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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (1213)	5/13/2003 9:02:54 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 4916

Hi Darfot, These are what I own. finance.yahoo.com The first 4 comprise about 85% of my energy trust holdings. They are not all purchased for the same exact reasons. Acclaim for example is a good dividend and 100% return of capital so is great outside of a tax deferred account, about 50% gas. Advantage I've had since it's inception (2001) and I think management is top notch very gassy. ARC is tried and true. Paramount is high yield and brand knew as a trust, very gassy. A bit of a gambit although pretty successful so far. PWI is a core holding that I used to own much more of, very gassy. I'm a bit wary of debt and management. I traded in a large PWI trading position for ARC in February. NCF and Provident are swing trades on the current NG scenario but like anything could turn into long term holds. Ultima is a light oil play, high yield. COS.UN you know, (a small holding). Business trusts are varied. Logistics ICE.UN (cold storage) and TIF.UN (transport), GRO.UN (Peat moss :o), CIF.UN Sardines, RSI.UN sugar, ABF.UN food manufacturer (private label which is big up here), NAL.UN recycling etc., BPT.UN niche power, GDI.UN General Donlee industrial precision products for aerospace, power generation and a few other things. it is surely a good way of investing if you have names you can trus yep, no different than general equities market. Maybe the word trust is an oxymoron ;o) I've seen some stinkers come out this last year and like a regular business the fundamentals need to be sound. I got burned on a small holding in Halterm Marine terminals. Seems they had all their eggs in too few baskets. I also own NAT (crude tankers) fat dividend. I like the regular income and the fact that I don't need to hunt down a buyer that still sees value when I think it's done, at least not as often ;o) regards Kastel