Chartwell Retirement Residences (CSH.UN.TO)…

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Chartwell Retirement Residences (CSH.UN.TO)

19.35

-0.10 (0.51%)

as of Oct 9, 2026, 8:00:00 pm Market Open.

522 watching

DON'T BUY

Beginning to hit some of their numbers operationally. Prefers other REITs.

TRADE

Paying 17%, nice contract win, REITS are cheap, but he is not interested in this one.

COMMENT

Very well run. Has been very acquisitive over the last few years but this has slowed down considerably. This will refocus them on the company operations, which is a good thing. Food, labour and energy costs have been moving higher into mid-2008. Expects to see these costs start to decline.

COMMENT

Seniors/long-term-care space both in Canada and US. Have a history of forecasting cash flows and not meeting it. They now have a good chance of meeting their targets. He will be watching their next couple of earnings to see if they can meet their targets.

TOP PICK

Recently announced results and they earned their distributions. Have plenty of funds to satisfy distribution requirements over the next year. 21% yield.

DON'T BUY

Seniors housing REIT. Not been a big fan because operationally it has been very difficult. Prefers REITs that own real estate and lease it out long-term. Cut their distribution 30% and then lowered guidance to the point where they were over distributing again.

PAST TOP PICK

(A Top Pick Apr 28/08. Down 52%.) Dropped because of US$ exposure and market weakness. Debt to equity ratio is more severe than what he would like. High-risk story. Good possibility company gets consolidated when the market recovers. You can Buy, but only take a half position for now and Buy the rest later.

HOLD

Were focused on acquisitions and payout ratio continues to be more than 100%. The longer it stays down at these levels the more it could be bought and it should be held with that in mind.

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DON'T BUY

Reported yesterday and missed mainly because of currency exchange. Cut distributions about 30% earlier this year. Questions management’s ability.

PAST TOP PICK

(A Top Pick July 23/07. Down 40% total return.) Was a seller at higher prices. Have changed their philosophy, which makes him a little bit more optimistic. Instead of acquiring, they are focusing on their operations. One of the best operators in their business. Cost pressures are hurting their bottom line.

DON'T BUY

Cut their distribution recently, which was right. Strategy had been to grow into the distribution, which they failed to do. Offers fairly attractive value but you have to underwrite the growth to get an attractive return. Would be looking for it below $9.50 before Buying again.

HOLD

People have not made money in this area. Have made a number of acquisitions and are creating a portfolio that someone will want. Almost always surprise on the negative in their reports. Have bought their convertibles, but not the stock.

BUY

REITs in general are a good income player right now. Real estate trusts are a good opportunity to pick up some good value and get a good yield.

COMMENT

Senior housing was a disaster area. Had thought demographics looked wonderful, but they stuck 20,000 beds on in an 18-24 months space. Overcapacity and couldn’t get enough staff and margins got shot to pieces. Has now stabilized but there has been a selloff in REITs. Operations and management are pretty good.

TOP PICK

Had been over distributing the last few years and finally cut their distributions so the balance sheet is a little cleaner going forward. A large owner/operator of long-term care facilities. This will be a good story for the next 10 years. Could be taken over in the next few years.

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Chartwell Retirement Residences (CSH.UN.TO)