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Strategies & Market Trends : Commodities - The Coming Bull Market -- Ignore unavailable to you. Want to Upgrade?

To: Thomas M. who wrote (89)	6/4/2001 11:10:53 PM
From: David Alon	Read Replies (1) \| Respond to of 1643

I agree with you. I happen to like ARC because they leave themselves some money to replenish their reserves and they use hedging to get higher prices,. They have both NG and oil. For more info, check their website arcfinancial.com

To: Thomas M. who wrote (89)	6/5/2001 1:16:09 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 1643

Hi craig, Nice idea this thread, (no dietary discussions LOL). Thomas beat me to the punch on energy. Here is a list of energy trusts I follow on the CDN markets, some are inter listed. finance.yahoo.com A few points We've all heard by now of the infrastructure issues. It seems also that a NG cartel is in the offing, with many of the usual suspects. This would only make sense if LNG (liquid NG) is viable which in turn needs about 4$US prices. Obviously this would bode well for domestic (continental) NG prices (from and investors perspective) as it sets a new baseline. The trusts, many yielding upwards of 25% dividends would seem to be more attractive in your scenario of languishing share prices, while still holding out the promise of capital gains. I've only owned them in non-taxable accounts so far but I believe that they also pay out partly as a return of capital making their tax treatment possibly more attractive. I have to check on that. I don't see foodstuffs ie.sugar et al at this point. I do have a link to an extensive list of trusts somewhere which I'll dig up (or maybe someone else has it). One can play all sorts of commodities this way. regards Kastel