Chartwell Seniors Housing | StockChase
334
Chartwell Seniors Housing (CSH.UN-T)

Last Price Recorded: $15.4000 on 2017-11-16

ON STOCKCHASE SINCE Mar 2004

property mngmnt/investment

Chartwell Seniors Housing


Signal Opinion Expert

2017-11-15

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

Runs a variety of retirement homes and long-term care facilities in Canada. Ranks 258 out of 700 stocks. Analysts are bumping up their numbers, but he doesn’t think the stock is inexpensive at this point. Free cash flow is negative at -3.3%. There are other investment income companies he would prefer.

property mngmnt/investment
Robert McWhirter

President, Selective Asset Management

Price: $15.680
Owned: Unknown

2017-11-10

PAST TOP PICK
Chartwell Seniors Housing (CSH.UN-T)

(A Top Pick Nov 15/16. Up 12%.) Just reported this morning and had good numbers and improvement in their Net Operating Income. She likes Senior Housing where the demographics work in your favour. Sold all their US assets a few years ago, and invests solely in Canada now.

property mngmnt/investment
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $15.860
Owned: Yes

2017-10-20

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

One of those defensive stocks, and of course the secular trend works; aging demographics, baby growers retiring. Chart shows the stock is in an up channel. Take your profits at the top of the channel and maybe buy when it is at the bottom of the channel. You are in a very good space on this one.

property mngmnt/investment
William Chin

Portfolio manager, Caldwell Investment Management

Price: $15.210
Owned: Unknown

2017-10-19

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

Key factors you focus on when assessing this kind of company?He tries to look at management, assets, payout ratios and liabilities. When evaluating any REIT, the most important thing is going to be demand and supply. It really affects the ability of management teams to increase occupancy and increase rents. For this one, seniors housing is very operationally intensive, and they benefit from being one of the largest players in Canada. Having national presence gives them the opportunity to purchase things a little cheaper, manage properties more effectively and to increase occupancy in case of a decline. He likes this company. There are very favourable demographic tailwinds that will benefit them going forward.

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $15.160
Owned: Yes

2017-09-12

PAST TOP PICK
Chartwell Seniors Housing (CSH.UN-T)

(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.

property mngmnt/investment
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $14.580
Owned: Yes

2017-08-08

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $15.190
Owned: No

2017-07-12

TOP PICK
Chartwell Seniors Housing (CSH.UN-T)

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.)

property mngmnt/investment
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $15.210
Owned: Yes

2017-06-21

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

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%.

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $15.840
Owned: Yes

2017-06-07

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $16.040
Owned: No

2017-04-18

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment Mgmnt

Price: $15.740
Owned: Yes

2017-03-14

HOLD
Chartwell Seniors Housing (CSH.UN-T)

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%.

property mngmnt/investment
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $15.120
Owned: No

2017-02-17

HOLD
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $15.870
Owned: Yes

2017-02-03

BUY
Chartwell Seniors Housing (CSH.UN-T)

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%.

property mngmnt/investment
Derek Warren

Asst Vice President, Lincluden Investment Mgmnt

Price: $15.380
Owned: Unknown

2017-01-20

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Michael Simpson, CFA

Senior Vice-President, Sentry Investments

Price: $14.540
Owned: No

2016-11-23

BUY
Chartwell Seniors Housing (CSH.UN-T)

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.

property mngmnt/investment
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $14.440
Owned: Yes

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