Investment Q&A

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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• Pembina Pipeline Corporation (PPL)
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• Inter Pipeline Ltd. (IPL)
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• H&R Real Estate Investment Trust (HR.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Vermilion Energy Inc. (VET)
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• Pason Systems Inc. (PSI)
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• Tricon Residential Inc. (TCN)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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• High Arctic Energy Services Inc. (HWO)
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• European Residential Real Estate Investment Trust (ERE.UN)
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Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don

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Read Answer Asked by don on October 05, 2020

• H&R Real Estate Investment Trust (HR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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• Alaris Equity Partners Income Trust (AD.UN)
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Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.

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Read Answer Asked by Paul on August 28, 2020

• Newell Brands Inc. (NWL)
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• H&R Real Estate Investment Trust (HR.UN)
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• Birchcliff Energy Ltd. (BIR)
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• Laurentian Bank of Canada (LB)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Western Forest Products Inc. (WEF)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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• Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)
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• HEXO Corp. (HEXO)
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Q: These are my biggest losers across my accounts. What are their prospects? Are any worth keeping, or is just time to move on? I don’t mind some risk, but don’t want to hold the hopeless ones any longer.
Len

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Read Answer Asked by Leonard on August 19, 2020

• Cenovus Energy Inc. (CVE)
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• H&R Real Estate Investment Trust (HR.UN)
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Q: Is there any reason at all to hang onto either of these two companies -- HR Reit and Cenovus -- in a well balanced portfolio. These are two of my deadbeats in the Worst Performance category. Any suggestions to improve stability and growth?

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Read Answer Asked by Sylvia on July 07, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Decided to sell HR.UN, would like to hear your recommendation on 1 or 2 replacement(s) for income and a bit of growth in the same sector.

Thanks

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Read Answer Asked by Steve on June 19, 2020

• H&R Real Estate Investment Trust (HR.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Do you have a preference of HR.UN or DIR.UN? At present the distributions are similar. I am interested in safety of the distribution and some growth. Please elaborate.
Thanks for your service

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Read Answer Asked by Ozzie on June 19, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: having extra shares in hr.un reit i see they have a GAP AT $10.30 in your opinion should i expect it to drop this hard ? i realise anything can happen just thinking about cashing a bit and waiting would suck to see it go that far down but eventually should see 15 to 16 in half normal world.

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Read Answer Asked by cliff on June 09, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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• H&R Real Estate Investment Trust (HR.UN)
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Q: Hi Peter & 5i team,
We own Rio Can REIT and are thinking of trading for H&R REIT. What do you think of this trade ?
Thank you for your opinion

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Read Answer Asked by john on June 05, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: I currently have a loss in HR.UN in our unregistered account and would like to harvest the loss and replace this stock with a similar REIT which has also suffered during this downturn. Which Canadian REIT would you recommend? Thanks!

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Read Answer Asked by Helen on June 03, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Do you know why we got a 6%+ drop in this name on Friday? Did I miss something? Thanks for your help.
Dennis

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Read Answer Asked by Dennis on June 01, 2020

• Royal Bank of Canada (RY)
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• H&R Real Estate Investment Trust (HR.UN)
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• BMO Equal Weight REITs Index ETF (ZRE)
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Q: hi, dear team
for banks or reit which one your guys is a good buy now for long term investment ? like ten years.

appreciate!

Jacky

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Read Answer Asked by liang on May 29, 2020

• H&R Real Estate Investment Trust (HR.UN)
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• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Morguard North American Residential Real Estate Investment Trust (MRG.UN)
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• True North Commercial Real Estate Investment Trust (TNT.UN)
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• First Capital Real Estate Investment Trust (FCR.UN)
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Q: What is your opinion and outlook on the above noted REITs? Is now a good time to buy? If you where to get into REITs now what order would you put the above companies in?

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Read Answer Asked by Frank on May 28, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: As this is not your favourite In the sector or class, which would be best in class and valuation at this point in the stock market cycle ?

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Read Answer Asked by Robbie on May 21, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hello,

It would seem to me that although they cut there dividend, it is reasonable to think with there liquidity position and asset base they will be able ride out this storm ? Or, should I cut my losses and run ?

Thanks.

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Read Answer Asked by Robbie on May 20, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: your thoughts on hr.un reit. earnings thanks.

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Read Answer Asked by cliff on May 15, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hi I am concerned with my losses in this stock I paid 18.33 a share should I buy more hold or sell and reason for doing so Thank you

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Read Answer Asked by Jo-Anne on May 14, 2020

• H&R Real Estate Investment Trust (HR.UN)
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• TransAlta Corporation (TA)
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Q: Hello
Can you comment on TA, and HR.UN earnings?
Thank you
Stephane

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Read Answer Asked by Stephane on May 13, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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• H&R Real Estate Investment Trust (HR.UN)
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• SmartCentres Real Estate Investment Trust (SRU.UN)
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• Allied Properties Real Estate Investment Trust (AP.UN)
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• Granite Real Estate Investment Trust (GRT.UN)
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• Plaza Retail REIT (PLZ.UN)
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Q: I would like to reduce my exposure to REITs and reallocate to other sectors. Considering selling some of these 6. I have a long term focus - 5+ years, looking at total return over that time. May I have your opinion of these in order from best to worst for total return for a long term hold. I'm assuming all will get through this economic disruption OK. AP.UN, GRT.UN, HR.UN, PLZ.UN, REI.UN, SRU.UN. Thanks.

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Read Answer Asked by Dan on May 12, 2020

• RioCan Real Estate Investment Trust (REI.UN)
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• H&R Real Estate Investment Trust (HR.UN)
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• Artis Real Estate Investment Trust (AX.UN)
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• Brookfield Property Partners L.P. (BPY.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: I am underwater on these and would like to harvest the losses and re-buy after 30 days (or not). Can you suggest temporary replacements for each? Any of these names you would not buy after the 30 days and just add to others?
Please deduct as many questions as appropriate.
Thank you.

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Read Answer Asked by Carlos on May 08, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hello,
How do you feel about HR.UN, they seem to be hard hit by this pandemic in terms of stock price, do you see liquidity problems or concerns about them ? There financials seem solid.

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Read Answer Asked by Robbie on May 07, 2020