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


To: Check who wrote (5674)3/15/2003 4:46:55 PM
From: Peter W. Panchyshyn  Read Replies (2) | Respond to of 11633
 
Evening Peter,
<< Only gives data going back to 1998>>

What do you expect for free? There?s about $100m in cash and 20,000 hours in labour invested in that site. At minimum wage, that would be?

------ What I expect is that anyone and everyone do the proper due diligence when it comes to finding out info about these trusts and how they operate and how they behave or trade. Quite simply looking at 4 years of data concerning the trusts and saying that that shows a complete picture of the trusts is nonsense. Further nonsense to that would be basing ones investing decisions on such a small sampling of all that is available. When it comes to the discussion at hand on RLI (reserve life). The evidence is quite clear (from past annual reports) for the longest trusts (going back to mid 80's) they show similar RLI. According to others take on the issue they should no longer be around and they should not be paying out but they continue to do so. Year after year after year. And a long time after the initial few years of reserves are supposedly gone. As I said that then being the case the whole issue of RLI becomes not the big issue it is first made out to be. An issue that one can look to to be sure but not unlike all others. --------

<< as my previous mention of PGF, ERF and NCF. These go back to the mid 80's. Clearly it misses some very important longer term data. Longer term data which shows things so much better.>>

BETTER for whom???? I bought ERF for my parents in the first (ever) Canadian O&G trust IPO in1986.(They didn?t do so well.)

----- Your taking what I said out of context. I was talking of the DATA the INFO. It has been my experience that when one has 4 years of data or near 20 years of data to look at. Clearly the better information and the better conclusions from that can be made from the longer term data. So as I said you can base what you do on that 4 years worth or you can look to the near 20 years of annual reports and base your actions on that. The choice is yours. -------
----- As for ERF I bought in at the beginning. Added to frequently over the many years since. According to my strategy I laid out here on this board in earlier postings. How am I doing? Well with several tens of thousands of units paying now more than $10,000 a month in income. And having bought much as low as near $12 a unit a few years back. With a unit price now of around $27. Yeah I guess that really is BAD !!!!!!. ---------

I don?t understand the rest of your gibberish, but are you recommending PGF? or are you just being clever? (That?s a hint.)

------ PGF has been a solid performer over its many years. Its delivered. Thats documented by its past payout record. And its unit price as I indicated in my earlier posting. Have recommended it several times in the past when it has come off its highs. As per my method or strategy. Given its recent price and payouts. Now is a good time to be adding. But as with my strat. I buy and accumulate on weakness looking to lower my average cost base. And in between those times of low and high unit prices I collect that nice high monthly income each and every month --------

I?d love to see your ?longer term data? for the 3 Trusts you mentioned. (Always on the lookout for new talent or free help.)

----- That longer term data can be found in the past annual reports. It can be found in my referenced sources from the Financial Post Datagroup. "Annual Dividend Record and Ten Year Stock Price Range". As well as their "Annual Surveys". You should be able to find past copies of these at any larger library or University Library (as I first did) . When looking for or at specific trusts I find its best to go straight to the SOURCE the trusts themselves they can lead you to the sources (past annual reports) you need and where you may find them. Its a lot more work then getting the 4 years of data your use to but it all delivers so much more useful information. To make a proper decision------- As for my server and its contents. You'll have to wait in line. As per my several past posting on it. There are currently some 30 members allowed access with a list of over 200 in waiting. As its my own spare time and effort spent on it. With some help from members. Its been a somewhat slow process adding more members. --------- I have laid out as best I can where to get the info yourself to do your own and proper due diligence , now its up to you. ---------