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.

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

To: Goldberry who wrote (5892)	5/15/2003 8:16:18 PM
From: Cogito Ergo Sum	Respond to of 11633

Well speculating that we ship so much south, if our demand is up then we would ship less, thereby constraining supplies down south. Isn't that part and parcel of the inflation fears in the US. Inflation is good for existing debt as it becomes cheaper but it starts to take more dollars for current purchases. So US price inflation offsets our higher Loonie. Similar to Tomasso's point US trust investors do benefit from the exchange differential narrowing when being paid from the trusts but suffer because the price of goods goes up (like NG also). I'm just not so sure it's that much of a problem.