Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (19063)	3/5/2003 3:36:40 AM
From: Warpfactor	Read Replies (2) \| Respond to of 23153

Market Internals Update: Tuesday's TRIN will make one stand up and take notice: 3.69 This is this higest TRIN in my database since April 14 2000 which saw a close of 4.01. The 3.69 from Tuesday off of a 1.81 from Monday bodes well for at the least an up day tomorrow. Warp

To: energyplay who wrote (19063)	3/5/2003 3:16:20 PM
From: upanddown	Respond to of 23153

EP The problem with T/A and the energy trusts for some of us is that we are looking at them as income-generating investments and have little interest in trading them. While T/A might be able to pinpoint a good entry point, my real concern is whether they are suitable as a long-term income generator for a portion of a retirement portfolio. They currently appear to be almost too good to be true. I've had close to 33% in them for a couple of months and they have been terrific performers, especially in this cruddy market. My biggest concern is whether they will be able to maintain production and acquire new properties at reasonable cost. I like the fact that some of them were able to keep the distributions at a nice level even during the much lower prices of 2002. Hard to see distributions declining much during 2003. Dividend histories for ERF NCN chart.yahoo.com chart.yahoo.com Tommycanuck using the term "Ponzi scheme" was not something I wanted to see but it may have been a needed dash of cold water. Anything with this kind of yield, by definition, has to carry a lot of risk. I may reduce to about 20% when they start to look toppy. Remember that some of the volatility showing up on charts is due to the price adjustments from the monthly dividends and traders trying to capture the dividend. Maybe more noise than meaningful action. John