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Strategies & Market Trends : Strictly: Drilling II
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To: Frank Pembleton who wrote (1176)9/6/2001 11:46:11 PM
From: Cogito Ergo Sum  Read Replies (1) of 36161
 
frank,
I'm tired..
I don't believe I got your point. I surprisingly thought you were recommending one trust over the other.

for conclusions this kind of sums it up. I'm still waiting on the trusts.
Message 16307115
I see a lot of merit in building up a healthy % of my portfolio in trusts. This time though I plan to start nearer the bottom of the share price cycle. I'm not looking to trade these this go around, but to build a fat LT portfolio generating lots of income.

As far as the AEC, AXL RAX. They were all names along with HSE.TO ( which I owned through Renaissance) and a few others that we bandied about on the old GOU board as candidates.

Also of interest
virtuebroadcasting.ca
81% oil hedged
60% total gas hedged for 2001 and 40% for 2002.
I need details though as to type of hedging. They say they can still take advantage of upside price in gas, but obviously it will be compromised to and extent.....if prices soar again.

WRT bottoms. You really calling for an NG bottom in here ?

EEE you holding or watching ? (I have a small position, couple of lots, from long ago in a kiddie account with the Conoco (GOU) preferred shares.

regards
Kastel
still cute and cuddly, you know sort of teddy BEARISH :o)
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