Steve Ward

Canadian Energy Trusts: The Best Long Term Income and Dollar Hedge?

US percentages have not been waved. Peyto looks good except for gas component which is 100 percent of their business.
AAV is a screaming buy and so will some others as soon as they cut out all dividends and truly go back to a sustainable model.
Re-cycle ratios are lousy on most of these trusts. Oil sands trust and Crescent Point look good as well as AAV and possibly Trilogy Energy Trust, if you think gas is not a bummer for another two years.