Enerplus Resources Fund Trust Units (ERF)
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ERF Forum Topics
- All Comments on ERF
- General Discussion on ERF
- Rearranging an Energy Portfolio Geographically [view article]
- Which Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
- Want Monthly Dividends? 150 Stocks that Pay [view article]
- High-Yield Canadian Royalty Trusts: What's the Catch? [view article]
- Stocks That Pay Monthly Dividends [view article]
- Implementing Pickens' Plan for Public Energy Policy [view article]
- Was That a Bottom? Let's Get Real [view article]
- 3 Portfolios for a Steady Cash Flow [view article]
- 20 Guidelines for the Individual Investor [view article]
- Year-End List of Monthly Dividend Stocks (updated) [view article]
- An Alternative to America’s Gasoline Crisis [view article]
loading ...Recent ERF Articles
- Rearranging an Energy Portfolio Geographically
- Which Energy Trusts are More Vulnerable to Distribution Cuts?
- Was That a Bottom? Let's Get Real
- 3 Portfolios for a Steady Cash Flow
- Implementing Pickens' Plan for Public Energy Policy
- 20 Guidelines for the Individual Investor
- High-Yield Canadian Royalty Trusts: What's the Catch?
- Occidental Pays Enerplus C$500 for Joslyn Oil Sands Stake
- An Alternative to America’s Gasoline Crisis
- Five Oil and Gas Trust Picks
- Full List of Articles »
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Altendorf
Rearranging an Energy Portfolio Geographically [view article]
I agree with X-15 on dividends and multinationals. Avoid Canadian tar sands and small cap Bakken crap. Actually, there's no reason to invest or remain invested in oil for the foreseeable future. ReplyRearranging an Energy Portfolio Geographically [view article]
Peak Oil still applies.Throwin the baby out with the bathwater is now ragin-
Go for dividend play with good prospects.
Iran, Nigeria, declining fields of major reserves aka Mexico, Prudoe Bay, NorthSea Oil, et al -perhaps even Saudi reserves gives rise to big returns somewhere down the road.
Canadian Oil might provide a currency appreciation also.
If you have testes of steel Reply
Rearranging an Energy Portfolio Geographically [view article]
Does anyone have any insight into why PGH has been dropping? I haven't been able to find any news on this matter and the stock is just continuing to plummet. This appears to be affected by MASSIVELY DEFLATIONARY forces here. Anyone care to share insight? ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
I own HTE, PGH, and PVX. I love the dividends. I like Cananda. I don't think the 2011 tax will do much harm. I think the energy trust will do fine, especially when inflation takes hold and the free market destroyed overly leveraged companies that do not have the cash to survive. I think I'll buy more CANROYS, as they are really cheap now!!!!!!!!!!!!! ReplyRearranging an Energy Portfolio Geographically [view article]
Kurt,Do you have a comparison of the various Canadian Trusts and US MLPs in terms of dividend yield, % of FCF devoted to dividends, hedged book...? I'm trying to determine what energy companies have the safest dividends. Thanks. Reply
Want Monthly Dividends? 150 Stocks that Pay [view article]
So how do I find a dividend paying fund that is NOT loosing value faster than the dividend is paying? Take for example ERH which is down close to 50% in the past year. Even though it pays a nice dividend, it has to have a 100% increase in share value just to break even. Then- the dividend is nice. Otherwise, I might as well stay in a 2.5% money market. ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Clearlead is correct. PGN is Progress Energy (an utility), not Progress Energy Trust. ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Enerplus just increased their monthly payout in September after paying out the same rate (in Canadian dollars) for over 3 years. I can't see them cutting that monthly distribution in the near future after it took so long for them to determine revenues safe enough to raise it. I can't imagine them taking a chance on that kind of embarassment. ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Balance sheets are important but a so so balance sheet can be maintained without serious consequence if commodity prices hold up well or production increases continue to come on stream.Vermillion, Crescent Point, Daylight, ARC and Advantage Incine Trust as relative standouts for production increases. Vermillion has the added kicker of owning a chunk ov Verenex which is probably sitting on a 4 billion BOE oil discovery in Libya.
Reply
Which Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Who is Grant Hofer? What is his track record and why were his out of context statements chosen by this blogger? Why not just show the entire analysis?Grant Hofer might have had something to say about PGN but we'll never know what. Reply
Which Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Harvest is less likely than most to cut..They did not enjoy much of the benefits of the price rise of oil (due to large hedges), and thus their cash flow be less affected than most by the oil price decline.. They also earn about one third of their money from refining, which last quarter was a disaster, but this quarter has improved considerably. Currently the crack spread is over 3 times what it was at the low.. Their cash flow this quarter will exceed the last.. ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
PGN is a utility not an energy trust, and it is located in the Carolinas and Florida. Huh? ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
Also I bet with the economy slowing in CN too, thje tax issues will resolve themselves before 2011. ReplyWhich Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
who would ever believe anything any analyst had to say?? especially UBS, watch ING take them over, they are idiots.Good point about divs being paid when Oil/NG much lower. I bot my Canroy portfolio when the oct 06 tax bomb hit (AAV,PGH, HTE,PWE, PWI( guess what, Dubai bought me out the last time the shorts drove prices down!) OGN.UN fund and recently added a lot of PVX since they sold their US assets to reduce debt/improve CN grown)
I can't believe the cash generated with good gains in a Safe country.
CN interest rates are low, may go down, so debt wb easier to service.
HTE has that refinery, a gem of an asset in a safe country which can market to EU or Africa at low trans cost. AAV coining money, deciding what to do with it.
Also don't forget the good hedging these Canroys do to protect divs/cash flow. A lot of new profitable hedges put on in the Oil/NG spike.
Analyze your OWN stocks, do due diligence and make money.
Reply
Which Energy Trusts are More Vulnerable to Distribution Cuts? [view article]
no, you aren't missing anything. Way too many generalities though. Reply