SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Brinks who wrote (24733)8/26/2006 12:29:12 PM
From: jrhana  Read Replies (1) | Respond to of 78760
 
<Management team perceived as weak operators> If they are really that weak, could not some steps be taken to strengthen management by large holders such as Sprott?



To: Brinks who wrote (24733)9/11/2006 12:13:47 PM
From: Paul Senior  Respond to of 78760
 
Oil/oil service: Linking Brinks' post from Spinoff thread here:

Message 22757165

I'll take a few shares of EEYUF now.

My tactic: betting that somewhere around current stock prices for these trusts, the trust income (high yield) will stop the decline in the stocks. I assume trust income won't be cut - oil is still over $60/bbl (for now anyway), and related businesses (drillers/suppliers/etc.) are good, so maybe these trusts will be okay. Should the stocks just stop dropping and not go anywhere, an investor gets good income in return for being in. (even after the 15% Canadian withholding). And if oil stocks get back in favor again, there's the possibility of a capital gain with the trusts as well. I'll assume they would participate in a rally, but to a lesser extent than your typical stocks in the sector(s).
Of course trusts have a special appeal and their own issues. (Trusts aren't the same as 'businesses'.)

As is usual for me, I'm trying to diversify among several issues to spread the risk.