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 Mar, 25, 2019, 10:36 am

14.85 0.04 (0.27%)

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

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

COMMENT

Extendicare Inc. (EXE-T) vs Chartwell(CSH.UN-T) He favours Chartwell over Extendicare, because they became overextended in the US market and have litigation issues. Whereas Chartwell has re-focused their plan quicker.

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Extendicare Inc. (EXE-T) vs Chartwell(CSH.UN-T) He favours Chartwell over Extendicare, because they became overextended in the US market and have litigation issues. Whereas Chartwell has re-focused their plan quicker.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$15.040
Owned Owned
No

BUY

HR.UN-T vs. CHR.UN-T.  Hang onto CSH.UN-T.  They are both AMZN-Q proof.  Tenants pay rent so they are not long term leases like elsewhere in the REIT space.  He would lighten up on HR.UN-T

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HR.UN-T vs. CHR.UN-T.  Hang onto CSH.UN-T.  They are both AMZN-Q proof.  Tenants pay rent so they are not long term leases like elsewhere in the REIT space.  He would lighten up on HR.UN-T

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$15.770
Owned Owned
Unknown

TOP PICK

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

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This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.760
Owned Owned
Yes

COMMENT

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.

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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.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$15.680
Owned Owned
Unknown

PAST TOP PICK

(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.

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(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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.860
Owned Owned
Yes

COMMENT

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.

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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.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$15.210
Owned Owned
Unknown

COMMENT

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.

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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.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$15.160
Owned Owned
Yes

PAST TOP PICK

(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.

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(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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.580
Owned Owned
Yes

COMMENT

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
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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.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$15.190
Owned Owned
No

TOP PICK

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
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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.)

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.210
Owned Owned
Yes

COMMENT

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%.

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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%.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$15.840
Owned Owned
Yes

COMMENT

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.

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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
0 0 0 0 0
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$16.040
Owned Owned
No

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