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


To: energyplay who wrote (7007)5/13/2004 2:14:17 AM
From: a.handbag.  Read Replies (2) | Respond to of 11633
 
Yes I have been wondering why the effect of strong commodity prices and lower Canadian dollar receives so little attention. The energy trusts get analyzed to death with regard to the minutiae in their financial statements, but the big picture is ignored. I also think I have detected a major misunderstanding by the talking heads over the meaning of "peak oil". I believe they have it as "peak oil price", which explains a lot.



To: energyplay who wrote (7007)5/13/2004 10:48:31 AM
From: Tommaso  Read Replies (2) | Respond to of 11633
 
>>>the amount available for distributions might be 30 to 40 % higher. <<<

I devoutly hope you are right, but when money starts pouring in, managements think of other things to do with it than increasing the distribution. Of course, this retention (as long as the managements don't vote themselves too much of it) could lead to friendly, or hostile, acquisitions and buyouts.

Would you happen to know if there is any legal minimum that the trusts are required to distribute?