Investment Q&A

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?

Q: An updated opinion on Norbord please, following the announced merger deal with Ainsworth Lumber? And is the lofty dividend sustainable? Thanks!

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: What's your current out look for tog compared to sgy which I also hold.
thx

Q: Hi Peter and gang. Do you think TEI will have to cut its dividend now? I was just looking through a management presentation on their website and they say they get 50% of revenue from nat gas and 50% from oil. How offside is their dividend and what size of cut would you ballpark if so? Thanks!

Q: In this time of selloff in anything related to oil, What do you think of a switch from Gibson to Enbridge.

Q: Hi Peter,
Is there a rule(s) that you use to determine when to sell a losing position? I seem to always let certain positions drop 50%+, end up getting frustrated and selling. Some of my current losers include ARE, LOY.V, AVO, SGY. All are approaching 50% loses. On the flip side, what rule(s) do you use to determine when to sell a winning position? Thanks for all you do.

Q: I've been adding a bit to CLO, WCP, and CNQ as the price of Oil has tumbled. CLO,WCP,MX,RRX,ENF,CNQ represent about 15% of my portfolio. Do you think its worth adding more at this stage of just holding on?

Q: Hi 5i team,

A few weeks ago I dumped a whole bunch of COS shares at the open of market. I've never really understood "who or "what" is buying these shares that I'm selling. In Particular, it seems no one in his or her right mind would be an active buyer of oil stocks, yet someone is on the other end of my trade accepting the garbage that I am throwing out. Who is it? Is it ETF's that are required to purchased stocks to keep their balance of holdings equal? Or something like this? Thanks!

Q: Good Morning
I have a very small Oil & Gas holding and would like to gradually raise my holdings to approx. 10%. I am looking at using XEG & ZEO in equal weights. Would you recommend this strategy or do you have an alternative?

Thanks to the hard working Team

Q: Is EMA a good stock investment??

Q: There is currently blood on the streets in the energy and banking sectors (as well as others). Should I be backing up the truck or do you think signs are pointing to bigger problems
Thanks

Q: With the TSX down so much today I decided to do a little gambling, and purchased April calls on BTE and CPG. Can you recommend one or two others that you might prefer?

Thanks for your help,

Glen

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

Q: You may have received this previously as I was typing it - it seemed to disappear and I hadn't submitted it or finished.

MAC D available with my Scotia Itrade account - what am I looking for high numbers/low numbers, straight lines, crooked lines?

Oil last got this low middle of 2009. ACQ my cost $76.00 - is falling faster than my oil stocks. Will it see $35.00 before it sees $55.00? I read your questions and answers and in the past you have said you have not noticed any negative news about ACQ.

CXI currency - big drop December 8th. Any news?

Hopefully the questions were not too long.

Thank you, Dennis

Q: Could you please give an update on WIR.U
Do they have enough cash to pay their dividend, and do you think they are in a position to acquire more assets.

Q: Which of the two companies would you consider a buy (for the long term) at present?

Q: Good Morning 5i

In this current market, can you give me three oil or gas names that are now attractive to pick up. I want stocks that would rise over a three year period based on premise that current cuts are short-lived or that the companies will do well by acquisition in a downturned market.

I'm looking for a three year hold.

Thanks for all you do!

Q: What do you think about the class-action suit against weq,about quarterly earnings lower than anticipated?I own the deb.
thank you
m.

Q: How significantly do you rate any concerns about a US bill getting passed regulating or banning internet gambling? Thanks.