SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Canadian REITS, Trusts & Dividend Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Lorne Larson who wrote (3642)7/4/2002 1:04:50 PM
From: David Alon  Read Replies (1) | Respond to of 11633
 
On Clearwater, to me it looks like a good trust depending on the yield. It's getting hard for them to raise money so easy and I believe the higher yield will be in effect.
I know nothing about contras but am looking to buy tomorrow PKI.UN,as it reorganized into a trust and the yield should be between 13-14%.Business:
Parkland operates a retail and wholesale fuels and convenience store business under its marketing brands Fas Gas, Race Trac and Short Stop in western and northern Canada by focusing on non-urban markets.
The downside I see if Shell or Esso will want to tap these markets.



To: Lorne Larson who wrote (3642)7/4/2002 10:30:43 PM
From: Scott Mc  Read Replies (1) | Respond to of 11633
 
I own some Clarke CKI which is a great value play, however the numbers on Contrans are compelling, I took a position in it with the intent of either flipping it in 2-4 weeks or selling my Clarke. I dont want to be overweighted in that sector, however I have to wonder if the trust is successful will Clarke follow in there footsteps.

As a stand alone investment on paper Clarke looks good, P/E under 10, Dividend of over 3%, but long term has done nothing. Reminds me of a big winner I had, a homebuilder which I held for 6 years, and made all my money on the 6th. The fundamentals were great the entire time, but only moved at the end, this is why I am getting more and more into charts, (you can probably tell I am a 100% value player)

I mentioned in a previous post buying on share offerings, bought some TEU(CP Ships) this week, so far looking good.

Scott



To: Lorne Larson who wrote (3642)7/5/2002 2:05:20 AM
From: trustmanic  Respond to of 11633
 
I phoned TDW to order Clearwater and Innvest. There is no reason to buy common stock and ignore income trusts these days. Most of the new trust offered dividend and at least a 10% capital gain.



To: Lorne Larson who wrote (3642)7/23/2002 11:08:16 AM
From: Scott Mc  Read Replies (1) | Respond to of 11633
 
Contrans CSS.UN started trading today, up slightly over the offer price of 9.50,
Scott