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Politics : Gold and Silver Stocks and Related Commentary -- Ignore unavailable to you. Want to Upgrade?

To: seventh_son who wrote (10471)	4/7/2005 6:01:22 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 18308

ss, I NEVER recommend. I'll tell you what I own though and why. I also don't post a bunch of stocks I don't own although occasionally I may post one I'm thinking about or if someone asks about specifics that I know about. right now I still like higher yield trusts for energy and plan to accumulate some oilsands plays. AY.UN (APF.UN) is my largest position period. Conventional O&G trust with a strong CBM bent and hence strong reserve growth projected. Payout ratio is too high but mgmt is working to get that down by growing production. Don't know if I'd buy more simply because I'm already overweight this one. I think this is a mgmt turnaround play like Viking was. I'm hoping for better actually. better than 16% yield. My basis is just under 11.70 so I'm effectively getting the posted yield on my investmrnt. Next I still have lot of Viking (VKR.UN) although I sold a lot to lock in profit in the 7.25-7.35 range. ( I was in @ 5.70) good reserves. Mgmt turnaround story so far. decent yield but les than I'd like at these price levels. I'd buy on hard dips. I still hold about 35 % ofd my original position maybe 1/3 of AY.UN. Better than 13% yield (better than 15% on my basis) The above are because I like energy LT, they pay me to wait if my timeing is off, and they have reserves. Next I'm buying oilsands slowly. I own DCE, PBG and CLL for this. No where near my trust holdings in size... yet. I've got a basket of juniors including the now infamous IFR... PRD, DZR.SV.A, and PYR... oh and CMK in coal. No uranium presently. That's mostly it for energy. Again I'm hoping for gold to fly and let me buy energy with the proceeds... I hope I do not have it backwards. as to gold .... I regret all my HUI oriented stocks right now. regards Kastel... spots.kicks-ass.org