I looked at EXE a few years back. I was concerned with their US exposure to Medicare / Medicade so I took a pass. This was around the time there were some rumors of fraud on billing to the Fed Govt by long term care facilities. Not sure if that's all blown over yet or not.
I looked at EXE a few years back. I was concerned with their US exposure to Medicare / Medicade so I took a pass. This was around the time there were some rumors of fraud on billing to the Fed Govt by long term care facilities. Not sure if that's all blown over yet or not.
I have a small position in Northwest, but I am not too familiar with the other two.
It seems that both EXE and CSH are primarily focused on the aging demographic market, whereas NWH is more generally diversified with hospitals and other health care facilities.
I have a small position in Northwest, but I am not too familiar with the other two.
It seems that both EXE and CSH are primarily focused on the aging demographic market, whereas NWH is more generally diversified with hospitals and other health care facilities.
Like Harold said, I have a little bit in Northwest Healthcare. About 3% of my total portfolio actually. Not sure about the other two, and I've only been in for less than a month.
Holding a small position in CSH. The company has done well in the past and the chart looked pretty good up until the entire REIT sector took a recent hit - fears over rising interest rates. They have a decent payout ratio, a good occupancy rate and a decent future growth outlook. I was looking for seniors housing predominately so I passed on NWH.
Another difference is that it appears that Extendicare have converted from an income trust and is now paying eligible dividends.
The other two are still REITs and are paying anywhere from 83% to 100% RoC.
Cheers
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