Oil/gas. A trust that will survive the tough times and thrive in the good times. Has a great long-term track record of creating value. Excellent portfolio of properties and excellent management. Good price.
(A Top Pick July 13/06. Down 23.2%.) Drop was due to natural gas prices. Still likes. Low payout ratio. Excellent quality properties and excellent management. Long-term investors will do well with this.
Pays a 17% yield. A much riskier name then what she would normally suggest. Payout ratio of about 103% over the trailing 12 months. Thinks the market is expecting a distribution cut but she does not think so. A compelling buy at this price.
Pays a 17% yield. A much riskier name then what she would normally suggest. Payout ratio of about 103% over the trailing 12 months. Thinks the market is expecting a distribution cut but she does not think so. A compelling buy at this price.
70% of production is natural gas. This company has had a history of production shortfalls and disappointments. Have quite high debt. It may not be a bad time to be buying gas-weighted names but there are a better names of there.
70% of production is natural gas. This company has had a history of production shortfalls and disappointments. Have quite high debt. It may not be a bad time to be buying gas-weighted names but there are a better names of there.
Shocked the market when it reduced its distributions, which it was never supposed to do because it was supposed to be a very stable, conservative trust.
Shocked the market when it reduced its distributions, which it was never supposed to do because it was supposed to be a very stable, conservative trust.
Has been beaten up. Released a quarter that was a little bit softer then some investors had expected. This gives a good opportunity to get in. Longer-term outlook is still very good.
Has been beaten up. Released a quarter that was a little bit softer then some investors had expected. This gives a good opportunity to get in. Longer-term outlook is still very good.
Undervalued relative to some of its peers. Good exposure to both oil and gas. Operates out of Canada in stable countries. This generally means you get lower acquisition costs. Have a yield of 6.1% that she thinks will go higher.
Undervalued relative to some of its peers. Good exposure to both oil and gas. Operates out of Canada in stable countries. This generally means you get lower acquisition costs. Have a yield of 6.1% that she thinks will go higher.
Recently announced the acquisition of Profico. She is comfortable with this trust. It is one of the survivors in the oil/gas trusts. Low payout ratio. Trading at a reasonable price versus its peers.
Recently announced the acquisition of Profico. She is comfortable with this trust. It is one of the survivors in the oil/gas trusts. Low payout ratio. Trading at a reasonable price versus its peers.
Sold her position. Was satisfied that it was a good business, but felt the valuation was getting a little bit rich. Announced a very strong 1st quarter but warned investors that it was a bit of an anomaly. It is on her watch list. Would consider if it got inexpensive again.
Sold her position. Was satisfied that it was a good business, but felt the valuation was getting a little bit rich. Announced a very strong 1st quarter but warned investors that it was a bit of an anomaly. It is on her watch list. Would consider if it got inexpensive again.
Typically trades at a premium to many of its peers because of its nice combination of a stable core business plus its ability to grow organically. Recession proof. Will be up to pass price increases on. 1st quarter results were better than expected.
Typically trades at a premium to many of its peers because of its nice combination of a stable core business plus its ability to grow organically. Recession proof. Will be up to pass price increases on. 1st quarter results were better than expected.