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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (26674)	4/26/2007 8:25:48 PM
From: Brendan W	Read Replies (1) \| Respond to of 78515

Paul, my comprehension of oil & gas is limited, but I find Peyto's presentation credible: peyto.com Peyto's reserves are mostly gas and their producing reserve life is 2x the average canroy's (6-7 years), so I think their distributions are more sustainable and perhaps can grow.

To: Paul Senior who wrote (26674)	4/26/2007 9:11:31 PM
From: Madharry	Read Replies (3) \| Respond to of 78515

OT I am re-reading " you can be a stock market genius" for the third time now, and he is basically saying that if you own about 8 stocks you will have have pretty much the same volatility as the market as a whole (-10% to +31%) 2 out of 3 years vs. (-8% to +28%) for 2 out of 3 years but presumably because they are your best ideas your average returns will be much better. Has anyone here actually tested this out? If not would you be interested in putting out your 8 best ideas, tracking them for the next 12 months or until you decide to close out the position and the comparing how those 8 stocks did to your portfolio as a whole? As an offshoot to this idea I am now considering as a strategy having 60% of my portfolio in 8 best ideas, 15% in spinoffs, 15% in real estate, and 10% in commodities or commdity type stocks. Any thoughts? Right now my best 8 ideas are: EDV.to CHK CNQ MFCAF SSALF(assuming either buyout is not approved or approved at higher price), PLG.to, Mog.to, SIL.

To: Paul Senior who wrote (26674)	4/26/2007 10:09:05 PM
From: E_K_S	Read Replies (1) \| Respond to of 78515

Hi Paul - How does PEYUF compare to Pembina Pipeline, PMBIF.pk? I have a hard time digesting the details in the reports to compare relative performance (past & present). It seems that the net asset value can change depending on (1) what your payout is (2) how fast you add to your reserves and (3)the price of the commodity over time and currency exchange rate. Each management may have a different philosophy on their annual payouts. One group may manage to optimize their long term return for the unit holder while another may have a much shorter term perspective but a lot higher payout. They may not be in business in the long term since they have not added new reserves to match their high payout. I guess the best way to invest in these Trusts are to hold a basket of them and hope that your net ROI averages out w/ all the different payouts. Based on the last few years, these natural gas Trusts have done quite well. EKS