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To: Cogito Ergo Sum who wrote (53186)	9/10/2004 4:05:33 AM
From: energyplay	Read Replies (2) \| Respond to of 74559

Good question. People have been buying Real Estate Trusts this cycle, and have pushed the dividend yield component of return under 6%... nareit.com wrong link ! weatherunderground.com People have become very familiar with REITs over years. I think we can add 2-3% to get maybe an 8-9% cutoff... Applied to a Canroy with current divdend around 12%, that's a 50% price increase. Of course, with energy prices continuing to rise or hedges comming off, the acutal distributions should grow... REIT lobby home page nareit.com Note article "Reits no longer alterantive investment"

To: Cogito Ergo Sum who wrote (53186)	9/10/2004 11:10:10 AM
From: Taikun	Respond to of 74559

In yesterday's WSJ there was an article discussing Ontario Teachers positions in FDG Two nights ago on CNBC Europe there was a fund manager who said he was in COS, PGH and others. The train is leaving the station, but even with a 30% increase in prices, there will still be yields above 10%. If that happens, the cheaper juniors will have better valuations and be able to trust sooner. At some point-if yields drop enough- we might be better off buying the juniors. Could Vaquero be the next star trust? Then again, if the CRA ruling on PWT trusting comes back negative, it could be a shock. I see BC rejected a trust application by Pacific Northern Gas (I couldn't find the reason for that). I wonder if this could become more common as the Provinces compete with Ottawa from tax base? money.canoe.ca I think it is pushing it a bit to have small companies trusting too soon. What do you think of RVD? As current prices the yield could be in the 10%+ range, but trailing revenue is below $10m p.a. finance.yahoo.com I think there are still undiscovered trusts. COU.UN, for example. 11%+ yield, 30year RLI on biomass, high DBRS rating (up there with ERF, AET). I don't own, but I'd be a buyer sub 9% in a tax-sheltered account.