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Strategies & Market Trends : Strictly: Drilling II
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To: waverider who wrote (21337)11/5/2002 9:42:41 PM
From: jimsioi  Read Replies (1) of 36161
 
Quick note on the Canadian RTs

ERF is the bigger, steadier, more NG heavy, and most highly respected of the American exchange traded RTs. It has been performing the best lately. Until recently that honor on a price appreciation basis for the year had been PVX's.....NCN and PGH bring up the rear with PGH particularly hurting in the last couple of months as an acquisition is digested and units outstanding correspondingly increased.

Owning both ERF and PVX, looking to add PVX position in about this area on what seems to be oil price weakness. Last 12 month's return has been in the 30% range from appreciation and distributions. Happily I know from experience.
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