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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: chris714 who wrote (35987)7/11/2003 12:48:25 AM
From: Cogito Ergo Sum  Respond to of 74559
 
Chris I haven't checked their hedging. In this environment you (my opinion here) probably want to see some locked in value. This was a criterion for my two larger current holdings. Also look at how much debt of course and what % of cashflow they are paying out. Gives maybe an indication of a divi cut down the road sooner than later. I bought NCN and PVX back in December as swing trades since they had leverage due to lack of hedging, especially NCN.

regards
Kastel



To: chris714 who wrote (35987)7/11/2003 1:27:36 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 74559
 
Chris one other thing. Check the yield histories. If you are more concerned with income (yield) and can ride the lows (and accumulate more :o) (my plan which is why I'm trimmed down now) when the lows come then check the payout histories. I seem to recall San Juan cut their dividend completely for a while ? I don't mind paying them as long as they pay me do do it. I also wouldn't overweight in these things now.
regards
Kastel


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