but this one more than any. The number of people over 65 are going to double within the next 25 years. This is the largest operator.


Price:
$14.440
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-17 COMMENT Derek Warren

A fantastic company. Not only a real estate company, but also an operating company. This is less focused on the noise of the real estate sector, which may or may not happen as interest rates move, but focused on that large demographic wave of seniors who need and deserve the best care.


Price:
$14.480
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Unknown
2016-11-16 COMMENT John Zechner

Has an issue with REITs in general. He doesn’t see much growth. A lot of people really love this one. It is the positioning and the growth in their health care facilities. He gets that, but his problem is the valuation. It is basically trading at 16X enterprise value to EBITDA. You are paying an extremely high multiple, which is a bit at risk if interest rates start to go higher. He wouldn’t be buying any REITs.


Price:
$14.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-15 TOP PICK Christine Poole

The stock has done quite well, and has recently pulled back because of the scare of interest rate sensitivity. While this is classified as a healthcare name, it does have a yield of just under 4%. It is the largest operator in Canada. Some money has come out of this space as a whole. She likes the seniors housing industry. Has a target price of $16, plus the yield. (Analysts’ price target is $16.18.)


Price:
$14.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-26 COMMENT Bruce Campbell (2)

As a longer-term stock with a nice dividend and growth profile, this certainly meets his parameters. There is more and more population that is aging, and will end up in these assisted-living and long-term care facilities that they run. They’ve been very good at both building new facilities and acquiring them. They also know the right time to sell.


Price:
$15.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
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