TSX:CSH.UN - Post by User
Post by
retiredcfon Sep 25, 2024 6:46am
93 Views
Post# 36239708
Analyst Comment
Analyst CommentEXE was rated as Don't Buy. GLTA
HOLD
Chartwell Retirement Residences(CSH.UN-T)
24/09/2024
EXE vs. CSH
EXE operates long-term care facilities which require a lot of capital, while CSH is more senior homes. CSH has been divesting lower-return investments to become more of a pure-play. You can charge whatever rent in a market if there's no competition. The seniors' population keeps growing. CSH is paying down debt, which was high a few years ago. In CSH, the easy money has been made, though. It could be a keeper, or take profits.
Property Mngmnt / Investment
Stephen Takacsy
$15.490
Unknown