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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25448)12/5/2006 6:31:35 PM
From: Grommit  Read Replies (1) of 78708
 
mcdep & trusts --

he thinks that the effect of the canadian tax on the trusts might be around 20%. that was my calculation also.

mcdep.com

i think that by the year 2011, energy will be 50% to 100% more expensive. So the dividends will not be cut to pay the canadian tax bill, they will actually increase by 30% to 80% by then.

15% yields plus 15% annual appreciation = 30% annual return. here's a few with high yields, decent reserves and optimistic outlooks.

AAV 16%
HTE 17%
PWI 15%
PWE (has oil sands) 11%
CNE 17%
ERF (has oil sands) 10%

and the stocks prices are already cut by 20% to 30%, while the dividend risk is years away:

finance.yahoo.com

this is too easy. What am i missing?

grommit
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