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  • Strategas analyst Daniel Clifton sees a better than 50% chance the Keystone pipeline (TRP) will be approved by late summer, and he thinks seven stocks will benefit directly or indirectly: CNQ, COP, DE, XOM, LYB, PWR and VLO - companies which already are doing well, and adding incremental revenue from Keystone should only help to improve their top and bottom lines. [View news story]
    And what about CAT?
    Mar 12, 2013. 12:51 PM | 1 Like Like |Link to Comment
  • Developed real estate ex-U.S. (WPS) continues a torrid run, both absolutely and measured against U.S. real estate (IYR, VNQ). Though its holdings are concentrated in Asia and Australia, WPS began its outperformance right around the time of Mario Draghi's "whatever it takes" remarks concerning EMU. WPS +31.5%, IYR +13.5% YTD. [View news story]
    Why compare WPS to a US REIT ETF What about the real comparison with VNQI, the Vanguard International RIET?
    Dec 11, 2012. 03:43 PM | Likes Like |Link to Comment
  • Developed real estate ex- U.S. (WPS) continues to add to its sizable lead over domestic property (IYR, VNQ), with all of the outperformance coming since late July. The fund's largest holdings are concentrated in Asia - Japan, Hong Kong - with a bit of Australia and Europe thrown in. [View news story]
    But what about a comparison with VNQI, which is an international RIET fund (rather than VNQ, which is a domestic REIT)?
    Oct 19, 2012. 04:23 PM | Likes Like |Link to Comment
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