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

To: Seeker of Truth who wrote (7727)	10/1/2004 12:43:06 AM
From: Taikun	Read Replies (1) \| Respond to of 11633

I think some of the oil services trusts will outperform the oil and gas trusts over a longer period of time. Finding oil and gas will be subject to the law of diminishing returns.

To: Seeker of Truth who wrote (7727)	10/1/2004 4:10:07 AM
From: energyplay	Respond to of 11633

Individual oil companies will have possible higher return and higher risk. So one question would be - As asset classses, would a large basket of E&P companies outperform a basket of energy trusts ? Another question would be - Is the difference in volitility, return and correlation such that it would be useful to alloacate some to each asset class rather than all one or the other ? The efficent frontier idea .... Then we get to the questions : Are there sub-classes within these types of assests which have better returns/volitility or diffent correlation ? We already have an answer for energy trusts, the Canadian not dual listed trusts have higher returns. SJT and ERF likely have the lowest volitiliy (that's based on an eyeball of charts 6 months ago, might have changed by now) For E&Ps, sweet spot seems to be market caps under 500 million but more than 30 million... Beyond this, we can look at individual stock picking, and then trading to improve results.