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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (9947)	6/5/2005 6:45:27 PM
From: Taikun	Read Replies (2) \| Respond to of 37387

Tommaso, Yes, like these: oilpatchupdates.com Why invest in NVG.UN, AVN.UN and others when you don't have to. Making a decision on investing in these based on past performance is akin to investing in Lucent and other tech stocks in 1999 based on past performance. I want to create my own basket. On that spreadsheet the US trusts on avg had a 19% higher YTD return. Canadian: 52.2% US: 69.4% 17% more return, and that is not explained by exchange rates. Those US trusts will also not withhold taxes in my IRA, like EN's 15%. How about avg RLI? Well for the PROVED RLIs of 14, 16yrs on BPT, HGT the yield is way higher than on PEY the only Canadian trust aside from PEY that has a long RLI. Actually, I analyzed some of the US and Canadian trusts ability to track the underlying commodity: Anyway, here is the distribution increase from the most recent 12 months (ie June 04-May 05) compared to the same period 24 months prior (ie June 02-May 03) on 4 US trusts: SJT 164% ($1.44 to 2.35) Proved RLI 8.8yrs, 6.5% yld HGT 167% ($1.35-2.25) Proved RLI 16.7yrs, 8.1% yld BPT 220% ($2.45-5.39) Proved RLI 14.5yrs, 8.2% yld SBR 146% ($2.02 to 2.944) Proved RLI 8.3yrs, 7.44% yld And to compare with PEY most recent 12mos to prior 12mos SJT 125% HGT 116% BPT 200% SBR 110% Some on the $trsts board don't think much of the US trusts but I have found they are MUCH better at tracking the underlying commodity price than the Canadian trusts. AET.UN 113% ($C$1.68-1.90) Proved RLI 9.5yrs, 9.6% yld AE.UN 111% (C$1.74-1.9325), Proved RLI 9.6yrs, 13.03% yld ERF 113% (C$3.7098-$4.2), Proved RLI 9.6yrs, 9.5% yld PWT 71% (C$4.80-3.425), Proved RLI 8.0yrs, 12.15% yld PEY.UN 122% (only 12 months) (C$0.99-1.21), Proved RLI 11.7yrs, 5.48% yld Your comment that by calling RSI's results uninspiring I was disparaging them is laughable. Uninspiring means exactly WHAT to you? I see Sentry Select is launching a commodity trust to partly track the RICI. I would bet on that as a better way to track commodities and get yield than RSI. D