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Gold/Mining/Energy : Canadian REITS, Trusts & Dividend Stocks

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To: David Culver who wrote (795)	3/19/2001 9:04:58 AM
From: Lorne Larson	Read Replies (3) of 11633

Top 4 in my opinion: 1. PWI - how can you argue with a 30% yield! I think their Cypress take-over, and subsequent hedging is very well thought out. These guys seem to work real hard at increasing distributions. 2. APF - very conservative in what they actually distribute, as opposed to what they could, so they're well-positioned to either increase, or maintain if prices get hammered. Acquired their original assets at a better price than most other trusts. 3. MXT - these guys are, according to my calculations, only distributing about 1/2 of what they could. They havn't explained why, which bothers me quite a bit. However I'm guessing in the next 2-3 months they'll announce where they're headed, and an increase to .10-.12 in monthly distributions. Playing them for a bounce in the unit price when this happens. 4. SHN - heavy gas weighting; looks to me to be well-managed. Units bounce around because they distribute on a quarterly basis. The analysts love looking at reserve life when it comes to these things. In my opinion there isn't a huge difference in this regard - they're all between 10-15 years, and most of them have been more than replacing assets real cheap lately.

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