Q: Hi Peter and Team,
Is there any negative news today? The stock is down 3.6%.
Thanks as always for your valuable insight.
Is there any negative news today? The stock is down 3.6%.
Thanks as always for your valuable insight.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: H&R creates a strategic alliance with PSP Investments and Crestpoint through the sale of an interest in over $1.4 billion of industrial properties to launch a new industrial platform
8:00AM ET on Wednesday Dec 03, 2014 by CNW Group
H&R Real Estate Investment Trust ("H&R") (TSX: HR.UN; HR.DB.D; HR.DB.E and HR.DB.H) announced today that it has entered into agreements to sell to an affiliate of the Public Sector Pension Investment Board ("PSP Investments") and affiliates of Crestpoint Real Estate Investments Ltd. ("Crestpoint") a 50% interest in a portfolio of Canadian industrial properties and a 49.5% interest in a portfolio of U.S. industrial properties (collectively the "Portfolio") for a total purchase price of approximately C$731 million. H&R will remain the property manager and collect industry standard fees. The Portfolio consists of a total of 101 properties comprising approximately 19.5 million sq. ft. of industrial space located in Canada and in the United States. The sale transactions are expected to close in two tranches, in December 2014 and in February 2015, subject to customary closing conditions.
This was the announcement that sent HR on a new plunge the other day. I found it extremely odd ball that the news did not come from HR rather then the secondary party. However be that as it may, what exactly in fundamental terms does there mean for HR investors? In technical terms it means sell calls, buy puts and watch out for a dividend cut. What actually is taking place here?
8:00AM ET on Wednesday Dec 03, 2014 by CNW Group
H&R Real Estate Investment Trust ("H&R") (TSX: HR.UN; HR.DB.D; HR.DB.E and HR.DB.H) announced today that it has entered into agreements to sell to an affiliate of the Public Sector Pension Investment Board ("PSP Investments") and affiliates of Crestpoint Real Estate Investments Ltd. ("Crestpoint") a 50% interest in a portfolio of Canadian industrial properties and a 49.5% interest in a portfolio of U.S. industrial properties (collectively the "Portfolio") for a total purchase price of approximately C$731 million. H&R will remain the property manager and collect industry standard fees. The Portfolio consists of a total of 101 properties comprising approximately 19.5 million sq. ft. of industrial space located in Canada and in the United States. The sale transactions are expected to close in two tranches, in December 2014 and in February 2015, subject to customary closing conditions.
This was the announcement that sent HR on a new plunge the other day. I found it extremely odd ball that the news did not come from HR rather then the secondary party. However be that as it may, what exactly in fundamental terms does there mean for HR investors? In technical terms it means sell calls, buy puts and watch out for a dividend cut. What actually is taking place here?
Q: Can you provide a few non-energy, non-energy related, and non-Alberta names that have been hit unfairly over the past couple months? I'm looking for some potential bargains, but not sure if the oil decline is really over. Thanks!
Q: Hello: I am seeing the stock price go down a bit, and have been hoping to buy ESL in the near future: do you see any specific problems for why the stock price declined yesterday? Thanks so much,
Marilyn
Marilyn
Q: How significantly do you rate any concerns about a US bill getting passed regulating or banning internet gambling? Thanks.
Q: Hi Peter
Any bad news today?
Thanks
Dennis
Any bad news today?
Thanks
Dennis
Q: I received the following regarding my Tim Horton shares.
Investors can elect to receive one or a combination of the following options:
1. Cash – Canadian Funds (subject to proration) - $88.50 for each common share of TH Inc. tendered.
2. Cash – U.S. Funds (subject to pro ration) - to receive the U.S. dollars equivalent of C$88.50 for each common share of TH Inc. tendered
3. Shares (subject to proration – cash portion will be paid in Canadian funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
4. Shares (subject to proration – cash portion will be paid in U.S. Funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
5. Cash and shares – Canadian funds – receive C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.
6. Cash and shares – U. S. funds – receive the U.S. Dollar equivalent of C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.
The default is option 5.
What option is recommended?
Investors can elect to receive one or a combination of the following options:
1. Cash – Canadian Funds (subject to proration) - $88.50 for each common share of TH Inc. tendered.
2. Cash – U.S. Funds (subject to pro ration) - to receive the U.S. dollars equivalent of C$88.50 for each common share of TH Inc. tendered
3. Shares (subject to proration – cash portion will be paid in Canadian funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
4. Shares (subject to proration – cash portion will be paid in U.S. Funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
5. Cash and shares – Canadian funds – receive C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.
6. Cash and shares – U. S. funds – receive the U.S. Dollar equivalent of C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.
The default is option 5.
What option is recommended?
Q: I acquired half position of Stantec at $34.85 recently, would you recommend to make it a full position to take advantage of the drop in share price? The other choice is initiate a position in WSP.TO.
As always, your advice is greatly appreciated!
As always, your advice is greatly appreciated!
Q: Peter What is your current take on this stock I held it for a few years dead money /
Stan
Stan
Q: How will the lower price of oil affect revenues for Badger? How much of their business is energy related? I have held badger since it was an income trust and wondering if I should lighten up.
Q: I noticed that on my TDW brokerage statements, the regular payment is recorded as a "distribution" even though it is summarized in monthly "dividends" total. It's made me question whether Boyd is paying out a dividend or something else.
Can you please shed some light on this before I contact the broker?
Can you please shed some light on this before I contact the broker?
Q: RE: NAL.TO
I think the company may be affected by lower oil prices in two ways: First, it may get let work to do; and second, the recovered oil may get a lower price.
After taking consideration of the new reality, would you recommend it as part of a portfolio? Can we say Newalta is a potential Peter Lynch favorite that is boring and involving dirty, even disgusting, wastes?
I think the company may be affected by lower oil prices in two ways: First, it may get let work to do; and second, the recovered oil may get a lower price.
After taking consideration of the new reality, would you recommend it as part of a portfolio? Can we say Newalta is a potential Peter Lynch favorite that is boring and involving dirty, even disgusting, wastes?
Q: Hi Peter & Team.
I've made a reasonable return on Magna since picking it up on the pull back in October. I've heard a couple of analysts comment that they think the stock is at it's top. I'm ready to hit the sell button but would appreciate your thoughts. Thx Scott
I've made a reasonable return on Magna since picking it up on the pull back in October. I've heard a couple of analysts comment that they think the stock is at it's top. I'm ready to hit the sell button but would appreciate your thoughts. Thx Scott
Q: Hi team, without regard to sector, but with the exception of oil and gas, I have some cash and would like to pick up 2 or 3 oversold stocks. Could you suggest 5 good quality good value stocks? Thanks so much.
Q: Hi again team, Would you pls. comment on their financial results....anything to worry about? It's down almost 3%.
Thank you.
Thank you.
Q: Hi Peter & 5i Research Team,
This might be of interest to other members also. I just happened to log into my TD Waterhouse account at 11.30 pm on Dec 4 and was surprised to see that my stop loss and buy orders for Amaya were "pending cancellation" and no longer active. I immediately telephoned TDW and was initially told that I must have cancelled them myself! When I said I did not, they put me on hold and then came back to inform me that TDW cancelled these orders because Amaya Gaming has changed its name to Amaya Inc. On my request they then reinstated the orders over the telephone. They also said that if I had not called them these cancelled orders would not have automatically been reinstated! Do you know if other brokers do the same? Because if I had not noticed this by chance I could potentially have lost out monetarily when the markets opened tomorrow.
This might be of interest to other members also. I just happened to log into my TD Waterhouse account at 11.30 pm on Dec 4 and was surprised to see that my stop loss and buy orders for Amaya were "pending cancellation" and no longer active. I immediately telephoned TDW and was initially told that I must have cancelled them myself! When I said I did not, they put me on hold and then came back to inform me that TDW cancelled these orders because Amaya Gaming has changed its name to Amaya Inc. On my request they then reinstated the orders over the telephone. They also said that if I had not called them these cancelled orders would not have automatically been reinstated! Do you know if other brokers do the same? Because if I had not noticed this by chance I could potentially have lost out monetarily when the markets opened tomorrow.
Q: Despite all the negatives about this company and lack of confidence even by the directors (based on their sales of stock), I see the CEO has been continuously purchasing shares from February to the present. He had about 100,000 and now has about 450,000 (direct and indirect). Is he an idiot or should I be following his lead? As always, I very much appreciate your opinion
Q: Hello, I originally bought ACQ at 81 dollars. It was 2 percent of my portfolio. It fell to 48 dollars today which is about 1 percent of my portfolio so I just bought enough to bring it back up to two percent. Was this a mistake? Why had it fallen do much? I thought low gas prices usually equated to an increase in car sales?
Thanks,
Carla
Thanks,
Carla
Q: I have been watching two stocks this year that have fallen off a cliff. Canexus (cus) and Horizon North (hnl). Both of these stocks are down more than 60% this year. Are these dead companies or are either of them 2015 comeback candidates?
Q: Do you have any thoughts on the recent acquisition. Thanks.