Chartwell Seniors Housing

CSH.UN-T

TSE:CSH.UN

8.48
0.26 (2.97%)
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
COMMENT
COMMENT
November 12, 2007
They had been trying to sell and had 3 reliable bidders, but they all walked away. He sold his holdings at that time. Hasn't followed this in the last month or so.
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They had been trying to sell and had 3 reliable bidders, but they all walked away. He sold his holdings at that time. Hasn't followed this in the last month or so.
COMMENT
COMMENT
November 8, 2007
Retirement housing with homes in Canada and the US. Because of rapid growth, they’ve had difficulty with some of their G & A costs. Partnered with a large firm in the US. As the valuation has come down, it is becoming more interesting. Could be sold or privatized in the next 2 years.
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Retirement housing with homes in Canada and the US. Because of rapid growth, they’ve had difficulty with some of their G & A costs. Partnered with a large firm in the US. As the valuation has come down, it is becoming more interesting. Could be sold or privatized in the next 2 years.
HOLD
HOLD
October 29, 2007
Not been fans of these guys, because they keep on expanding and expanding but they are disappointing on their numbers. They need to reorganize because they are no longer considered a REIT. Their payout is more then 100%. Your chances of losing here are limited.
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Not been fans of these guys, because they keep on expanding and expanding but they are disappointing on their numbers. They need to reorganize because they are no longer considered a REIT. Their payout is more then 100%. Your chances of losing here are limited.
HOLD
HOLD
October 3, 2007
Has declined over the last several weeks since they announced there is no sale in the cards. They are in a “show me” mode here. Had been on a big acquisition binge and had not focused on bringing their operations into line.
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Has declined over the last several weeks since they announced there is no sale in the cards. They are in a “show me” mode here. Had been on a big acquisition binge and had not focused on bringing their operations into line.
WEAK BUY
WEAK BUY
September 14, 2007
Has constantly disappointed people with its earnings. Have been for sale for a long time. Retirement category is supposed to be wonderful but hardly anyone makes money at it. On extreme weakness like today, he buys. Paying out more than its earnings. 8% yield could be cut back.
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Has constantly disappointed people with its earnings. Have been for sale for a long time. Retirement category is supposed to be wonderful but hardly anyone makes money at it. On extreme weakness like today, he buys. Paying out more than its earnings. 8% yield could be cut back.
DON'T BUY
DON'T BUY
July 23, 2007
Got caught very big with the income trust changes and not qualifying as a REIT. Would like to sell off income assets in order to qualify. There have been no takers. Have a big tendency to disappoint on earnings.
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Got caught very big with the income trust changes and not qualifying as a REIT. Would like to sell off income assets in order to qualify. There have been no takers. Have a big tendency to disappoint on earnings.
TOP PICK
TOP PICK
July 23, 2007
Seniors housing space is going to continue to have very good fundamentals driving it. With recent acquisitions, it has moved into the #3 spot in North America.
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Seniors housing space is going to continue to have very good fundamentals driving it. With recent acquisitions, it has moved into the #3 spot in North America.
TOP PICK
TOP PICK
May 29, 2007
Very good set of assets. Management team is one of the best in the business. Undervalued.
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Very good set of assets. Management team is one of the best in the business. Undervalued.
SELL
SELL
May 28, 2007
An appealing area to have a REIT in. There is some question as to what the government will consider, a REIT or a business. Yield is less than 7%.
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An appealing area to have a REIT in. There is some question as to what the government will consider, a REIT or a business. Yield is less than 7%.
HOLD
HOLD
April 13, 2007
Senior housing. Do not qualify as a REIT under government regulations and are moving into a taxable situation due to expansion. Had been sellers when the stock was higher.
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Senior housing. Do not qualify as a REIT under government regulations and are moving into a taxable situation due to expansion. Had been sellers when the stock was higher.
BUY
BUY
April 11, 2007
Does not qualify as a REIT under the government legislation. Have been raising money and expanding. Good operation with a fairly good yield.
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Does not qualify as a REIT under the government legislation. Have been raising money and expanding. Good operation with a fairly good yield.
HOLD
HOLD
April 3, 2007
Seniors housing, so will not qualify as a REIT under the government's legislation. We'll become a business trust with a 4-year tax holiday. Operations seem to continually be a difficulty for the sector.
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Seniors housing, so will not qualify as a REIT under the government's legislation. We'll become a business trust with a 4-year tax holiday. Operations seem to continually be a difficulty for the sector.
HOLD
HOLD
March 23, 2007
Has struggled with some operating issues. Very high growth oriented. Seniors’ housing is a business that she likes longer-term, but a challenge they face is their fast growth creating high expenses. 2008 will be a relatively good year for them.
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Has struggled with some operating issues. Very high growth oriented. Seniors’ housing is a business that she likes longer-term, but a challenge they face is their fast growth creating high expenses. 2008 will be a relatively good year for them.
HOLD
HOLD
March 20, 2007
Have retirement properties in both Canada and US. Operating costs have been higher than expected in the last 2 quarters.
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Have retirement properties in both Canada and US. Operating costs have been higher than expected in the last 2 quarters.
BUY
BUY
February 16, 2007
A seniors-housing REIT. Focuses primarily on independent and assisted living. Have a great joint venture with the US firm. This is a “ buy and hold” for the long-term. Good management.
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A seniors-housing REIT. Focuses primarily on independent and assisted living. Have a great joint venture with the US firm. This is a “ buy and hold” for the long-term. Good management.
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