Chartwell Retirement Residences (CSH.UN.TO)…

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

HOLD

Didn't do well last year because too much supply in Ontario, so their supply rate dipped down. Long-term demand trend and demographic in its favour. Nice distribution around 4%. Lots of growth going forward. Strong operator. Largest in Canada.

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COMMENT

When you look at it initially, you wonder how you could lose. They are in a great business – retirement homes. They pay a nice yield. First of all the company has been paying out more than it earns so the balance sheet is steadily falling in attractiveness. The price to book has remained high and so the company took advantage of that by raising equity. The average price to book goes up. The company is raising money in the markets and then paying it out to shareholders. He thinks the company should come to market now.

DON'T BUY

Pays a 4.3% yield. It's a trading stock, moving up and down. The highs are getting lower over time, though it's not a bearish chart. He isn't bullish and would buy elsewhere.

TOP PICK

A defensive, income name. Earnings growth has been weaker than expected given more room supply, but demographics will push strong demand, long-term. Trades at 14.5x funds from operations and pays a 4% dividend. Offers above-average growth. You're paid to wait with strong earnings growth than the banks. (Analysts’ price target is $16.04)

BUY

REITs? The REITs space has been down this week following a good performance year. It may be a temporary rotation in the market going on as investors are moving back into cyclical names. She would be buying at this level. There is some oversupply developing in regions, like Ontario. However, over the long run, demographic trends are supportive. Yield 3%

BUY

Pays a good yield (4.24%). The share price has pulled back, because they're facing more supply in Ontario which drove the occupancy rate to 87%. Management thinks occupancy has bottomed and will slowly rise. Long-term demand is there, despite this temporary over-build. Outside Ontario is doing well. Their cash flow should improve going forward as will their net operating income in 2020 by 3-4%.

BUY

Has a decent growth of 5% with good dividends. They missed on Q2 with an elevated balance sheet but it is trading at a nice 15.4 times valuation. Longterm outlook is good with an aging population. The management team is executing well.

BUY

Excellent long-term hold. Hit this year. Great yield. Has been adding to her position.

BUY

Stock appreciation and dividend growth coming? It's an income stock and has been rangebound this year. In Ontario, the occupancy rate has declined (too much supply). Demand will catch up to supply eventually. They're well-positioned in a good industry driven by demographics (an aging population). There's room to grow. They gradually increase their dividend (4%).

PAST TOP PICK

(A Top Pick Sep 11/18, Up 1%) Stock's not doing very much, buy you're getting the yield. Still likes it. Attractive space. Temporary over supply issues this year. Want to increase their occupancy rate back above 90%. Yield is 4%.

BUY

He has owned this for a long time. Pays a nice distribution that grows 2% per year. The stock has not been rising for years likely because of an occupancy issue that is slowing working itself out. It could be bought here as you are getting paid to wait. The demographics are in its favour. Yield 4.1%

HOLD

As a senior housing stock, you want to look at occupancy rates and cash flows. There appears to be more supply, so occupancy rates have dipped below 85%, when normally it has been above 90%. She thinks this will improve over time.

BUY

Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.

BUY

Largest in Canada. Really likes it. You need to be here for the fundamentals. Baby boomers are providing a tailwind. It is struggling. Very cheap. Trading at discount to NAV. Great time to enter.

BUY

An income stock with an attractive yield. The last little while has seen an overbuild in some markets, so occupancy has decreased, but she's confident this will rise from 91% to 95% in time. It's always traded at a premium vs. its peers. Aging demmographics are on their side. Good management and pipeline of projects. You'll collect a 4% yield plus a few % points. A good long-term hold.

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Chartwell Retirement Residences (CSH.UN.TO)