Hi Dabum. Neither HGT or SJT are Canadian Trusts. They are US Trusts. I like both but currently favor HGT, and I own some ITM calls on HGT.
I have owned a number of the Canadian Trusts over the years. The King remains COS. (TSX: COS.UN, Pinks: COSWF). After COS, which I believe has the best fundamentals of all the Trusts owing to its reserves, and its catbird seat position at Syncrude--I would probably pick ERF and BTE. The latter is very oily, and the former is a good mix of NG and Oil. After those two, I would choose PWE. However, PWE management lacks focus, which is highlighted by the fact that they are sitting on very, very substantial but undeveloped resources.
So, a stocking stuffer for one's children would begin with COS. Maybe add some ERF and BTE, and then a smidgeon of PWE. (one could also make the argument that PWE will eventually come through with either current or future management, and become a little monster of production).
I hope this helps. All the trusts I mentioned are Canadian and are listed on senior US exchanges. With the exception of COS.
Gregor |
