Chartwell Seniors Housing

CSH.UN-T

TSE:CSH.UN

9.42
0.05 (0.53%)
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 WEAKNESS
BUY WEAKNESS
July 28, 2016

The number of people over 65 is going to double over the next 25 years. In 3 of the last 4 years, demand has exceeded supply. They have done a great job of sourcing and building their margins. Wait for a pullback.

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The number of people over 65 is going to double over the next 25 years. In 3 of the last 4 years, demand has exceeded supply. They have done a great job of sourcing and building their margins. Wait for a pullback.

COMMENT
COMMENT
July 18, 2016

The REIT space has run up so much that when bad news comes out, these are going to get hammered quickly. You have to ask yourself if you are there for the yield or the share price appreciation. If you are there for the yield, you can get a similar one in other names which will not be as sensitive. If you are there for share price appreciation, these have run up so much. He would be very cautious.

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The REIT space has run up so much that when bad news comes out, these are going to get hammered quickly. You have to ask yourself if you are there for the yield or the share price appreciation. If you are there for the yield, you can get a similar one in other names which will not be as sensitive. If you are there for share price appreciation, these have run up so much. He would be very cautious.

PAST TOP PICK
PAST TOP PICK
July 13, 2016

(Top Pick May 30/16, Up 4.54%) It is defensive and dividend paying. He will be out by October/November. It is a seasonal issue.

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(Top Pick May 30/16, Up 4.54%) It is defensive and dividend paying. He will be out by October/November. It is a seasonal issue.

PAST TOP PICK
PAST TOP PICK
July 12, 2016

(A Top Pick July 14/15. Up 41.47%.) A senior housing operator. Sold off their US assets, and the money they made on that has been reinvested in Canada. Post the recession, the occupancy rate of a lot of their homes were lower, because of the overbuilding of seniors housing. That is now bouncing back up. Dividend yield of about 3.5%.

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(A Top Pick July 14/15. Up 41.47%.) A senior housing operator. Sold off their US assets, and the money they made on that has been reinvested in Canada. Post the recession, the occupancy rate of a lot of their homes were lower, because of the overbuilding of seniors housing. That is now bouncing back up. Dividend yield of about 3.5%.

BUY
BUY
June 30, 2016

(Market Call Minute) The demographics are behind them. They execute well and make nice transactions. Nice technically as well.

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(Market Call Minute) The demographics are behind them. They execute well and make nice transactions. Nice technically as well.

COMMENT
COMMENT
June 22, 2016

This is expensive, because it is expensive to live there. Fabulous facilities. Has had a great run. You have to pay a premium when there is nothing else like it in Canada.

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This is expensive, because it is expensive to live there. Fabulous facilities. Has had a great run. You have to pay a premium when there is nothing else like it in Canada.

HOLD
HOLD
June 10, 2016

Chart shows a very strong upward trend since 2009. It recently hit a new 52 week high. This is in a good sector and it has growth.

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Chart shows a very strong upward trend since 2009. It recently hit a new 52 week high. This is in a good sector and it has growth.

HOLD
HOLD
June 1, 2016

This has gone straight up in the last year. With volumes being what they are, there is no reason to Sell this. It looks like a stock that is ready to go higher.

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This has gone straight up in the last year. With volumes being what they are, there is no reason to Sell this. It looks like a stock that is ready to go higher.

TOP PICK
TOP PICK
May 30, 2016

REITs in general have been pretty good. He cherry picked this one as the most defensive. There is a little breakout and so he bought it. He likes the yield and the defensiveness.

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REITs in general have been pretty good. He cherry picked this one as the most defensive. There is a little breakout and so he bought it. He likes the yield and the defensiveness.

BUY
BUY
May 17, 2016

Seasonally the stock has a tendency to move very well like most REITs, from March through until about October. Technically it is currently in an uptrend and is outperforming the market.

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Seasonally the stock has a tendency to move very well like most REITs, from March through until about October. Technically it is currently in an uptrend and is outperforming the market.

HOLD
HOLD
May 6, 2016

Just released their numbers last night and hit the ball out of the park. Thinks it is fully valued at this level. Earnings and occupancy have been very strong. Very good operators.

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Just released their numbers last night and hit the ball out of the park. Thinks it is fully valued at this level. Earnings and occupancy have been very strong. Very good operators.

PAST TOP PICK
PAST TOP PICK
April 29, 2016

(A Top Pick May 4/15. Up 19.23%.) A lot of the REITs were under pressure, because of fear of higher interest rates. Still some room for growth. A great industry with good demographics behind it. Still a Buy.

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(A Top Pick May 4/15. Up 19.23%.) A lot of the REITs were under pressure, because of fear of higher interest rates. Still some room for growth. A great industry with good demographics behind it. Still a Buy.

COMMENT
COMMENT
April 28, 2016

(Owns the convertible debentures.) Not a lot of growth, but a good dividend. They have done a really good job. They went into the US at the right time, rode it up, sold it, and used the funds to buy Canadian, so it has had a really nice run for the last 5-7 years. Thinks growth will slow from here. Demographically it is in a good space. He would guess you would get total returns in the 6%-8% range, compound.

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(Owns the convertible debentures.) Not a lot of growth, but a good dividend. They have done a really good job. They went into the US at the right time, rode it up, sold it, and used the funds to buy Canadian, so it has had a really nice run for the last 5-7 years. Thinks growth will slow from here. Demographically it is in a good space. He would guess you would get total returns in the 6%-8% range, compound.

TOP PICK
TOP PICK
April 19, 2016

The largest seniors housing operator in Canada. Provides a nice yield of 4%. This is an industry where there is good secular growth and tends to be not as cyclical. Sold off their US operations about a year ago, and redeployed that capital back into the US to grow their presence. Recently announced an acquisition of another retirement home and have been doing that for the last few months. They are slowly starting to increase their dividend. 16% of the population is 65 and older, and in 15 years, they estimate it will be 25%.

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The largest seniors housing operator in Canada. Provides a nice yield of 4%. This is an industry where there is good secular growth and tends to be not as cyclical. Sold off their US operations about a year ago, and redeployed that capital back into the US to grow their presence. Recently announced an acquisition of another retirement home and have been doing that for the last few months. They are slowly starting to increase their dividend. 16% of the population is 65 and older, and in 15 years, they estimate it will be 25%.

WATCH
WATCH
April 18, 2016

It broke out and that was extremely bullish. He likes the REIT space. A lot of them are breaking out. It may be overbought because of the parabolic move and if it pulled back it would be a fantastic entry point.

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It broke out and that was extremely bullish. He likes the REIT space. A lot of them are breaking out. It may be overbought because of the parabolic move and if it pulled back it would be a fantastic entry point.

Showing 76 to 90 of 383 entries