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

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To: Marc Fortier who wrote (6238)	8/29/2003 11:12:16 PM
From: Peter W. Panchyshyn	Read Replies (2) of 11633

Peter, would you consider PWI, AET, REI and PKI for your investment strategy. ------ My strat will work for most any traded security. It works best for trusts. It even works better when one does the proper due diligence before hand (find out all one can looking at all information) and concentrate on those with more past history to follow -------------- AET and REI are superior businesses IMO. PKI has not been a trust for very long, but it's been a public company for quite some time and management has shown its ability before. ------ All past history is important and can be of use. One just needs to know how to be able to apply it to the trust and the strat model ------------- PWI might be the weak link in this foursome, but I like the way they've managed lately -- particularly the decision to limit the payout at 80% (it should have been done before). ----- The idea of limiting payouts and keeping some aside for the buisness. Is a natural progression. Many of the early trusts grew by the way of acquiring others and others properties others finds. As this supply shrinks it becomes more important for the trust to do its own internals to grow itself. Further to this will be the naturally move for all trusts to higher and higher ngas production as the oil component will get smaller and smaller. And they will do all of this to continue to deliver to unitholders that income each and every month ----------- I would appreciate other suggestions if you feel like making some. ------ I prefer to stick to the longer running ones and the gas and oil ones of those for the most part. And I stick to those trusts of trusts that have shown they can deliver as opposed to the newer ones or buisness trusts. I am a firm believer in if one does enough work (DD) before hand and looks at all the info a trust has available. He can find a trust that will more than satisfy. It then becomes what way he will play it,when and how he will play it. For the maximum benefit. It becomes more a case of strategy and execution of that strategy then of the investment itself. One can look to any investment and anyones results from that investment. And ask is the result (good or bad) because of the investment or because of the investor and what and when he did what he did. ----------------- Thanks in advance.

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