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

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To: russet who wrote (1501)9/19/2001 6:55:16 PM
From: Peter W. Panchyshyn  Read Replies (1) of 11633
 
Other relative measures of comparison have changed for the better as well. Production per share, debt per share,
assets per share, interest charge per share etc., have improved in many cases. Most trusts appear to be applying
conservative management techniques to their business, by lowering debt and decreasing costs as we enter the trough
of the current cycle.

---------- Thanks for the new take on the trust area.

One contributor on this thread does have a good point. If your outlook is 5 years or more, it is likely that the trusts are
well priced now to set up a buy accumulation program and make regular purchases every month or so. Few other
stocks pay you so well to sit and wait for the next peak in pricing.

------------ Few other vehicles pay so well indeed. The larger the spread gets between these trusts and other investment vehicles. Or even if the spreads just remain or weaken a bit. This may act as a catalyst for some who are sitting on the sidelines just waiting for something to get into. In that event there may be some pent up demand for units which could translate into at least some pricing stability. Though I am still hopeful a military escalation may also help more than hurt the demand situation short term as I alluded to in another posting.

Any other trusts someone wants a calculation of market cap to net asset value on,...I'm looking for cheap buys too.

---------- I was in WFF.UN for a few years. It did a huge payout with a sale of assets and then a merger with a former oil/gas producer to form a new trust AE.UN. I almost forgot that I have a small holding of these ( much smaller in comparison to my other holdings) That I almost forgot I had these. Wasn't much activity with this one as it was withholding payouts for the first six months. In the last week or so it announced start of monthly payouts. I pick up some of these today to boost my holdings to more appropriate levels. What do you think of this one? From what I was able to get information on when it was a just an oil gas company was that it was well run/managed.
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