Chartwell Seniors Housing (CSH.UN-T) Stock Predictions - Stockchase
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Chartwell Seniors Housing (CSH.UN-T)

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Chartwell Seniors Housing

CSH.UN-T

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Chartwell Seniors Housing (CSH.UN-T) SAVE Jan, 21, 2019, 8:51 pm

14.71 0.05 (0.34%)

About Chartwell Seniors Housing (CSH.UN-T)

Chartwell Retirement Residences is the largest participant in the Canadian seniors housing sector, with nearly 180 locations across Quebec, Ontario, Alberta, and British Columbia. More at Wikipedia

What the experts are saying about CSH.UN-T



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Signal Opinion Expert
BUY
Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
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Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.030
Owned Owned
Yes

BUY
63% and declining payout ratio. Distribution is safe. Q3 was decent. Rising occupancy. They see NOI of $3 which translates into an AFFO growth of 7%. Quality name. Fine to own. Good to add when the waterfall stops. Other things are less expensive.
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63% and declining payout ratio. Distribution is safe. Q3 was decent. Rising occupancy. They see NOI of $3 which translates into an AFFO growth of 7%. Quality name. Fine to own. Good to add when the waterfall stops. Other things are less expensive.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$13.960
Owned Owned
Unknown

PAST TOP PICK
(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
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(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.650
Owned Owned
Yes

COMMENT

The market is struggling to decide what this is: a yield, a REIT, a cash flow play? The demographics are in their favour, but does this drive CSH enough or does it need an acquisition? He doesn't know. Good dividend, but he hasn't looked at CSH deeply.

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The market is struggling to decide what this is: a yield, a REIT, a cash flow play? The demographics are in their favour, but does this drive CSH enough or does it need an acquisition? He doesn't know. Good dividend, but he hasn't looked at CSH deeply.

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$14.180
Owned Owned
No

BUY

Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.

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Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.970
Owned Owned
Yes

SELL

Bad news is costs elevated, more competitive pressure in retirement homes. Pricey. Balance sheet not perfect. Good news is decent growth rate, and good long-term area to be in. But much better value elsewhere. He’s trimmed to move into other areas. You have to buy things at the right price.

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Bad news is costs elevated, more competitive pressure in retirement homes. Pricey. Balance sheet not perfect. Good news is decent growth rate, and good long-term area to be in. But much better value elsewhere. He’s trimmed to move into other areas. You have to buy things at the right price.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$14.640
Owned Owned
Unknown

TOP PICK

This is the largest provider of senior communities. The demographics play in their favor. The 75-year-plus population is expected to double in the 20 next years, growing 3 to 4 times faster than the general population. Penetration of the seniors market is still low in Canada, so there is a lot of room for growth. 85% of their homes are private-pay rather than relying on government funding. Yield 4%. (Analysts’ price target is $16.75)

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This is the largest provider of senior communities. The demographics play in their favor. The 75-year-plus population is expected to double in the 20 next years, growing 3 to 4 times faster than the general population. Penetration of the seniors market is still low in Canada, so there is a lot of room for growth. 85% of their homes are private-pay rather than relying on government funding. Yield 4%. (Analysts’ price target is $16.75)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.130
Owned Owned
Yes

COMMENT

Extendicare (EXE-T) or Chartwell Retirement (CSH-U-T). Both are good long term holds.  He prefers and owns Chartwell.  Will see continued growth in this sector.  There were shorts on Extendicare and the rebound lately has been a short covering.  

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Extendicare (EXE-T) or Chartwell Retirement (CSH-U-T). Both are good long term holds.  He prefers and owns Chartwell.  Will see continued growth in this sector.  There were shorts on Extendicare and the rebound lately has been a short covering.  

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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$15.360
Owned Owned
Unknown

DON'T BUY

PE ratio this high is a red flag on the surface. He’d be reluctant to own the high PE multiple in a sector where other companies have lower multiples. Own another one, or own a few to diversify. Can’t tell if high PE due to price too high, or a one-time hit to earnings.

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PE ratio this high is a red flag on the surface. He’d be reluctant to own the high PE multiple in a sector where other companies have lower multiples. Own another one, or own a few to diversify. Can’t tell if high PE due to price too high, or a one-time hit to earnings.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$15.550
Owned Owned
No

DON'T BUY

Demographically, it’s a theme, but you have to ignore this. Had stayed away because of litigation in the US. Missed earnings. Difficult business because of labour costs, regulations. Other investments make sense and aren’t as complicated. Analysts have downgraded. Trades at an 18x multiple. If you’re going to buy, have to buy it washed out. (Analysts’ price target is $16.65.) 

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Demographically, it’s a theme, but you have to ignore this. Had stayed away because of litigation in the US. Missed earnings. Difficult business because of labour costs, regulations. Other investments make sense and aren’t as complicated. Analysts have downgraded. Trades at an 18x multiple. If you’re going to buy, have to buy it washed out. (Analysts’ price target is $16.65.) 

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$15.320
Owned Owned
No

PAST TOP PICK

(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

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(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.330
Owned Owned
Yes

BUY

This trend in demographics is going to benefit this company.  He has not bought it and there is a better situation elsewhere in the REIT space.  We don't have enough nursing home beds.  The issue they have is the land grab in the neighborhoods where people want to move from.  This is people moving from homes they own into facilities they rent.  He has TCN-T as it is a slightly better investment.

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This trend in demographics is going to benefit this company.  He has not bought it and there is a better situation elsewhere in the REIT space.  We don't have enough nursing home beds.  The issue they have is the land grab in the neighborhoods where people want to move from.  This is people moving from homes they own into facilities they rent.  He has TCN-T as it is a slightly better investment.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$15.510
Owned Owned
No

BUY

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

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What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$15.250
Owned Owned
Unknown

BUY

Have held it for a number of years and continue to like it. Would be buyers at these levels below $15. Demographics favour this industry. Most of their revenue comes from private pay, not government. Offer all levels of care -- long term, assisted living, independent living. Strong and experienced management team. Good organic growth plus acquisitions. Company got out of the US;  feel they have enough opportunities for growth in Canada. Yield about 4%.

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Have held it for a number of years and continue to like it. Would be buyers at these levels below $15. Demographics favour this industry. Most of their revenue comes from private pay, not government. Offer all levels of care -- long term, assisted living, independent living. Strong and experienced management team. Good organic growth plus acquisitions. Company got out of the US;  feel they have enough opportunities for growth in Canada. Yield about 4%.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.690
Owned Owned
Yes

TOP PICK

Demographics work in their favour: everyone is getting older so there'll be more demand for assisted-care living. Management is good. Offers a dividend near 4% which will be safe and has been increasing slowly over time. This is a long-term hold; she's held it for five years. The recent pull-back is due to rising interest rates. (Analysts' price target $17.00)

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Demographics work in their favour: everyone is getting older so there'll be more demand for assisted-care living. Management is good. Offers a dividend near 4% which will be safe and has been increasing slowly over time. This is a long-term hold; she's held it for five years. The recent pull-back is due to rising interest rates. (Analysts' price target $17.00)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.270
Owned Owned
Yes

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