Viewing Company H&R Real Estate Inv Trust | StockChase
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Compiling comments that experts make about stocks while on public TV.

H&R Real Estate Inv Trust Stock Symbol: HR.UN-T

Notes:REIT (Offices)

Last Price Recorded: $22.8800 on 2017-03-24

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Date Signal Expert Opinion Price
2017-02-24 COMMENT Bill Shaw

This is a great investment. It has a reasonable dividend yield of about 6%. Well-managed. Basically office properties. It has exposure in Calgary, but the good news is that oil prices seem to be on the rebound. The bad news is that we are starting to see more development for office space coming up, so there may be a little bit of pressure. Thinks this is going to be a steady Eddie performer on a go forward basis.


Price:
$23.220
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-16 PAST TOP PICK David Baskin

(Top Pick Jan 5/16, Up 24.07%) It is a steady Eddie with a nice, tax effective dividend.  It was down last year because of their Bow building in Calgary.  They are smart operators.  They build and lease them for the long term. 


Price:
$23.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-03 PAST TOP PICK Derek Warren

(A Top Pick Dec 18/15. Up 21.32%.) This expanded into the US in the last year, so it gives you a diversified play. At the time, it was trading at a significant discount, and that discount has narrowed somewhat. He is also a little concerned as it acquired Primaris Retail REIT, so they have retail exposure. Yield of about 6%.


Price:
$22.750
Subject:
REITs & REAL ESTATE STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2017-01-04 PAST TOP PICK David Baskin

(A Top Pick Nov 18/15. Up 14.78%.) Everybody says REITs are interest sensitive and that when rates go up, REITs are going to get killed. The key to this on is its high-quality buildings, high quality tenants, and matching its lease terms to its mortgage rates. He still likes this very much.


Price:
$22.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-20 COMMENT Barry Schwartz

H&R Reit (HR.UN-T) or Canadian Apartment Properties (CAR.UN-T)?On REITs, it is not the front-page story that kills you, but the story you don’t know that kills you. Everybody knows interest rates are probably going to go up, which may already be priced into some. A lot of them benefit from rising interest rates because it means the economy is improving. These are 2 of the best along with RioCan (REI.UN-T). These are great investments, but are not his best investment idea. If he had a list of 30 stocks, 29 and 30 would be a REIT. You don’t get a lot of dividend increases or capital appreciation. You own them for the income. A younger person’s portfolio should not have a REIT.


Price:
$21.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-15 BUY Andy Nasr

It is a good value pick.  The yield is sustainable.  It is a diversified portfolio.  They have office space in Canada and the US.  They have apartments in the US now.  They have debt equating to 10 years.  Higher rates should not affect them much.  Only about 10% of their debt is up for renewal in any particular year.


Price:
$21.340
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
SELECTIVE
Owned:
Unknown
2016-11-17 COMMENT Derek Warren

A diversified portfolio. They’ve made some sales of the Trans Canada property in Calgary. They also own a large US portfolio. A highly liquid, very stable REIT that tends to trade at a little higher yield than its peers. At this level, there are more compelling buys.


Price:
$21.340
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-10-21 TOP PICK Greg Newman

This is kind of a weaselly way to play oil recovery. The bad news is that there is not a lot of growth there right now as they are doing so much asset sales, but it is very cheap. A bit of a play on long duration leases. Their net exposure in Calgary, once you X out long-term leases, is about 12%-13%. If things get a little better there, this should benefit. It shouldn’t be trading at the discount it is now. Dividend yield of 5.92%.


Price:
$22.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-09-16 BUY on WEAKNESS William Chin

For a REIT, this is actually quite volatile, from $18-$24. You really have to check your risk appetite if you want that yield, given the big volatility. At these levels, he would not Buy, but would wait until around $20. Dividend yield of 6%.


Price:
$22.090
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-09-13 COMMENT Christine Poole

She likes this REIT. This does commercial as well as shopping centres, but mainly commercial. They provide a very attractive yield of 6.0%. She feels the distribution is very safe. Their tenants are very blue-chip under long-term contracts. They have very high occupancy and long-term leases.


Price:
$22.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-09 COMMENT Norman Levine

REITs are listed in the TSX under financials and they are bringing them out into their own sector. For the larger ones, it will bring around some new buying. That is a temporary thing and he would use that as an opportunity to Sell. These are stocks that have benefited hugely by low interest rates and people searching for yield. As soon as interest rates start to go up, they get hurt by 1) people who start looking at other things and 2) when cost of capital starts to go up.


Price:
$22.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-02 TOP PICK Derek Warren

Of the Top 5 REITs in Canada, this has the highest yield. It’s a diversified name. A safe payout of 5.79%.


Price:
$23.330
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-08-11 BUY Ross Healy

REITs are really cheap and have upside potential.  This one had nice increases in price since the beginning of the year.  It all depends on interest rates.  If they stay where they are then perhaps REITs can move higher.  They are eager to get out and talk right now.  They had the first analyst call in 20 years recently.  They may start to get more attention.  They are good value, cheap and have good yields. 


Price:
$23.130
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-08-08 TOP PICK David Baskin

Has a terrific, sustainable yield with a history of high occupancy.  They are conservative operators of the real estate.  The yield is fully taxed so you may want it in a registered account.


Price:
$23.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-07-28 BUY Andy Nasr

REITs.  H&R or Slate?  They are creating a new sector at the end of the month.  The incremental demand should support share prices.  He prefers H&R to slate.  Even if it has exposure to Western Canada, there are 10 years to the leases and to their debt.  It is a very well diversified REIT and you get a great yield.


Price:
$23.120
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
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1 Comment

Allan Langille

January 24th 2017 at 9:18am

LOUSY PAYOUT RATIO (PRICE/P:E) - They earn far less than than what they pay in dividends.


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