This report should not be construed as providing investment advice. It is for educational purposes only.  Before making any investment decision, you should always do your own research or consult a investment professional.
While I try to be accurate, I assume no responsibility for any figure in this spreadsheet. Estimates Estimates Estimates
See my website on stocks or see my blog at the following sites.  https://spbrunner.com/stocks.html https://spbrunner.blogspot.com/ Q3 2023
Chartwell Retirement Residences TSX CSH.UN OTC CWSRF https://chatwell.com/ Fiscal Yr: Dec 31
Year 12/31/10 12/31/11 12/30/12 12/31/13 12/31/14 12/31/15 12/30/16 12/31/17 12/31/18 12/31/19 12/31/20 12/31/21 12/31/22 12/31/23 12/31/24 12/31/25 Value Description #Y Item Total G
Accounting Rules IFRS IFRS IFRS IFRS IFRS IFRS IFRS IFRS IFRS IFRS Accounting Rules  https://www.annualreports.com/Company/Chartwell-Retirement
$1,054 <-12 mths 2.39%
Adjusted Resident Revenue* $874.5 $922.7 $927.8 $750.1 $834.7 $877.4 $939.4 $967.7 $990.1 $965.2 $1,029.5 17.72% <-Total Growth 10 Adjusted Resident Revenue*
Increase 5.51% 0.55% -19.15% 11.28% 5.11% 7.06% 3.02% 2.32% -2.52% 6.67% Increase
5 year Running Average $862 $863 $866 $874 $922 $948 $978 5 year Running Average
$727 <-12 mths 2.66%
Revenue* $717.0 $755.4 $883.7 $858.6 $865.3 $685.9 $758.2 $800.3 $866.7 $915.3 $928.6 $906.5 $708.0 $999 $878 $885 -19.89% <-Total Growth 10 Revenue
Increase 6.46% 5.35% 16.99% -2.85% 0.79% -20.74% 10.55% 5.55% 8.29% 5.61% 1.45% -2.38% -21.90% 41.10% -12.11% 0.80% -2.19% <-IRR #YR-> 10 Revenue -19.89%
5 year Running Average $622.3 $703.3 $751.0 $777.6 $816.0 $809.8 $810.3 $793.7 $795 $805 $854 $883 $865 $891.5 $884.0 $875.3 -2.42% <-IRR #YR-> 5 Revenue -11.53%
Revenue per Share $5.10 $5.29 $5.22 $5.00 $4.99 $3.89 $3.99 $3.82 $4.11 $4.30 $4.34 $3.92 $3.02 $4.20 $3.69 $3.72 1.42% <-IRR #YR-> 10 5 yr Running Average 15.18%
Increase -4.77% 3.80% -1.48% -4.09% -0.27% -22.06% 2.58% -4.22% 7.52% 4.59% 0.97% -9.62% -23.07% 39.29% -12.11% 0.80% 1.74% <-IRR #YR-> 5 5 yr Running Average 8.99%
5 year Running Average $5.94 $6.06 $5.70 $5.19 $5.12 $4.88 $4.62 $4.34 $4.16 $4.02 $4.11 $4.10 $3.94 $3.95 $3.83 $3.71 -5.33% <-IRR #YR-> 10 Revenue per Share -42.17%
P/S (Price/Sales) Med 1.57 1.46 1.79 2.01 2.15 3.09 3.51 4.01 3.63 3.44 2.46 3.09 3.46 2.31 0.00 0.00 -4.62% <-IRR #YR-> 5 Revenue per Share -21.06%
P/S (Price/Sales) Close 1.56 1.56 2.02 1.94 2.32 3.17 3.67 4.26 3.33 3.24 2.58 3.02 2.80 2.59 2.95 2.93 -3.63% <-IRR #YR-> 10 5 yr Running Average -30.93%
*Revenue in M CDN $  P/S Med 20 yr  2.81 15 yr  2.46 10 yr  3.27 5 yr  3.44 -20.61% Diff M/C -1.93% <-IRR #YR-> 5 5 yr Running Average -9.27%
-$883.7 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $708.0
-$800.3 $0.0 $0.0 $0.0 $0.0 $708.0
-$751.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $865.0
-$793.7 $0.0 $0.0 $0.0 $0.0 $865.0
-$5.22 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $3.02
-$3.82 $0.00 $0.00 $0.00 $0.00 $3.02
$0.0 142.315 -100.00%
$0.50 <-12 mths 5.96%
Amount $86.53 111.554 $119.09 $128.50 $134.78 $162.21 $169.81 $182.63 $186.30 $158.77 $122.17 $134.83 20.86% <-Total Growth 10
AFFO Basic* $0.62 $0.59 $0.72 $0.68 $0.73 $0.76 $0.86 $0.86 $0.85 $0.86 $0.69 $0.53 $0.47 -34.72% <-Total Growth 10 AFFO Basic*
AFFO Diluted* $0.61 $0.59 $0.71 $0.68 $0.72 $0.75 $0.85 $0.86 $0.85 $0.86 $0.69 $0.53 $0.47 $0.50 $0.67 $0.78 -33.80% <-Total Growth 10 AFFO Diluted* TD 
Increase -11.59% -2.74% 19.67% -4.23% 5.88% 4.17% 13.33% 1% -1% 1% -20% -23% -11% 6.38% 34.00% 16.42% -4.04% <-IRR #YR-> 10 AFFO -33.80%
AFFO Yield 7.7% 7.2% 6.7% 7.0% 6.2% 6.1% 5.8% 5.3% 6.2% 6.2% 6.2% 4.5% 5.6% 4.6% 6.2% 7.2% -11.38% <-IRR #YR-> 5 AFFO -45.35%
5 year Running Average $0.53 $0.65 $0.65 $0.66 $0.66 $0.69 $0.74 $0.77 $0.81 $0.83 $0.82 $0.76 $0.68 $0.61 $0.57 $0.59 0.47% <-IRR #YR-> 10 5 yr Running Average 4.83%
Payout Ratio 88.52% 91.02% 76.06% 79.41% 75.00% 73.08% 65.75% 66.56% 68.82% 69.42% 88.26% 115.47% 130.21% 122.40% 91.34% 78.46% -2.51% <-IRR #YR-> 5 5 yr Running Average -11.92%
5 year Running Average 156.57% 111.88% 96.03% 86.30% 81.49% 78.42% 73.50% 71.49% 69.59% 68.62% 71.10% 78.51% 88.68% 99.74% 106.89% 103.73% 75.96% <-Median-> 10 Payout 5 yr Running Average
Price/AFFO Median 13.09 13.00 13.17 14.79 14.92 16.00 16.46 17.82 17.55 17.20 15.49 22.84 22.18 19.40 0.00 0.00 16.83 <-Median-> 10 P/AFFO Med
Price/AFFO High 15.30 15.15 14.86 16.50 16.40 17.65 18.87 18.91 19.28 18.31 21.03 25.87 28.04 22.36 0.00 0.00 18.89 <-Median-> 10 P/AFFO High
Price/AFFO Low 10.89 10.85 11.48 13.09 13.43 14.35 14.06 16.73 15.82 16.08 9.96 19.81 16.32 16.44 0.00 0.00 15.09 <-Median-> 10 P/AFFO Low
Price/AFFO Close 13.02 13.91 14.86 14.26 16.06 16.44 17.24 18.91 16.08 16.16 16.22 22.30 17.96 21.78 16.25 13.96 16.33 <-Median-> 10 P/AFFO Close
Trailing P/AFFO Close 11.51 13.52 17.78 13.66 17.00 17.13 19.53 19.13 15.90 16.35 13.01 17.13 15.92 23.17 21.78 16.25 16.68 <-Median-> 10 Trailing P/AFFO Close
Median Values DPR 10 Yrs 74.04% 5 Yrs   88.26% P/CF 5 Yrs   in order 17.55 21.03 16.08 16.22 24.08% Diff M/C 29.40% Diff M/C 10 DPR 75% to 95% best
Adjusted Funds from Operations TD
-$0.71 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.47
-$0.86 $0.00 $0.00 $0.00 $0.00 $0.47
-$0.65 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.68
-$0.77 $0.00 $0.00 $0.00 $0.00 $0.68
$135.6 <-12 mths 6.80%
$0.53 <-12 mths 0.00%
Amount $96 $124 $133.49 $143.04 $128.30 $172.64 $182.50 $193.58 $199.73 $165.86 $132.26 $126.92 2.22% <-Total Growth 10
FFO Basic* $0.62 $0.66 $0.79 $0.76 $0.81 $0.82 $0.91 $0.93 $0.90 $0.92 $0.76 $0.59 $0.53 -32.91% <-Total Growth 10
FFO Diluted* $0.61 $0.66 $0.79 $0.75 $0.80 $0.81 $0.91 $0.93 $0.90 $0.92 $0.76 $0.59 $0.53 $0.56 $0.73 $0.84 -32.91% <-Total Growth 10 FFO
Increase 0.00% 8.20% 19.70% -5.06% 6.67% 1.25% 12.35% 2.20% -3.23% 2.22% -17.39% -22.37% -10.17% 5.66% 30.36% 15.07% -3.91% <-IRR #YR-> 10 FFO -32.91%
FFO Yield 7.68% 8.00% 7.49% 7.73% 6.92% 6.57% 6.21% 5.72% 6.58% 6.62% 6.79% 4.99% 6.28% 5.14% 6.70% 7.71% -10.64% <-IRR #YR-> 5 FFO -43.01%
5 year Running Average $0.71 $0.66 $0.70 $0.68 $0.72 $0.76 $0.81 $0.84 $0.87 $0.89 $0.88 $0.82 $0.74 $0.67 $0.63 $0.65 0.59% <-IRR #YR-> 10 5 yr Running Average 6.02%
Payout Ratio 88.52% 81.82% 68.35% 72.00% 67.50% 67.67% 61.42% 61.55% 65.00% 64.89% 80.13% 103.73% 115.47% 109.29% 83.84% 72.86% -2.50% <-IRR #YR-> 5 5 yr Running Average -11.90%
5 year Running Average 117.98% 110.96% 89.24% 82.85% 74.79% 71.08% 67.17% 65.70% 64.47% 64.01% 66.12% 72.57% 81.49% 90.54% 96.44% 94.15% 69.12% <-Median-> 10 Payout 5 yr Running Average
Price/FFO Median 13.09 11.69 11.84 13.41 13.43 14.81 15.38 16.48 16.58 16.08 14.07 20.52 19.67 17.32 0.00 0.00 15.73 <-Median-> 10 Price/FFO Median
Price/FFO High 15.30 13.62 13.35 14.96 14.76 16.35 17.63 17.48 18.21 17.12 19.09 23.24 24.87 19.96 0.00 0.00 17.56 <-Median-> 10 Price/FFO High
Price/FFO Low 10.89 9.76 10.32 11.87 12.09 13.28 13.13 15.47 14.94 15.03 9.04 17.80 14.47 14.68 0.00 0.00 13.88 <-Median-> 10 Price/FFO Low
Price/FFO Close 13.02 12.50 13.35 12.93 14.45 15.22 16.10 17.48 15.19 15.11 14.72 20.03 15.92 19.45 14.92 12.96 15.21 <-Median-> 10 Price/FFO Close
Trailing P/FFO Close 13.02 13.52 15.98 12.28 15.41 15.41 18.09 17.87 14.70 15.44 12.16 15.55 14.31 20.55 19.45 14.92 15.41 <-Median-> 10 Trailing P/FFO Close
Median Values DPR 10 Yrs 67.58% 5 Yrs   80.13% P/CF 5 Yrs   in order 16.58 19.09 14.94 15.19 17.30% Diff M/C 23.65% Diff M/C 10 DPR 75% to 95% best
* Funds From Operations
-$0.79 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.53
-$0.93 $0.00 $0.00 $0.00 $0.00 $0.53
-$0.70 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.74
-$0.84 $0.00 $0.00 $0.00 $0.00 $0.74
$0.80 <-12 mths 277.70%
EPS Basic -$0.20 -$0.43 -$0.83 $0.14 -$0.05 $0.07 $0.03 $0.06 $0.09 $0.01 $0.07 $0.04 $0.21 125.46% <-Total Growth 10 EPS Basic
EPS Diluted* -$0.20 -$0.43 -$0.78 $0.13 -$0.05 $0.07 $0.03 $0.06 $0.09 $0.01 $0.07 $0.04 $0.21 $0.59 $0.01 $0.05 126.97% <-Total Growth 10 EPS Diluted
Increase 71.71% -119.28% -80.14% 116.32% -137.39% 244.18% -63.34% 147.53% 40.55% -94.29% 1287.80% -36.95% 381.51% 179.63% -98.31% 400.00% 9 10 19 Years of Data, EPS P or N 47.37%
Earnings Yield -2.49% -5.26% -7.41% 1.32% -0.41% 0.56% 0.17% 0.38% 0.64% 0.04% 0.62% 0.37% 2.50% 5.42% 0.09% 0.46% #NUM! <-IRR #YR-> 10 Earnings per Share 126.97%
5 year Running Average -$0.58 -$0.62 -$0.62 -$0.40 -$0.27 -$0.21 -$0.12 $0.05 $0.04 $0.05 $0.05 $0.05 $0.08 $0.18 $0.18 $0.18 27.57% <-IRR #YR-> 5 Earnings per Share 237.86%
10 year Running Average -$0.34 -$0.38 -$0.46 -$0.45 -$0.43 -$0.40 -$0.37 -$0.29 -$0.18 -$0.11 -$0.08 -$0.03 $0.07 $0.11 $0.12 $0.12 #NUM! <-IRR #YR-> 10 5 yr Running Average 113.47%
* Diluted ESP per share  E/P 10 Yrs 0.47% 5Yrs 0.62% 12.02% <-IRR #YR-> 5 5 yr Running Average 76.43%
$0.78 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.21
-$0.06 $0.00 $0.00 $0.00 $0.00 $0.21
$0.62 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.08
-$0.05 $0.00 $0.00 $0.00 $0.00 $0.08
Dividend payment Calculated $75.92 $77.05 $91.50 $92.69 $93.67 $96.69 $106.24 $119.91 $123.43 $127.19 $130.37 $141.51 $143.67 57.02% <-Total Growth 10 Dividend payment Calculated
Dividends Paid (Financing) $64.64 $61.36 $69.35 $72.85 $75.78 $76.94 $83.42 $90.01 $102.59 $100.49 $100.49 $116.10 $108.58 56.56% <-Total Growth 10 Dividends Paid (Financing)
Difference $11.29 $15.70 $22.14 $19.84 $17.89 $19.75 $22.82 $29.90 $20.84 $26.70 $29.88 $25.41 $35.08 58.43% <-Total Growth 10 Difference
Dividend* $0.61 $0.61 $0.61 Estimates Dividend*
Increase -0.33% 0.00% 0.00% Estimates Increase
Payout Ratio EPS 103.39% 6100.00% 1220.00% Estimates Payout Ratio EPS
Special Dividends $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 <-Median-> 10 Special Dividends
Dividend* $0.5400 $0.5400 $0.5400 $0.5400 $0.5400 $0.5481 $0.5589 $0.5724 $0.5850 $0.5970 $0.6090 $0.6120 $0.6120 $0.6120 $0.6120 $0.6120 13.33% <-Total Growth 10 Dividends
Increase -19.81% 0.00% 0.00% 0.00% 0.00% 1.50% 1.97% 2.42% 2.20% 2.05% 2.01% 0.49% 0.00% 0.00% 0.00% 0.00% 8 4 18 Years of data, Count P, N 44.44%
Average Increases 5 Year Running -11.95% -12.14% -12.14% -7.56% -3.96% 0.30% 0.69% 1.18% 1.62% 2.03% 2.13% 1.83% 1.35% 0.91% 0.50% 0.10% 1.26% <-Median-> 10 Average Incr 5 Year Running
Dividends 5 Yr Running $0.83 $0.73 $0.62 $0.57 $0.54 $0.54 $0.55 $0.55 $0.56 $0.57 $0.58 $0.60 $0.60 $0.61 $0.61 $0.61 -3.20% <-Total Growth 10 Dividends 5 Yr Running
Yield H/L Price 6.76% 7.00% 5.78% 5.37% 5.03% 4.57% 3.99% 3.74% 3.92% 4.04% 5.70% 5.06% 5.87% 6.31% 4.80% <-Median-> 10 Yield H/L Price Item
Yield on High  Price 5.79% 6.01% 5.12% 4.81% 4.57% 4.14% 3.48% 3.52% 3.57% 3.79% 4.20% 4.46% 4.64% 5.47% 4.17% <-Median-> 10 Yield on High  Price EPS
Yield on Low Price 8.13% 8.39% 6.63% 6.07% 5.58% 5.09% 4.68% 3.98% 4.35% 4.32% 8.86% 5.83% 7.98% 7.45% 5.34% <-Median-> 10 Yield on Low Price AFFO
Yield on Close Price 6.80% 6.55% 5.12% 5.57% 4.67% 4.45% 3.82% 3.52% 4.28% 4.29% 5.44% 5.18% 7.25% 5.62% 5.62% 5.62% 4.56% <-Median-> 10 Yield on Close Price FFO
Payout Ratio EPS 0.00% 0.00% 0.00% 423.06% 0.00% 796.49% 2215.27% 916.63% 666.50% 11921% 876% 1396.67% 290.06% 103.73% 6120.00% 1224.00% 836.36% <-Median-> 10 DPR EPS CFPS
DPR EPS 5 Yr Running 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1167.24% 1426.93% 1147.91% 1169.12% 1107.96% 722.86% 330.90% 330.73% 338.19% 915.41% <-Median-> 10 DPR EPS 5 Yr Running FCF 
Payout Ratio CFPS 78.73% 69.42% 88.97% 70.30% 75.92% 83.48% 67.08% 65.90% 56.27% 64.71% 70.62% 90.52% 104.33% 102.73% #VALUE! #DIV/0! 70.46% <-Median-> 10 DPR CF
DPR CF 5 Yr Running 98.63% 87.92% 85.58% 84.47% 76.05% 76.92% 76.26% 71.90% 68.25% 66.23% 64.56% 68.10% 73.77% 83.50% #VALUE! #DIV/0! 72.83% <-Median-> 10 DPR CF 5 Yr Running
Payout Ratio CFPS WC 78.19% 39.48% 39.75% 39.48% 39.41% 48.27% 47.15% 51.72% 47.12% 45.76% 50.56% 61.46% 63.54% 102.73% #VALUE! #DIV/0! 47.71% <-Median-> 10 DPR CF WC
DPR CF WC 5 Yr Running 103.49% 79.77% 61.76% 51.51% 43.87% 41.03% 42.49% 44.75% 46.43% 47.90% 48.36% 50.83% 52.81% 60.08% #VALUE! #DIV/0! 47.17% <-Median-> 10 DPR CF WC 5 Yr Running
Median Values 10 Yr Med 10 Yr Cl 4.80% 4.56% 5 Yr Med 5 Yr Cl 5.06% 5.18% 5 Yr Med Payout 876.23% 70.62% 50.56% 1.35% <-IRR #YR-> 5 Dividends 6.91%
* Dividends per share  10 Yr Med and Cur. 17.14% 23.29% 5 Yr Med and Cur. 11.16% 8.54% Last Div Inc ---> $0.0500 $0.0510 2.00% 1.26% <-IRR #YR-> 10 Dividends 13.33%
Dividends Growth 15 -3.63% <-IRR #YR-> 15 Dividends -42.54%
Dividends Growth 20 -3.07% <-IRR #YR-> 18 Dividends #DIV/0!
Dividends Growth 25 #NUM! <-IRR #YR-> 25 Dividends #DIV/0!
Dividends Growth 5 -$0.57 $0.00 $0.00 $0.00 $0.00 $0.61 Dividends Growth 5
Dividends Growth 10 -$0.54 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.61 Dividends Growth 10
Dividends Growth 15 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.61 Dividends Growth 15
Dividends Growth 20 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.61 Dividends Growth 20
Dividends Growth 25 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.61 Dividends Growth 25
Historical Dividends Historical High Div 18.40% Low Div 3.52% 10 Yr High 8.78% 10 Yr Low 3.49% Med Div 5.78% Close Div 5.57% Historical Dividends
High/Ave/Median Values Curr diff Exp. -69.46% Cheap 59.65% Exp. -35.99% 61.03% Exp. -2.77% Cheap 0.95% High/Ave/Median 
Future Dividend Yield Div Yield 6.01% earning in 5 Years at IRR of 1.35% Div Inc. 6.91% Future Dividend Yield
Future Dividend Yield Div Yield 6.42% earning in 10 Years at IRR of 1.35% Div Inc. 14.30% Future Dividend Yield
Future Dividend Yield Div Yield 6.87% earning in 15 Years at IRR of 1.35% Div Inc. 22.20% Future Dividend Yield
Future Dividend Paid Div Paid $0.65 earning in 5 Years at IRR of 1.35% Div Inc. 6.91% Future Dividend Paid
Future Dividend Paid Div Paid $0.70 earning in 10 Years at IRR of 1.35% Div Inc. 14.30% Future Dividend Paid
Future Dividend Paid Div Paid $0.75 earning in 15 Years at IRR of 1.35% Div Inc. 22.20% Future Dividend Paid
Dividend Covering Cost Div Paid $3.14 over 5 Years at IRR of 1.35% Div Cov. 28.87% Dividend Covering Cost
Dividend Covering Cost Div Paid $5.85 over 10 Years at IRR of 1.35% Div Cov. 53.72% Dividend Covering Cost
Dividend Covering Cost Div Paid $8.74 over 15 Years at IRR of 1.35% Div Cov. 80.29% Dividend Covering Cost
Yield if held 5 years 3.71% 3.88% 4.10% 7.73% 10.60% 6.86% 7.24% 6.12% 5.82% 5.56% 5.08% 4.37% 3.99% 4.10% 4.14% 5.72% 5.97% <-Median-> 10 Paid Median Price
Yield if held 10 years 4.57% 4.46% 3.77% 4.02% 4.35% 8.37% 11.72% 7.63% 7.93% 6.55% 6.08% 5.70% 5.10% 5.56% <-Median-> 10 Paid Median Price
Yield if held 15 years 4.96% 4.93% 4.19% 4.40% 4.65% 8.76% 12.01% 7.66% 4.65% <-Median-> 5 Paid Median Price
Yield if held 20 years 5.18% 5.05% 4.21% #NUM! <-Median-> 0 Paid Median Price
Yield if held 25 years #DIV/0! #NUM! <-Median-> 0 Paid Median Price
Cost covered if held 5 years 28.64% 26.18% 23.65% 40.53% 52.99% 33.91% 35.35% 29.51% 27.88% 26.64% 24.35% 21.26% 19.67% 20.39% 20.67% 28.62% 28.69% <-Median-> 10 Paid Median Price
Cost covered if held 10 years 67.02% 60.89% 47.27% 45.80% 44.60% 80.66% 109.15% 70.51% 73.91% 61.76% 58.12% 55.11% 49.85% 64.39% <-Median-> 10 Paid Median Price
Cost covered if held 15 years 90.78% 84.50% 67.37% 67.21% 67.49% 124.17% 169.15% 108.83% 67.49% <-Median-> 5 Paid Median Price
Cost covered if held 20 years 116.55% 109.72% 88.41% #NUM! <-Median-> 0 Paid Median Price
Cost covered if held 25 years #DIV/0! #NUM! <-Median-> 0 Paid Median Price
Yr  Item Tot. Growth
Revenue Growth  $800.29 $866.65 $915.31 $928.59 $906.47 $707.99 $726.8 <-12 mths 2.66% -13.04% <-Total Growth 5 Revenue Growth  -13.04%
FFO Growth $0.93 $0.90 $0.92 $0.76 $0.59 $0.53 $0.53 <-12 mths 0.00% -75.47% <-Total Growth 5 FFO Growth -75.47%
Net Income Growth $13.08 $18.52 $1.07 $14.88 $10.13 $49.53 $188.9 <-12 mths 281.40% 278.62% <-Total Growth 5 Net Income Growth 278.62%
Cash Flow Growth $181.96 $219.36 $196.55 $184.62 $156.32 $137.71 $141.7 <-12 mths 2.88% -32.13% <-Total Growth 5 Cash Flow Growth -32.13%
Dividend Growth $0.57 $0.59 $0.60 $0.61 $0.61 $0.61 $0.61 <-12 mths 0.00% 6.91% <-Total Growth 5 Dividend Growth 6.91%
Stock Price Growth $16.26 $13.67 $13.90 $11.19 $11.82 $8.44 $10.89 <-12 mths 29.03% -92.65% <-Total Growth 5 Stock Price Growth -92.65%
Revenue Growth  $883.72 $858.58 $865.34 $685.87 $758.21 $800.29 $866.65 $915.31 $928.59 $906.47 $707.99 $999.0 <-this year 41.10% -24.82% <-Total Growth 10 Revenue Growth  -24.82%
FFO Growth $0.79 $0.75 $0.80 $0.81 $0.91 $0.93 $0.90 $0.92 $0.76 $0.59 $0.53 $0.56 <-this year 5.66% -49.06% <-Total Growth 10 FFO Growth -49.06%
Net Income Growth -$139.34 $23.88 -$8.28 $12.14 $4.80 $13.08 $18.52 $1.07 $14.88 $10.13 $49.53 $142.0 <-this year 186.69% 135.55% <-Total Growth 10 Net Income Growth 135.55%
Cash Flow Growth $102.84 $131.85 $123.38 $115.82 $158.37 $181.96 $219.36 $196.55 $184.62 $156.32 $137.71 $141.7 <-this year 2.88% 33.91% <-Total Growth 10 Cash Flow Growth 33.91%
Dividend Growth $0.54 $0.54 $0.54 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $0.61 $0.61 <-this year -0.33% 13.33% <-Total Growth 10 Dividend Growth 13.33%
Stock Price Growth $10.55 $9.70 $11.56 $12.33 $14.65 $16.26 $13.67 $13.90 $11.19 $11.82 $8.44 $13.25 <-this year 56.99% -25.00% <-Total Growth 10 Stock Price Growth -25.00%
Dividends on Shares $51.30 $51.30 $52.07 $53.10 $54.38 $55.58 $56.72 $57.86 $58.14 $58.14 $58.14 $58.14 $58.14 $548.57 No of Years 10 Total Dividends 12/30/12
Paid  $1,002.25 $921.50 $1,098.20 $1,171.35 $1,391.75 $1,544.70 $1,298.65 $1,320.50 $1,063.05 $1,122.90 $801.80 $1,034.55 $1,034.55 $1,034.55 $801.80 No of Years 10 Worth $10.55
Total $1,350.37
Based on EPS 3 yrs trailing $2.20 $1.29 $2.28 $2.27 $2.00 $2.09 $1.71 $2.91 $4.70 $4.61 based on EPS 3 yrs trailing
Graham Number $2.92 $1.97 $2.53 $1.57 $2.60 $2.96 $0.67 $2.32 $1.88 $3.95 $6.81 $0.89 $1.98 151.38% <-Total Growth 9 Graham Number
Increase -32.61% 28.63% -37.97% 65.84% 13.55% -77.48% 247.90% -18.95% 110.23% 72.57% -86.98% 123.61% 13.55% <-Median-> 9 Graham Price
Price/GP Ratio Med 3.45 5.46 4.74 8.92 5.89 5.05 22.22 4.62 6.45 2.64 1.42 5.25 <-Median-> 10 Price/GP Ratio Med
Price/GP Ratio High 3.84 6.00 5.23 10.22 6.25 5.54 23.66 6.27 7.30 3.34 1.64 6.13 <-Median-> 10 Price/GP Ratio High
Price/GP Ratio Low 3.05 4.92 4.25 7.61 5.53 4.55 20.78 2.97 5.59 1.94 1.21 4.73 <-Median-> 10 Price/GP Ratio Low
Price/GP Ratio Close 3.32 5.88 4.87 9.33 6.25 4.62 20.88 4.83 6.30 2.14 1.60 12.29 5.49 5.37 <-Median-> 10 Price/GP Ratio Close
Prem/Disc Close 232.31% 487.64% 387.26% 833.37% 524.66% 362.47% 1988.45% 383.26% 529.79% 113.91% 59.94% 1128.50% 449.40% 437.45% <-Median-> 10 Graham Price
Graham Number based on FFO $8.21 $7.47 $7.62 $7.08 $6.71 $8.68 $9.43 $10.05 $9.47 $9.02 $7.66 $6.89 $6.25 $6.63 $7.57 $8.12 -37.75% <-Total Growth 10 Graham Number FFO
Increase -3.12% -9.01% 2.10% -7.20% -5.20% 29.43% 8.58% 6.56% -5.77% -4.69% -15.12% -10.06% -9.20% 6.08% 14.17% 7.27% -5.49% <-Median-> 10 Graham Price
Price/GP Ratio Med 0.97 1.03 1.23 1.42 1.60 1.38 1.48 1.53 1.58 1.64 1.40 1.76 1.67 1.46 1.55 <-Median-> 10 Price/GP Ratio Med
Price/GP Ratio High 1.14 1.20 1.38 1.59 1.76 1.53 1.70 1.62 1.73 1.75 1.90 1.99 2.11 1.69 1.74 <-Median-> 10 Price/GP Ratio High
Price/GP Ratio Low 0.81 0.86 1.07 1.26 1.44 1.24 1.27 1.43 1.42 1.53 0.90 1.52 1.23 1.24 1.34 <-Median-> 10 Price/GP Ratio Low
Price/GP Ratio Close 0.97 1.10 1.38 1.37 1.72 1.42 1.55 1.62 1.44 1.54 1.46 1.72 1.35 1.64 1.50 <-Median-> 10 Price/GP Ratio Close
Prem/Disc Close -3.25% 10.48% 38.37% 37.09% 72.35% 42.02% 55.41% 61.87% 44.42% 54.09% 46.14% 71.63% 34.97% 64.17% 43.79% 34.04% 50.11% <-Median-> 10 Graham Price
Month, Year Dec-10 Dec-11 Dec-12 Dec-13 Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Dec-19 Dec-20 Dec-21 Dec-22 Dec-23 Dec-24 Dec-25 19.00 <Count Years> Month, Year
Price Close $7.94 $8.25 $10.55 $9.70 $11.56 $12.33 $14.65 $16.26 $13.67 $13.90 $11.19 $11.82 $8.44 $10.89 $10.89 $10.89 -20.00% <-Total Growth 10 Stock Price
Increase 16.25% 3.90% 27.88% -8.06% 19.18% 6.66% 18.82% 10.99% -15.93% 1.68% -19.50% 5.63% -28.60% 29.03% 0.00% 0.00% -48.18 <-Median-> 10 CAPE (10 Yr P/E)
P/E Ratio -40.10 -19.00 -13.49 75.99 -242.20 179.18 580.67 260.37 155.75 2775.51 161.00 269.75 40.00 18.46 1089.00 217.80 -12.29% <-IRR #YR-> 5 Stock Price -48.09%
Trailing P/E Ratio -11.34 -41.66 -24.30 -12.40 90.57 -258.34 212.89 644.49 218.90 158.37 2234.38 170.07 192.61 51.61 18.46 1089.00 -2.21% <-IRR #YR-> 10 Stock Price -20.00%
CAPE (10 Yr P/E) -23.41 -21.56 -22.89 -21.65 -26.68 -30.99 -39.53 -56.83 -76.36 -128.08 -136.84 -347.93 129.15 97.59 92.79 94.30 -7.45% <-IRR #YR-> 5 Price & Dividend -29.55%
Median 10, 5 Yrs D.  per yr 5.97% 4.84% % Tot Ret 158.67% 0.00% T P/E 181.34 192.61 P/E:  170.09 161.00 3.76% <-IRR #YR-> 10 Price & Dividend 34.73%
Price 15 D.  per yr 6.03% % Tot Ret 141.33% CAPE Diff -302.55% -1.76% <-IRR #YR-> 15 Stock Price -23.41%
Price  20 D.  per yr 6.91% % Tot Ret 139.07% -1.94% <-IRR #YR-> 19 Stock Price #DIV/0!
Price  25 D.  per yr #NUM! % Tot Ret #NUM! #NUM! <-IRR #YR-> 25 Stock Price #DIV/0!
Price & Dividend 15 4.26% <-IRR #YR-> 15 Price & Dividend 57.25%
Price & Dividend 20 4.97% <-IRR #YR-> 19 Price & Dividend #DIV/0!
Price & Dividend 25 #NUM! <-IRR #YR-> 25 Price & Dividend #DIV/0!
Price  5 -$16.26 $0.00 $0.00 $0.00 $0.00 $8.44 Price  5
Price 10 -$10.55 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8.44 Price 10
Price & Dividend 5 -$16.26 $0.59 $0.60 $0.61 $0.61 $9.05 Price & Dividend 5
Price & Dividend 10 -$10.55 $0.54 $0.54 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $9.05 Price & Dividend 10
Price  15 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8.44 Price  15
Price  20 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8.44 Price  20
Price  25 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $8.44 Price  25
Price & Dividend 15 $0.54 $0.54 $0.54 $0.54 $0.54 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $9.05 Price & Dividend 15
Price & Dividend 20 $0.54 $0.54 $0.54 $0.54 $0.54 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $9.05 Price & Dividend 20
Price & Dividend 25 $0.54 $0.54 $0.54 $0.54 $0.54 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $9.05 Price & Dividend 25
Price H/L Median $7.99 $7.72 $9.35 $10.06 $10.74 $12.00 $14.00 $15.33 $14.92 $14.79 $10.69 $12.11 $10.43 $9.70 11.50% <-Total Growth 10 Stock Price
Increase 56.72% -3.38% 21.19% 7.59% 6.76% 11.73% 16.63% 9.50% -2.64% -0.87% -27.72% 13.24% -13.88% -6.95% -7.42% <-IRR #YR-> 5 Stock Price -31.97%
P/E Ratio -40.32 -17.77 -11.95 78.81 -225.02 174.38 554.71 245.40 169.99 2953.22 153.81 276.25 49.41 16.44 -7.11% <-IRR #YR-> 10 Stock Price 11.50%
Trailing P/E Ratio -11.41 -38.96 -21.53 -12.86 84.14 -251.42 203.37 607.43 238.91 168.51 2134.54 174.17 237.91 45.97 -2.83% <-IRR #YR-> 5 Price & Dividend -12.30%
P/E on Running 5 yr Average -13.71 -12.45 -15.09 -25.32 -40.24 -56.19 -115.04 324.12 379.57 296.66 213.83 225.38 124.97 52.76 -3.19% <-IRR #YR-> 10 Price & Dividend 73.26%
P/E on Running 10 yr Average -23.54 -20.16 -20.29 -22.45 -24.78 -30.16 -37.77 -53.56 -83.34 -136.28 -130.72 -356.32 159.53 86.93 -7.11 P/E Ratio Historical Median
Median 10, 5 Yrs D.  per yr 4.59% 3.92% % Tot Ret -162.08% -123% T P/E 188.77 237.91 P/E:  172.18 169.99 Count 19 Years of data
-$15.33 $0.00 $0.00 $0.00 $0.00 $10.43
-$9.35 $0.00 -$10.74 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $10.43
-$15.33 $0.59 $0.60 $0.61 $0.61 $11.04
-$9.35 $0.54 -$10.74 $0.55 $0.56 $0.57 $0.59 $0.60 $0.61 $0.61 $11.04
High Months Oct Mar Dec May Dec Dec Jun Dec Jan Jul Jan Jun Apr Dec
Price High $9.33 $8.99 $10.55 $11.22 $11.81 $13.24 $16.04 $16.26 $16.39 $15.75 $14.51 $13.71 $13.18 $11.18 24.93% <-Total Growth 10 Stock Price
Increase 42.88% -3.64% 17.35% 6.35% 5.26% 12.11% 21.15% 1.37% 0.80% -3.90% -7.87% -5.51% -3.87% -15.17% -4.11% <-IRR #YR-> 5 Stock Price -18.94%
P/E Ratio -47.12 -20.70 -13.49 87.90 -247.44 192.40 635.77 260.37 186.74 3144.91 208.77 312.88 62.47 18.95 2.25% <-IRR #YR-> 10 Stock Price 24.93%
Trailing P/E Ratio -13.33 -45.40 -24.30 -14.34 92.52 -277.40 233.09 644.49 262.45 179.44 2897.31 197.26 300.79 52.99 -9.33 P/E Ratio Historical Median
Median 10, 5 Yrs T P/E 215.17 262.45 P/E:  200.59 208.77 635.77 P/E Ratio Historical High
-$16.26 $0.00 $0.00 $0.00 $0.00 $13.18
-$10.55 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $13.18
Low Months Jan Sep Feb Aug Jan Jun Feb Jan Dec Jan Mar Feb Nov Apr
Price Low $6.64 $6.44 $8.15 $8.90 $9.67 $10.76 $11.95 $14.39 $13.45 $13.83 $6.87 $10.50 $7.67 $8.22 -5.89% <-Total Growth 10 Stock Price
Increase 81.42% -3.01% 26.55% 9.20% 8.65% 11.27% 11.06% 20.42% -6.53% 2.83% -50.33% 52.84% -26.95% 7.17% -11.82% <-IRR #YR-> 5 Stock Price -46.70%
P/E Ratio -33.53 -14.83 -10.42 69.73 -202.60 156.36 473.65 230.43 153.24 2761.53 98.85 239.62 36.35 13.93 -0.61% <-IRR #YR-> 10 Stock Price -5.89%
Trailing P/E Ratio -9.49 -32.52 -18.77 -11.38 75.76 -225.44 173.65 570.37 215.37 157.57 1371.78 151.07 175.04 38.96 -3.06 P/E Ratio Historical Median
Median 10, 5 Yrs T P/E 165.61 175.04 P/E:  154.80 153.24 -54.62 P/E Ratio Historical Low
-$8.15 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $7.67
$23.39 <-12 mths -11.23%
Free Cash Flow MS $37.75 $0.37 $47.35 $37.54 $31.43 $36.02 $31.33 $14.86 -$2.62 $52.23 $40.98 $26.35 -$35.0 -$5.0 -$7.0 7021.62% <-Total Growth 10 Free Cash Flow
Change -16.28% 14.60% -13.02% -52.57% -117.63% 2093.51% -21.54% -35.70% -232.83% 85.71% -40.00% -3.40% <-IRR #YR-> 5 Free Cash Flow MS -15.90%
FCF/CF from Op Ratio 0.30 0.27 0.23 0.17 0.07 -0.01 0.28 0.26 0.19 -0.25 #VALUE! #DIV/0! 53.20% <-IRR #YR-> 10 Free Cash Flow MS 7021.62%
Dividends paid $64.64 $61.36 $69.35 $72.85 $75.78 $76.94 $83.42 $90.01 $102.59 $100.49 $100.49 $116.10 $108.58 $145.54 $145.54 $145.54 56.56% <-Total Growth 10 Dividends paid
Percentage paid 244.80% 231.59% 287.30% 690.38% -3835% 192.40% 283.31% 412.08% -415.84% -2910.87% -2079.19% $2.64 <-Median-> 8 Percentage paid
5 Year Coverage 408.44% 361.86% 372.63% 400.80% 697.10% 774.58% 3252.90% 5 Year Coverage
Dividend Coverage Ratio 0.41 0.43 0.35 0.14 -0.03 0.52 0.35 0.24 -0.24 -0.03 -0.05 0.35 <-Median-> 8 Dividend Coverage Ratio
5 Year of Coverage 0.24 0.28 0.27 0.25 0.14 0.13 0.03 5 Year of Coverage
-$31 $0 $0 $0 $0 $26
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $26
$14.78 <-12 mths -20.36%
Free Cash Flow WSJ $38.61 $87.94 $38.63 $15.19 $40.43 -$9.73 $48.31 $35.96 $18.55 -$35.0 -$5.0 -$7.0 -51.95% <-Total Growth 8 Free Cash Flow
Change 127.76% -56.07% -60.68% 166.12% -124.08% 596.39% -25.56% -48.41% -288.64% 85.71% -40.00% 4.08% <-IRR #YR-> 5 Free Cash Flow WSJ 22.14%
FCF/CF from Op Ratio 0.31 0.76 0.24 0.08 0.18 -0.05 0.26 0.23 0.13 -0.25 #VALUE! #DIV/0! -8.75% <-IRR #YR-> 8 Free Cash Flow WSJ #DIV/0!
Dividends paid $75.78 $76.94 $83.42 $90.01 $102.59 $100.49 $100.49 $116.10 $108.58 $145.54 $145.54 $145.54 43.29% <-Total Growth 8 Dividends paid
Percentage paid 87.49% 215.95% 592.52% 253.77% -1032% 207.99% 322.82% 585.23% -415.84% -2910.87% -2079.19% $2.35 <-Median-> 8 Percentage paid
5 Year Coverage 262.94% 359.11% 391.57% 395.62% 983.16% 980.80% 8796.41% 5 Year Coverage
Dividend Coverage Ratio 1.14 0.46 0.17 0.39 -0.10 0.48 0.31 0.17 -0.24 -0.03 -0.05 0.35 <-Median-> 8 Dividend Coverage Ratio
5 Year of Coverage 0.38 0.28 0.26 0.25 0.10 0.10 0.01 5 Year of Coverage
-$15 $0 $0 $0 $0 $19
-$39 $0 $0 $0 $0 $0 $0 $0 $19
Market Cap in $M $1,116.3 $1,177.2 $1,787.6 $1,664.9 $2,005.2 $2,175.0 $2,784.9 $3,406.2 $2,884.3 $2,961.5 $2,395.5 $2,733.1 $1,981.3 $2,589.8 $2,589.8 $2,589.8 10.84% <-Total Growth 10 Market Cap 10.84%
Diluted # of Shares in Million 133.00 145.85 178.14 187.12 189.05 190.78 193.43 196.77 214.32 216.17 218.21 224.35 237.40 237.40 237.40 33.27% <-Total Growth 10 Diluted # of Shares in Million
Change 25.30% 9.66% 22.14% 5.04% 1.03% 0.92% 1.39% 1.73% 8.92% 0.86% 0.95% 2.81% 5.82% 0.00% 0.00% 2.91% <-IRR #YR-> 10 Change
Difference Diluted/Basic -1.8% 0.0% -5.6% -6.6% -6.5% -6.4% -2.2% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 3.83% <-IRR #YR-> 5 Difference Diluted/Basic
Change in Diluted Shares per Year
Basic # of Shares in Millions 130.67 145.85 168.14 174.84 176.77 178.52 189.22 196.77 214.32 216.17 218.21 224.35 237.40 237.40 237.40 41.19% <-Total Growth 10 Basic
Change 26.19% 11.61% 15.29% 3.99% 1.10% 0.99% 6.00% 3.99% 8.92% 0.86% 0.95% 2.81% 5.82% 0.00% 0.00% 3.40% <-Median-> 10 Change
Difference Basic/Outstanding 7.60% -2.16% 0.77% -1.83% -1.87% -1.18% 0.46% 6.46% -1.55% -1.44% -1.89% 3.06% -1.12% 0.17% #VALUE! -1.31% <-Median-> 10 Difference Basic/Outstanding
$141.7 <-12 mths 2.88%
# of Share in Millions 140.598 142.692 169.442 171.644 173.460 176.401 190.095 209.482 210.992 213.055 214.079 231.227 234.753 237.816 237.816 237.816 3.31% <-IRR #YR-> 10 Shares 38.54%
Change 11.80% 1.49% 18.75% 1.30% 1.06% 1.70% 7.76% 10.20% 0.72% 0.98% 0.48% 8.01% 1.52% 1.31% 0.00% 0.00% 2.30% <-IRR #YR-> 5 Shares 12.06%
Cash Flow from Operations $M $96.4 $111.0 $102.8 $131.9 $123.4 $115.8 $158.4 $182.0 $219.4 $196.5 $184.6 $156.3 $137.7 $141.7 <-12 mths 33.91% <-Total Growth 10 Cash Flow
Increase 48.80% 15.10% -7.35% 28.21% -6.43% -6.12% 36.74% 14.89% 20.55% -10.40% -6.07% -15.33% -11.91% 2.88% <-12 mths Why increase decrease
5 year Running Average $85.7 $95.0 $95.3 $101.4 $113.1 $117.0 $126.5 $142.3 $159.8 $174.4 $188.2 $187.8 $178.9 $163.4 <-12 mths 87.69% <-Total Growth 10 CF 5 Yr Running
CFPS $0.69 $0.78 $0.61 $0.77 $0.71 $0.66 $0.83 $0.87 $1.04 $0.92 $0.86 $0.68 $0.59 $0.60 <-12 mths -3.35% <-Total Growth 10 Cash Flow per Share
Increase 33.10% 13.41% -21.98% 26.57% -7.41% -7.69% 26.89% 4.26% 19.69% -11.27% -6.52% -21.61% -13.23% 1.55% <-12 mths 2.96% <-IRR #YR-> 10 Cash Flow 33.91%
5 year Running Average $0.84 $0.83 $0.73 $0.67 $0.71 $0.70 $0.72 $0.77 $0.82 $0.86 $0.91 $0.87 $0.82 $0.73 <-12 mths -5.42% <-IRR #YR-> 5 Cash Flow -24.32%
P/CF on Med Price 11.64 9.92 15.41 13.10 15.10 18.28 16.80 17.64 14.35 16.03 12.40 17.91 17.77 16.28 <-12 mths -0.34% <-IRR #YR-> 10 Cash Flow per Share -3.35%
P/CF on Closing Price 11.58 10.61 17.38 12.63 16.25 18.78 17.58 18.72 13.15 15.07 12.98 17.48 14.39 18.28 <-12 mths -7.55% <-IRR #YR-> 5 Cash Flow per Share -32.47%
11.36% Diff M/C 1.17% <-IRR #YR-> 10 CFPS 5 yr Running 12.30%
$228.08 <-12 mths 0.88%
Excl.Working Capital CF $0.7 $84.2 $127.4 $102.9 $114.3 $84.5 $67.0 $49.9 $42.6 $81.4 $73.2 $73.9 $88.4 $0.0 <-12 mths 1.27% <-IRR #YR-> 5 CFPS 5 yr Running 6.50%
Cash Flow from Operations $M WC $97.1 $195.2 $230.2 $234.7 $237.7 $200.3 $225.3 $231.9 $262.0 $278.0 $257.8 $230.2 $226.1 $141.7 <-12 mths -1.78% <-Total Growth 10 Cash Flow less WC
Increase 7.83% 101.00% 17.94% 1.98% 1.25% -15.73% 12.50% 2.89% 12.98% 6.12% -7.24% -10.71% -1.80% -37.34% <-12 mths -0.18% <-IRR #YR-> 10 Cash Flow less WC -1.78%
5 year Running Average $83.4 $110.1 $140.1 $169.5 $199.0 $219.6 $225.7 $226.0 $231.4 $239.5 $251.0 $252.0 $250.8 $226.8 <-12 mths -0.50% <-IRR #YR-> 5 Cash Flow less WC -2.48%
CFPS Excl. WC $0.69 $1.37 $1.36 $1.37 $1.37 $1.14 $1.19 $1.11 $1.24 $1.30 $1.20 $1.00 $0.96 $0.60 <-12 mths 6.00% <-IRR #YR-> 10 CF less WC 5 Yr Run 79.09%
Increase -3.55% 98.05% -0.68% 0.67% 0.19% -17.13% 4.40% -6.64% 12.17% 5.09% -7.69% -17.33% -3.28% -38.15% <-12 mths 2.11% <-IRR #YR-> 5 CF less WC 5 Yr Run 10.99%
5 year Running Average $0.80 $0.91 $1.01 $1.10 $1.23 $1.32 $1.28 $1.23 $1.21 $1.19 $1.21 $1.17 $1.14 $1.01 <-12 mths -3.38% <-IRR #YR-> 10 CFPS - Less WC -29.11%
P/CF on Median Price 11.56 5.64 6.88 7.36 7.84 10.57 11.81 13.85 12.02 11.34 8.88 12.16 10.82 16.28 <-12 mths -2.74% <-IRR #YR-> 5 CFPS - Less WC -12.98%
P/CF on Closing Price 11.50 6.03 7.77 7.09 8.44 10.86 12.36 14.69 11.01 10.65 9.29 11.87 8.76 18.28 <-12 mths 1.25% <-IRR #YR-> 10 CFPS 5 yr Running 13.21%
*Operational Cash Flow. CF/-WC P/CF Med 10 yr 16.42 5 yr  16.03 P/CF Med 10 yr 11.08 5 yr  11.34 64.99% Diff M/C -1.53% <-IRR #YR-> 5 CFPS 5 yr Running -7.40%
-$0.61 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.59 Cash Flow per Share
-$0.87 $0.00 $0.00 $0.00 $0.00 $0.59 Cash Flow per Share
-$0.73 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.82 CFPS 5 yr Running
-$0.77 $0.00 $0.00 $0.00 $0.00 $0.82 CFPS 5 yr Running
-$230.2 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $226.1 Cash Flow less WC
-$231.9 $0.0 $0.0 $0.0 $0.0 $226.1 Cash Flow less WC
-$140.1 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $250.8 CF less WC 5 Yr Run
-$226.0 $0.0 $0.0 $0.0 $0.0 $250.8 CF less WC 5 Yr Run
-$1.36 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.96 CFPS - Less WC
-$1.11 $0.00 $0.00 $0.00 $0.00 $0.96 CFPS - Less WC
OPM Ratio 13.45% 14.69% 11.64% 15.36% 14.26% 16.89% 20.89% 22.74% 25.31% 21.47% 19.88% 17.25% 19.45% 14.18% 67.14% <-Total Growth 10 OPM
Increase 39.77% 9.26% -20.81% 31.97% -7.16% 18.44% 23.69% 8.85% 11.32% -15.16% -7.41% -13.26% 12.79% -27.09% Should increase  or be stable.
Diff from Median -31.6% -25.3% -40.8% -21.9% -27.5% -14.1% 6.2% 15.6% 28.7% 9.2% 1.1% -12.3% -1.1% -27.9% 0.00 <-Median-> 10 OPM
*Operational Profit Margin (CF/Revenue) Ratio OPM 10 Yrs 19.67% 5 Yrs 19.88% should be  zero, it is a   check on calculations
Cash, Land, Bldg Assets $2,425.24 $2,645.73 $2,547.33 $2,429.49 2338.568 2892.348 $2,647.99 $3,422.58 $3,061.72 $3,129.86 $3,127.60 $3,919.25 $2,978.44 48.14% <-Total Growth 10 Cash, Land, Bldg Assets See PP&E
Change 9.09% -3.72% -4.63% -3.74% 23.68% -8.45% 29.25% -10.54% 2.23% -0.07% 25.31% -24.00% -1.90% <-Median-> 10 Change
Debt/Covering Assets 0.69 0.70 0.06 0.70 0.59 0.58 0.55 0.58 0.72 0.74 0.65 0.45 0.50 0.58 <-Median-> 10 Debt/Covering Assets
Long Term Debt $1,803.30 $1,670.89 $1,844.28 $145.79 $1,696.09 $1,371.66 $1,670.08 $1,449.03 $1,976.57 $2,207.05 $2,306.45 $2,033.38 $1,761.88 $1,501.48 -4.47% <-Total Growth 10 Debt Type
Change -0.61% -7.34% 10.38% -92.10% 1063.38% -19.13% 21.76% -13.24% 36.41% 11.66% 4.50% -11.84% -13.35% -14.78% -3.67% <-Median-> 10 Change Lg Term R
Debt/Market Cap Ratio 1.62 1.42 1.03 0.09 0.85 0.63 0.60 0.43 0.69 0.75 0.96 0.74 0.89 0.58 0.71 <-Median-> 10 Debt/Market Cap Ratio Lg Term R A
Assets/Current Liabilities Ratio 32.86 5.89 5.11 7.40 4.87 8.28 10.18 9.19 8.92 8.93 8.88 6.71 4.71 3.66 8.58 <-Median-> 10 Assets/Current Liabilities Intang/GW
Current Liabilities/Asset Ratio 0.03 0.17 0.20 0.14 0.21 0.12 0.10 0.11 0.11 0.11 0.11 0.15 0.21 0.00 0.12 <-Median-> 10 Current Liab/Asset Ratio Liquidity
Debt to Cash Flow (Years) 18.70 15.05 17.93 1.11 13.75 11.84 10.55 7.96 9.01 11.23 12.49 13.01 12.79 10.60 11.54 <-Median-> 10 Debt to Cash Flow (Years) Liq. + CF
Liq. + CF+D
Intangibles $0.00 $52.88 $50.78 $49.78 $49.03 $57.20 $57.98 $56.03 $65.51 $75.10 $75.10 $72.50 $28.14 $26.22 -44.59% <-Total Growth 10 Intangibles Debt Ratio
Goodwill $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 #DIV/0! <-Total Growth 10 Goodwill Leverage
Total $0.00 $52.88 $50.78 $49.78 $49.03 $57.20 $57.98 $56.03 $65.51 $75.10 $75.10 $72.50 $28.14 $26.22 -44.59% <-Total Growth 10 Total D/E Ratio
Change -3.98% -1.97% -1.51% 16.68% 1.36% -3.36% 16.91% 14.65% 0.00% -3.46% -61.19% -6.82% -0.76% <-Median-> 10 Change
Intangible/Market Cap Ratio 0.00 0.04 0.03 0.03 0.02 0.03 0.02 0.02 0.02 0.03 0.03 0.03 0.01 0.01 0.02 <-Median-> 10 Intangible/Market Cap Ratio
Current Assets $40.0 $64.4 $155.7 $57.8 $64.8 $33.1 $69.0 $97.5 $65.7 $88.0 $127.4 $146.9 $280.4 $74.6 Liquidity ratio of 1.5 and up, best Quick Ratio
Current Liabilities $81.5 $459.2 $588.6 $383.3 $555.9 $314.0 $274.6 $327.9 $371.9 $391.3 $393.0 $509.4 $744.6 $891.8 0.24 <-Median-> 10 Ratio
Liquidity Ratio 0.49 0.14 0.26 0.15 0.12 0.11 0.25 0.30 0.18 0.22 0.32 0.29 0.38 0.08 0.29 <-Median-> 5 Ratio
Liq. with CF aft div 0.25 0.12 0.23 0.12 0.30 0.38 0.63 0.67 0.60 0.58 0.63 0.48 0.49 0.24 0.58 <-Median-> 5 Ratio From 2014
Liq. with CF aft div (WC) 0.90 0.48 0.57 0.61 0.46 0.57 0.77 0.75 0.66 0.70 0.73 0.58 0.57 0.21 Used Cash Div
Liq. CF re  Inv+Div  0.17 0.10 0.16 -0.81 0.10 -2.00 -6.48 -2.20 -1.58 -33.61 -2.87 -3.44 0.02 0.08 -2.87 <-Median-> 5 Ratio
Curr Long Term Debt $0.0 $281.8 $282.2 $219.3 $372.2 $159.7 $143.7 $165.3 $183.6 $206.6 $198.7 $301.6 $391.1 $685.6 $206.6 <-Median-> 5 Ratio
Liquidity Less CLTD 0.49 0.36 0.51 0.35 0.35 0.21 0.53 0.60 0.35 0.48 0.66 0.71 0.79 0.36 0.66 <-Median-> 5 Ratio
Liq. with CF aft div 0.87 0.69 0.65 0.74 0.72 0.64 1.06 1.11 0.98 1.00 1.06 0.94 0.90 1.05 0.98 <-Median-> 5 Ratio From 2014
Liq. with CF aft div (WC) 0.87 1.02 0.97 1.14 1.17 1.01 1.37 1.30 1.13 1.28 1.31 1.16 1.10 1.05 1.16 <-Median-> 5 Ratio Used Cash Div
Assets $2,676.8 $2,706.5 $3,005.3 $2,838.0 $2,705.2 $2,599.4 $2,796.7 $3,013.9 $3,318.8 $3,494.4 $3,489.3 $3,417.3 $3,510.3 $3,260.0 Debt Ratio of 1.5 and up, best Current Ratio
Liabilities $1,981.4 $2,170.7 $2,451.2 $2,328.7 $2,271.7 $1,869.9 $1,971.7 $2,003.7 $2,385.4 $2,656.8 $2,755.3 $2,591.1 $2,740.5 $2,429.4 1.32 <-Median-> 10 Ratio
Debt Ratio 1.35 1.25 1.23 1.22 1.19 1.39 1.42 1.50 1.39 1.32 1.27 1.32 1.28 1.34 1.32 <-Median-> 5 Ratio
Total Book Value 695.41 535.79 554.13 509.23 433.54 729.52 824.98 1010.17 933.47 837.57 733.98 826.11 769.80 830.54 38.92% <-Total Growth 10 Total Book Value
NCI 5.43 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 NCI
Net Book Value $689.979 $535.8 $554.1 $509.2 $433.5 $729.5 $825.0 $1,010.2 $933.5 $837.6 $734.0 $826.1 $769.8 $830.5 $830.5 $830.5 38.92% <-Total Growth 10 Net Book Value
Book Value per share $4.91 $3.75 $3.27 $2.97 $2.50 $4.14 $4.34 $4.82 $4.42 $3.93 $3.43 $3.57 $3.28 $3.49 $3.49 $3.49 0.27% <-Total Growth 10 Book Value per Share
Increase -6.15% -23.49% -12.91% -9.28% -15.75% 65.46% 4.94% 11.12% -8.25% -11.14% -12.79% 4.21% -8.22% 6.50% 0.00% 0.00% 8.26% P/B Ratio Current/Historical Median
P/B Ratio (Median) 1.63 2.05 2.86 3.39 4.30 2.90 3.22 3.18 3.37 3.76 3.12 3.39 3.18 2.78 0.00 0.00 2.88 P/B Ratio Historical Median
P/B Ratio (Close) 1.62 2.20 3.23 3.27 4.63 2.98 3.38 3.37 3.09 3.54 3.26 3.31 2.57 3.12 3.12 3.12 0.03% <-IRR #YR-> 10 Book Value per Share 0.27%
Change 23.87% 35.80% 46.83% 1.35% 41.46% -35.54% 13.22% -0.11% -8.37% 14.43% -7.69% 1.37% -22.20% 21.15% 0.00% 0.00% -7.42% <-IRR #YR-> 5 Book Value per Share -32.00%
Leverage (A/BK) 3.88 5.05 5.42 5.57 6.24 3.56 3.39 2.98 3.56 4.17 4.75 4.14 4.56 3.93 4.17 <-Median-> 5 A/BV
Debt/Equity Ratio 2.87 4.05 4.42 4.57 5.24 2.56 2.39 1.98 2.56 3.17 3.75 3.14 3.56 2.93 3.17 <-Median-> 5 Debt/Eq Ratio
Shareholders' Equity (Assets less Liabilities) P/B Ratios 10 yr Med 3.30 5 yr Med 3.37 -5.47% Diff M/C 3.92 Historical Leverage (A/BK)
-$3.27 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $3.28
-$4.82 $0.00 $0.00 $0.00 $0.00 $3.28
$188.909 <-12 mths 281.40%
Total Comprehensive Income $30.903 -$62.147 -$140.846 $26.987 -$1.252 $357.579 $4.796 $13.082 $18.519 $1.067 $14.879 $10.132 $49.531
NCI -$0.065 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000
Shareholders $30.968 -$62.147 -$140.846 $26.987 -$1.252 $357.579 $4.796 $13.082 $18.519 $1.067 $14.879 $10.132 $49.531 135.17% <-Total Growth 10 Comprehensive Income
Increase 134.98% -300.68% -126.63% 119.16% -104.64% 28661% -98.66% 172.77% 41.56% -94.24% 1294.47% -31.90% 388.86% 41.56% <-Median-> 5 Comprehensive Income
5 Yr Running Average -$42 -$51 -$66 -$47 -$29 $36 $49 $80 $79 $79 $10 $12 $19 #NUM! <-IRR #YR-> 10 Comprehensive Income 135.17%
ROE 4.5% -11.6% -25.4% 5.3% -0.3% 49.0% 0.6% 1.3% 2.0% 0.1% 2.0% 1.2% 6.4% 30.51% <-IRR #YR-> 5 Comprehensive Income 278.62%
5Yr Median -9.1% -10.4% -11.6% -11.6% -0.3% -0.3% 0.6% 1.3% 1.3% 1.3% 1.3% 1.3% 2.0% #NUM! <-IRR #YR-> 10 5 Yr Running Average 128.68%
% Difference from Net Income 217.58% 1.87% -1.08% 12.99% 84.88% 2845.70% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -25.17% <-IRR #YR-> 5 5 Yr Running Average -76.54%
Median Values Diff 5, 10 yr 0.0% 0.0% 2.0% <-Median-> 5 Return on Equity
$140.8 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $49.5
-$13.1 $0.0 $0.0 $0.0 $0.0 $49.5
$65.7 $0.0 $0.0 -$36.1 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $18.8
-$80.2 $0.0 $0.0 $0.0 $0.0 $18.8
Current Liability Coverage Ratio 1.19 0.43 0.39 0.61 0.43 0.64 0.82 0.71 0.70 0.71 0.66 0.45 0.30 0.16   CFO / Current Liabilities
5 year Median 1.11 0.88 0.79 0.61 0.43 0.43 0.61 0.64 0.70 0.71 0.71 0.70 0.66 0.45 0.65 <-Median-> 10 Current Liability Cov Ratio
Asset Efficiency Ratio 3.63% 7.21% 7.66% 8.27% 8.79% 7.71% 8.06% 7.69% 7.89% 7.95% 7.39% 6.74% 6.44% 4.35% CFO / Total Assets
5 year Median 3.2% 3.5% 3.6% 7.2% 7.7% 7.7% 8.1% 8.1% 7.89% 7.89% 7.89% 7.69% 7.39% 6.74% 7.8% <-Median-> 10 Return on Assets 
Return on Assets ROA -1.0% -2.3% -4.6% 0.8% -0.3% 0.5% 0.2% 0.4% 0.6% 0.0% 0.4% 0.3% 1.4% 4.4% Net  Income/Assets Return on Assets
5Yr Median -2.6% -2.6% -2.7% -2.3% -1.0% -0.3% 0.2% 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% 0.4% <-Median-> 10 Asset Efficiency Ratio
Return on Equity ROE -3.8% -11.8% -25.1% 4.7% -1.9% 1.7% 0.6% 1.3% 2.0% 0.1% 2.0% 1.2% 6.4% 17.1% Net Inc/ Shareholders' equity Return on Equity
5Yr Median -8.9% -10.8% -11.8% -10.8% -3.8% -1.9% 0.6% 1.3% 1.3% 1.3% 1.3% 1.3% 2.0% 2.0% 1.5% <-Median-> 10 Return on Equity
$188.91 <-12 mths 281.40%
Net Income -$26.717 -$63.331 -$139.342 $23.884 -$8.279 $12.139 $4.796 $13.082 $18.519 $1.067 $14.879 $10.132 $49.531
NCI -$0.380 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000 $0.000
Shareholders -$26.337 -$63.331 -$139.342 $23.884 -$8.279 $12.139 $4.796 $13.082 $18.519 $1.067 $14.879 $10.132 $49.531 $142 $2 $12 135.55% <-Total Growth 10 Net Income
Increase 63.03% -140.46% -120.02% 117.14% -134.66% 246.62% -60.49% 172.77% 41.56% -94.24% 1294.47% -31.90% 388.86% 186.69% -98.33% 404.59% EPS/CF Ratio should not be higher than 1.00
5 Yr Running Average -$55.8 -$65.5 -$79.9 -$55.3 -$42.7 -$35.0 -$21.4 $9.1 $8.1 $9.9 $10.5 $11.5 $18.8 $43.5 $43.8 $43.2 #NUM! <-IRR #YR-> 10 Net Income 135.55%
Operating Cash Flow $96.4 $111.0 $102.8 $131.9 $123.4 $115.8 $158.4 $182.0 $219.4 $196.5 $184.6 $156.3 $137.7 30.51% <-IRR #YR-> 5 Net Income 278.62%
Investment Cash Flow -$74.9 -$80.6 -$277.5 -$69.3 -$8.5 -$72.3 -$231.7 -$303.1 -$371.1 -$297.4 -$62.2 -$36.5 -$165.6 #NUM! <-IRR #YR-> 10 5 Yr Running Average 123.55%
Total Accruals -$47.9 -$93.8 $35.3 -$38.7 -$123.1 -$31.4 $78.1 $134.2 $170.3 $101.9 -$107.5 -$109.7 $77.4 15.59% <-IRR #YR-> 5 5 Yr Running Average 106.32%
Total Assets $2,676.8 $2,706.5 $3,005.3 $2,838.0 $2,705.2 $2,599.4 $2,796.7 $3,013.9 $3,318.8 $3,494.4 $3,489.3 $3,417.3 $3,510.3 Balance Sheet Assets
Accruals Ratio -1.79% -3.46% 1.18% -1.36% -4.55% -1.21% 2.79% 4.45% 5.13% 2.92% -3.08% -3.21% 2.21% 2.21% <-Median-> 5 Ratio
EPS/CF Ratio (WC) -0.29 -0.32 -0.58 0.09 -0.03 0.06 0.02 0.06 0.07 0.00 0.06 0.04 0.22 0.06 <-Median-> 10 EPS/CF Ratio
$139.3 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $49.5
-$13.1 $0.0 $0.0 $0.0 $0.0 $49.5
$79.9 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $18.8
-$9.1 $0.0 $0.0 $0.0 $0.0 $18.8
Change in Close 16.25% 3.90% 27.88% -8.06% 19.18% 6.66% 18.82% 10.99% -15.93% 1.68% -19.50% 5.63% -28.60% 29.03% 0.00% 0.00% Count 20 Years of data
up/down Down Count 5 25.00%
Meet Prediction? % right Count 3 60.00%
Financial Cash Flow -$113.4 -$34.7 $170.0 -$54.5 -$113.4 -$51.9 $100.3 $135.8 $136.8 $93.9 -$75.2 -$94.5 -$39.1 C F Statement  Financial Cash Flow
Total Accruals $65.5 -$59.1 -$134.7 $15.9 -$9.7 $20.5 -$22.3 -$1.6 $33.5 $8.0 -$32.4 -$15.2 $116.5 Accruals
Accruals Ratio 2.45% -2.18% -4.48% 0.56% -0.36% 0.79% -0.80% -0.05% 1.01% 0.23% -0.93% -0.44% 3.32% 0.23% <-Median-> 5 Ratio
Cash $14.7 $10.7 $5.3 $8.6 $10.9 $3.0 $30.1 $44.8 $29.8 $22.9 $70.2 $95.5 $28.5 $13.8 Cash
Cash per Share $0.10 $0.07 $0.03 $0.05 $0.06 $0.02 $0.16 $0.21 $0.14 $0.11 $0.33 $0.41 $0.12 $0.06 $0.14 <-Median-> 5 Cash per Share
Percentage of Stock Price 1.32% 0.91% 0.30% 0.52% 0.54% 0.14% 1.08% 1.31% 1.03% 0.77% 2.93% 3.49% 1.44% 0.53% 1.44% <-Median-> 5 % of Stock Price
Notes:
December 6, 2023.  Last estimates were for $1023M, $867M and $894M, $0.49, $0.58 and $0.74 AFFO, $0.56, $0.63 and $0.80 FFO, -$0.05, -$0.07, $0.07 EPS, 
$0.61, $0.61 and $0.61 Dividends, -$91M, -$10M and -$5M for FCF, -$11M, -$17M and $16M for Net Income.
December 9, 2022.  Last estimates were for 2021, 2022 and 2023 of $909M, $950M and $1006M for Revenue, $0.57, $0.72 and $0.86 for AFFO, 
$0.63, $0.79 and $0.93 for FFO, -$0.07 for 2021 for EPS, $0.61, $0.61 and $0.62 for Dividends, -$25M, -$22M and -$8M for FCF.
December 11, 2021.  Last estimates were for 2020, 2022 and 2021 of $932M, $941M and $979M for Revenue, $0.69, $0.75 and $0.85 for AFFO, $0.76, $0.82 and $0.92 for FFO, 
-$0.03 and -$0.07 for EPS for 2020-21, $0.61, $0.61 and $0.62 for Dividends, $9M, $1M and -|$8M for FCF, and $23M for 2020 for Net Income.
December 19, 2020.  Last estimates were for 2019, 2020 and 2021 of 917M, $878M and $904M for Revenue, $0.85, $0.90 and $0.99 for AFFO, $0.92, $0.96 and $1.07 for FFO, 
$0.09. $0.11 and $0.13 for EPS, $0.60, $0.61 and $0.61 for Dividends, and $21M and $23M for Net Income for 2019 and 2020.
2012.  The company was rebranded as Chartwell Retirement Residences
2003.  The company was founded in 2003 through the merger of JBG Management Inc., Alert Care Corporation, and Chartwell Care Corporation 
forming the new entity Chartwell Seniors Housing Real Estate Investment Trust
Sector:
Health Care, Consumer
What should this stock accomplish?
Would I buy this company and Why.
Why am I following this stock. 
I saw this stock on a dividend investing blog and looked it up on Stock Chase.
Why I bought this stock.
Dividends
Dividends are paid monthly.  Dividends are declared in one month for shareholders of record of the same month and paid in the next month.
For example, the dividends declared on July 15, 2019 for the shareholders of record of July 31, 2019 and payble on August 15, 2019
It would seem that a good portion is non-taxable as Return of Capital.  It varies every year. 
Misson Statement or closes thing I can find.
What I am looking for is a statement that the company wants to do well by their customers, employees, and community and and thereby earn shareholders a reasonable return.
For customers 
For employees 
For community 
For investors 
How they make their money.
Chartwell Retirement Residences is an unincorporated open-ended real estate trust that is engaged in the ownership, operations, and management of retirement residences and long-term care 
homes in Canada. The company has two operating segments; The Retirement Operations segment and the Long-Term Care Operations segment. 
Shares; '%, Value $M Tot Ret Cap Gain Div. Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M Shares %, Val $M   Change
Date 12.18% 7.10% 5.07% 12.18% 2018 Aug 8 2019 Dec 19 2020 Dec 11 2021 Dec 9 2022 Dec 6 2023
Volodarski, Vlad 17.79% 10.06% 7.73% 17.79% 0.019 0.01% 0.019 0.01% 0.032 0.01% 0.032 0.01% 0.032 0.01% 0.032 0.01% Was CFO, CEO 2020 0.00%
CEO - Shares - Amount 6.75% 0.73% 6.02% 6.75% $0.260 $0.264 $0.357 $0.377 $0.269 $0.347
Options - percentage 0.352 0.17% 0.376 0.18% 0.506 0.24% 0.624 0.27% 0.774 0.33% 0.961 0.40% 24.20%
Options - amount $4.815 $5.221 $5.667 $7.372 $6.532 $10.468
Tot Ret Cap Gain Div.
Boulakia, Jonathan 8.36% 3.76% 4.60% 8.36% 0.022 0.01% 0.023 0.01% 0.023 0.01% 0.025 0.01% 0.026 0.01% 0.028 0.01% 7.71%
CFO- Shares - Amount 13.53% 7.36% 6.17% 13.53% $0.296 $0.313 $0.262 $0.294 $0.217 $0.302
Options - percentage 5.32% 0.10% 5.22% 5.32% 0.213 0.10% 0.233 0.11% 0.287 0.13% 0.334 0.14% 0.388 0.17% 0.467 0.20% 20.45%
Options - amount 6.72% 0.79% 5.93% 6.72% $2.919 $3.236 $3.216 $3.944 $3.272 $5.086
Harris, Sheri Lynn (Annable) Tot Ret Cap Gain Div. check 0.000 0.00% 0.000 0.00% 0.000 0.00% Cannot find #DIV/0!
CFO - Shares - Amount 2.99% -1.92% 4.91% 2.99% $0.000 $0.000 $0.000 found Sheri Lynn Annable?
Options - percentage 9.63% 3.49% 6.14% 9.63% 0.297 0.14% 0.353 0.15% 0.399 0.17% -100.00%
Options - amount 2.77% -2.16% 4.93% 2.77% $3.327 $4.168 $3.369
5.81% -0.53% 6.34% 5.81%
Sullivan, Karen Leslie 0.017 0.01% 0.021 0.01% 20.78%
Officer- Shares - Amount Tot Ret Cap Gain Div. check $0.144 $0.225
Options - percentage 0.21% -4.20% 4.42% 0.22% 0.361 0.15% 0.535 0.22% 48.28%
Options - amount 9.60% 3.66% 5.94% 9.60% $3.044 $5.823
4.07% -0.90% 4.97% 4.07%
Binions, W. Brent 5.98% -0.20% 6.18% 5.98% 0.086 0.04% 0.089 0.04% 0.134 0.06% 0.140 0.06% 0.147 0.06% 5.07%
Director - Shares - Amount $1.175 $1.240 $1.587 $1.183 $1.603
Options - percentage Tot Ret Cap Gain Div. check 0.793 0.38% 0.688 0.32% 0.540 0.23% 0.554 0.24% 0.571 0.24% 3.19%
Options - amount -7.45% -12.29% 4.84% -7.45% $10.845 $9.566 $6.383 $4.673 $6.222
3.76% -2.21% 5.97% 3.76%
Bastarache, Lise 4.26% -1.76% 6.03% 4.26% 0.000 0.00% 0.000 0.00% 0.000 0.00% 0.000 0.00%
Director - Shares - Amount 4.97% -1.94% 6.91% 4.97% $0.000 $0.000 $0.000 $0.000
Options - percentage 0.112 0.05% 0.120 0.06% 0.132 0.06% 0.141 0.06%
Options - amount $1.532 $1.667 $1.473 $1.667
Thomas, John Huw 0.000 0.00% 0.000 0.00% 0.000 0.00% #DIV/0!
Chairman - Shares - Amt $0.000 $0.000 $0.000
Options - percentage 0.176 0.08% 0.185 0.08% 0.196 0.08% 5.75%
Options - amount $2.081 $1.561 $2.129
Harris, Michael Dean 0.149 0.07% 0.155 0.07% 0.159 0.07% 0.161 0.07%
Chairman - Shares - Amt $2.041 $2.149 $1.776 $1.905
Options - percentage 0.299 0.14% 0.336 0.16% 0.367 0.17% 0.389 0.17%
Options - amount $4.081 $4.664 $4.107 $4.593
Increase in O/S Shares 0.295 0.14% 0.043 0.02% 0.138 0.06% 0.271 0.13% 0.047 0.02% 0.138 0.06% When you have only an  0.000
Due to Stock Options $4.800 $0.589 $1.922 $3.037 $0.558 $1.164 Amount-->
Book Value $5.171 $1.090 $2.736 $2.858 $0.836 $2.620
Insider Buying $0.000 $0.000 -$0.161 -$0.133 -$0.141 -$0.141
Insider Selling $0.000 $0.000 $0.000 $0.000 $0.000 $0.000
Net Insider Selling $0.000 $0.000 -$0.161 -$0.133 -$0.141 -$0.141
Net Selling % of Market Cap 0.00% 0.00% -0.01% 0.00% -0.01% -0.01%
Directors 8 9 9 9 9
Women 3 38% 3 33% 3 33% 3 33% 3 33%
Minorities 0 0% 0 0% 0 0% 0 0% 0 0%
Institutions/Holdings 101 31.01% 20 23.64% 20 21.81% 20 22.34% 20 22.18%
Total Shares Held 66.167 31.06% 50.539 23.72% 50.260 21.74% 52.197 22.23% 53.057 22.31%
Increase/Decrease 3 Mths -1.521 -2.25% -0.985 -1.91% -1.133 -2.21% -1.666 -3.09% 8.856 20.03%
Starting No. of Shares 67.688 51.524 Top 20 MS 51.393 Top 20 MS 53.863 Top 20 MS 44.201 Top 20 MS
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