Chartwell Seniors Housing

CSH.UN-T

TSE:CSH.UN

9.11
0.03 (0.33%)
Chartwell Retirement Residences is the largest participant in the Canadian seniors housing sector, with nearly 180 locations across Quebec, Ontario, Alberta, and British Columbia.
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Analysis and Opinions about CSH.UN-T

Signal
Opinion
Expert
BUY
BUY
February 8, 2006
Good growth. Good aquisition. Seniors housing.
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Good growth. Good aquisition. Seniors housing.
PAST TOP PICK
PAST TOP PICK
December 23, 2005
(A Top Pick Sept 23/05. Up 3%.) A Conservative Way to play the ageing population. Has expanded into the US in a joint venture with Industrial Alliance (IAG-T). A good, long-term, core holding.
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(A Top Pick Sept 23/05. Up 3%.) A Conservative Way to play the ageing population. Has expanded into the US in a joint venture with Industrial Alliance (IAG-T). A good, long-term, core holding.
HOLD
HOLD
November 25, 2005
Has had a 50% effective return since its IPO in Nov/03. Has a market perform rating on it. It has effectively tripled the size of its portfolios but hasn't seen this growth filter down to its bottom line in terms of funds from operation growth. It remains a good growth name and will continue to see accretive aquisitions.
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Has had a 50% effective return since its IPO in Nov/03. Has a market perform rating on it. It has effectively tripled the size of its portfolios but hasn't seen this growth filter down to its bottom line in terms of funds from operation growth. It remains a good growth name and will continue to see accretive aquisitions.
WEAK BUY
WEAK BUY
October 31, 2005
Basically giving you a 5/6% rate of return. A reasonably well managed, middle of the road retirement REIT. Doesn't expect any trouble, but also no great things with it either.
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Basically giving you a 5/6% rate of return. A reasonably well managed, middle of the road retirement REIT. Doesn't expect any trouble, but also no great things with it either.
PAST TOP PICK
PAST TOP PICK
October 28, 2005
(A Top Pick Aug 26/05. Down 6% not including distributions.) Has held in here pretty good. Has one of the better growth profiles in the REIT sectors.
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(A Top Pick Aug 26/05. Down 6% not including distributions.) Has held in here pretty good. Has one of the better growth profiles in the REIT sectors.
VAGUE
VAGUE
October 14, 2005
Prefers this over Retriement Residence REIT (RRR.UN-T). For the same exposure, but cheaper, you might want to consider Extendicare (EXE.MV-T).
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Prefers this over Retriement Residence REIT (RRR.UN-T). For the same exposure, but cheaper, you might want to consider Extendicare (EXE.MV-T).
TOP PICK
TOP PICK
October 14, 2005
Favourable on senior housing based on long term demographic trends. Very high quality management team. Well positioned in the market. Recently made some acquisitions which should be very positive.
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Favourable on senior housing based on long term demographic trends. Very high quality management team. Well positioned in the market. Recently made some acquisitions which should be very positive.
TOP PICK
TOP PICK
September 23, 2005
Has had since it started. Growing in the states with 10% of their portfolio being US. Going to continue to grow.
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Has had since it started. Growing in the states with 10% of their portfolio being US. Going to continue to grow.
TOP PICK
TOP PICK
August 26, 2005
Above average growth profile. Big growth story. Seniors housing, good demographic trends, the aging population in Canada.
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Above average growth profile. Big growth story. Seniors housing, good demographic trends, the aging population in Canada.
VAGUE
VAGUE
August 8, 2005
Moving into the US through an affiliation with a very strong group. Have a contract where they get a lot of fees, but doesn't know the details. Hasn't looked at them for a while.
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Moving into the US through an affiliation with a very strong group. Have a contract where they get a lot of fees, but doesn't know the details. Hasn't looked at them for a while.
TOP PICK
TOP PICK
July 5, 2005
Pays 7.2%. Has an outperform with a $14.50 target price. A good consolidator within the senior housing market. The spread of acquisitions is very accretive for them.
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Pays 7.2%. Has an outperform with a $14.50 target price. A good consolidator within the senior housing market. The spread of acquisitions is very accretive for them.
BUY
BUY
May 27, 2005
Sitting pretty within an industry that's growing at 2 X the rate of the general population in relation to seniors over the age of 70. Have a higher allocation to independent living and assisted living which have higher margins than long term care. Have been a strong acquirer. Well diversified geographically.
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Sitting pretty within an industry that's growing at 2 X the rate of the general population in relation to seniors over the age of 70. Have a higher allocation to independent living and assisted living which have higher margins than long term care. Have been a strong acquirer. Well diversified geographically.
BUY
BUY
May 12, 2005
Appears to be well managed and growing significantly. Yields about 7%. In an area that has everything going for it from the point of view of the aging population. Located in Toronto where there has been a significant over supply.
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Appears to be well managed and growing significantly. Yields about 7%. In an area that has everything going for it from the point of view of the aging population. Located in Toronto where there has been a significant over supply.
BUY
BUY
April 15, 2005
Likes the demographics on senior housing. Their Top Pick in this space. Very solid management. Have a very good growth pipeline through the development company Spectrum. Realtively good quality assets.
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Likes the demographics on senior housing. Their Top Pick in this space. Very solid management. Have a very good growth pipeline through the development company Spectrum. Realtively good quality assets.
BUY
BUY
February 18, 2005
There are 3 plays in the "Seniors' Living" sector, this, Chartwell (CSH.UN-T) and Retirement REIT (RRR.UN-T). "Retirement' trusts have a place in portfolios and they own all 3.
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There are 3 plays in the "Seniors' Living" sector, this, Chartwell (CSH.UN-T) and Retirement REIT (RRR.UN-T). "Retirement' trusts have a place in portfolios and they own all 3.
STRONG BUY
STRONG BUY
January 21, 2005
Has it as an outperform rating. We are in a huge demographic trend. We're all getting older. By 2040, more than half the population will be in the senior segment, over 65. A huge consolidator and acquirerer of assets. Have more than doubled their assets since their IPO a year ago. Expects double digit growth next year.
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Has it as an outperform rating. We are in a huge demographic trend. We're all getting older. By 2040, more than half the population will be in the senior segment, over 65. A huge consolidator and acquirerer of assets. Have more than doubled their assets since their IPO a year ago. Expects double digit growth next year.
BUY
BUY
January 10, 2005
An IPO in late 2003 and they stumbled out of the gate, but have managed to get back on track. Not as expensive as many trusts. Would be fine to own a little.
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An IPO in late 2003 and they stumbled out of the gate, but have managed to get back on track. Not as expensive as many trusts. Would be fine to own a little.
BUY
BUY
December 31, 2004
Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Sunrise Senior. This one will be the most aggresive. Have doubled their assets in less than 18 months.
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Retirement home business is very fragmented so it's an area where there is the opportunity to make accretive acquisitions. Likes all 3 of the plays in this space including Retirement REIT and Sunrise Senior. This one will be the most aggresive. Have doubled their assets in less than 18 months.
DON'T BUY
DON'T BUY
November 17, 2004
Results in the early part of the year were not as strong as forcasted. 3rd quarter results show strengthening. This sector is going to be very competitive. Will have to make acquisitions to grow. Prefers organic growth.
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Results in the early part of the year were not as strong as forcasted. 3rd quarter results show strengthening. This sector is going to be very competitive. Will have to make acquisitions to grow. Prefers organic growth.
BUY
BUY
October 15, 2004
Well thought of. A growth situation. Took profits a little while ago.
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Well thought of. A growth situation. Took profits a little while ago.
HOLD
HOLD
October 8, 2004
Well thought of. Good yield. Fairly significant premium to Net Asset Value.
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Well thought of. Good yield. Fairly significant premium to Net Asset Value.
VAGUE
VAGUE
August 20, 2004
A new entity and still have to prove themselves.
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A new entity and still have to prove themselves.
BUY
BUY
April 5, 2004
Excellent management team. Low payout ratio. Have developed a structure that allows them to make acquisitions.
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Excellent management team. Low payout ratio. Have developed a structure that allows them to make acquisitions.
VAGUE
VAGUE
March 22, 2004
Distribution has been set at a reasonable level. Demographics are good.
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Distribution has been set at a reasonable level. Demographics are good.
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