SI
SI
discoversearch

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


To: Cogito Ergo Sum who wrote (41072)11/7/2003 5:40:05 AM
From: TobagoJack  Read Replies (3) | Respond to of 74559
 
KastelCo, <<SWP.b>> ... any thoughts?

<<Also feeling less trepidation towards holding my energy trusts although I don't know why>>

... the last time you guys were talking about trading out of the CanRoys, I thought I did not see any point in doing so, because (a) the yield is good, and (b) such a portfolio component can be managed like rental real estate, meaning the bobbing up/down of underlying capital value within a plus/minus 10% band does not change the logic for holding them unless the longer term rationale has changed.

Is such a change imminent?

Chugs, Jay