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

To: a.handbag. who wrote (5591)	2/26/2003 11:48:10 AM
From: energyplay	Respond to of 11633

Rather than analyzing too much, I have learned to pick a bunch of names in a sector. I have NCN and AVN.to which are unhedged or lightly hedged PGH, which is hedged ERF, which is big a little PVX (new to me) and the U.S. Trusts, which don't have property acquisition risk, SJT and HGT. Not quite a shotgun approach, but close. I didn't buy SHining Bank, SHN - it seemed odd for some reason. Most of the above names are heavy on gas. I jumped out of NCN because it wasn't moving , then back in. makes my broker rich, and makes me broker. I have sold almost all PWI and CRT. As long as most of my picks are close to the average performance for a gas heavy RT, I will do well. The diversity of names helps me sleep because I'm not worried about a particular management team getting greedy or screwing up. WIth more than 50% of my portfolio in RTs, I want to be able to sleep. With the developing gas situation, almost every gas heavy trust will be a winner.

To: a.handbag. who wrote (5591)	2/26/2003 2:28:36 PM
From: Marc Fortier	Respond to of 11633

Sound thinking Handbag. I am in total agreement.