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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: jimsioi who wrote (20175)	1/19/2005 9:56:46 AM
From: jude_the_cat	Read Replies (1) \| Respond to of 108679

jims...ah, yes, glowingly. Reads like a political flyer for an unsuspecting public...ooops, did they leave out some crucial details? <g>

To: jimsioi who wrote (20175)	1/19/2005 2:12:41 PM
From: Taikun	Read Replies (2) \| Respond to of 108679

Jim, While I don't own AY.UN directly (I have some through Energy Split II), and I know they're not such a well regarded trust, I see they are making some big bets on CBM. While other CanRoys are into CBM, this has to be one of the bigger forays. I saw in their documents that they expect oversized gains, as the margins are there. I am wondering if this might turn around this trust that earns 16%+? I am quite tempted to add, as one would be adding a CBM play with 16% yield with CF from current ops, albeit speculative on CBM, instead of possibly more speculative juniors (I own SME, ADB, and SLV) to get my exposure to CBM. What do you think? David