ge12ar

Six Double Digit Dividend Stocks Increasing Their Yields

NLY should have been included. Their business model is very similar to HTS. They also raised their dividend a few months ago. I haven't checked recently but it is in the 12% range.

South African Gold Stocks: No Margin of Safety

Are you aware that the enitre $1.20 distribution is a return of capital and none of it represents income. Since the units are selling at a substantial premium and since you lose 15% to the Canadian gov't it seems like a very unattractive investment option to me but I appreciate your pointing it out.


On Sep 14 09:15 AM LINDY77 wrote:

> For a yield of 14% or more on Gold stocks after Canadian Tax and
> exchange rate, check out "Precious Metals and Mining Trust" MMP.UN
> on Toronto EXchange, PMMTF on the OTC . A closed end fund, 61.33%
> into Gold & Silver mines, 27.68% in cash. Pays .10 CAD monthly
> x12 = 1.20 CAD . Take out 15% Can. Tax and multiply x .92 for Exch
> Rate = .9384 net US$ . I bot 3200 of PMMTF at about 6.65 USD last
> week = 14% + and a chance for big capital gains. Details at sentryselect.com
> , use MMP.UN LINDY

A Complete Guide to Precious Metal ETFs

Also should add GTU which is a cef that invests solely in gold. Run by the same people as CEF although the latter is roughly 60%AU and 40% Ag. These are Canadian entities but they trade on US exchanges as well as the TSX. Also Claymore just came out with a new gold cef(which converts into an etf in 6 months if it trades at a discount)-CGL.UN. It is like GTU except that it hedges the USD exposure. So if AU goes up and CDN goes up you get a double kick(obviously more risk on the downside). It only trades on the TSX.

Opportunities and Caveats in the Precious Metals Sector

You should check your facts before you post. HL sold its mine in Venezula and no longer has any exposure there.


On Mar 15 01:37 PM Mayascribe wrote:

> PeteK: Except that CDE has a mine in Bolivia; not necessarily a geopolitacal
> safe haven for me to invest my $.
>
> I would also avoid Hecla Mining (seekingalpha.com/symbo...)
> for the very same reason, as they have a producing mine in Venezuela,
> and their is no way I'm putting bucks against Chavez not taking over
> that lucrative mine.

Going Double Long on Agriculture with DAG

I too am bullish on agriculture and own DBA, One difference between DBA & DAG that you did not mention is that the former is an ETF and the latter an ETN. Owning DAG adds the credit risk of DB to the mix. A year ago if some had raised that risk I would have totally discounted it but right now I don't think the benefits of owning DAG outweigh that concern. I'm sure you are also aware that any of these 2X funds do not necessarily achieve that result over an extended period. I have read that 1.6X is a more realistic assumption.

Powershares DB Agriculture Fund Starting to Pop

I'm not a tax lawyer or an accountant but I believe your understanding is wrong. With a partnership you get your pro rata share of its earnings & losses which has nothing to do with its distributions or the share price(you will have cap gains/losses when you sell your shares but that is in addition not in lieu of the income/losses that will appear on your k-1. That being said, I'm not sure how large a taxable item will be shown on the k-1. I avoid the issue by owning my DBA in an IRA.

17 Commodity ETFs to Hedge Your Portfolio

I would avoid GCC. The equal weight is a nice idea but it is frequently rebalanced(I think quarterly). That means you periodically sell the winners and buy the losers. I personally do not like that as an investment philosophy. If it doesn't bother you that's fine but you should be aware of this feature which is not in any of the other ETF/ETNs I own.

A Look at Four New Agriculture ETFs

The index is the same as DBA. I wonder if there will be any difference in performance. Presumably not.

Tuesday Outlook: Commodities and BRICs Stay Hot

In addition to MOO there is also a TSX listed agric ETF(which overlaps a lot with MOO) COW. It started trading about a month ago(up around 15% since it was launched). I own both.