John wrote about HR.un in one of his columns.  

And he does state here that he made choices -- leaving HR was simply a choice.

I have mixed feelings about HR ... everything in my portfolio is going up and it's going down.  Things go down it goes down.  So to me there's a better entry point from which to collect the dividend than what I paid for the stock.

I probably trade more than I should, but recently bailed on a number of stocks/funds that weren't working for me and bought BMO at $88 and change.  A few weeks later it's at $97 and change and I'm happy to sit with it for a long time.  

Right now I have HR, BMO, TD, FTS, AQN, T, AW, NWC, ENF, POW, AD, ZRE and ZPW and about 20% cash.  It's not a great deal of diversity but I'm okay with it for now.