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Gold/Mining/Energy : Canadian REITS, Trusts & Dividend Stocks -- Ignore unavailable to you. Want to Upgrade?


To: James Kibler who wrote (2338)12/21/2001 1:00:59 PM
From: Cogito Ergo Sum  Respond to of 11633
 
Hi James,

I'm not big on NCN now because of the poor hedging programme. I haven't checked it though in a while so maybe this situation has improved. We will likely get a spike in the spot price if all the ballyhooyed cold weather ever gets here but a couple of months of cold won't change the fundamentals which won't change until production drops and the economy improves. Mind you I made a larger bet on PWI.UN relative to my AVN holdings based on liquidity and hedging and they slashed their dividend payment. So..... :o)

regards
Kastel