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  5. CSH.UN: Spring Greetings, 1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? [Chartwell Retirement Residences]
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Investment Q&A

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Q: Spring Greetings,

1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?

2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?

Many Thanks

Asked by Arzoo on March 31, 2026
5i Research Answer:

Most of these have recently seen pullbacks within a larger uptrend, and we would classify most of these names as being defensive, income-oriented names. EXE, SIA, and CSH.UN are within the long-term care and retirement housing themes, while FTS is a regulated utility name. The fundamentals are there to back these moves, and largely valuations are not overly stretched either. Typically, we prefer not to sell just for the sake of selling after something has gone up, we usually view a strong run-up as a good sign and an indication that something is likely going right at those companies. Largely, we prefer to 'water the flowers and trim the weeds', not the other way around. 

These names are mostly concentrated in a specific theme, and for diversification outside, we also like consumer staples names right now.