Delojozafado

Someone Has to Lend in 2009: Ideas to Profit

1/12 "If I had one group to focus on from here it would be the energy complex, preferably energy stocks & ETFs with yield." Mr Jeff Saut's comment as seen on the Raymond James home page left hand column click on "investment strategy". Mr Saut is often seen on TV and You Tube, is the Ch investment Strategist at RJ. I own the BGR &BCF as well. I also own and recommend DGP(no yld), KYE, BSR, MTP, ENY, ATPWF(inverse Loonie action), TBT & PST, the last 2... 2xTreasury shorts. The current Gem of purest all serene & one of my largest holdings (1600 units) is GLHIF. Mr Bruce Flatt and BAM recently took a 75MM CD $ stake in the Canroy trust (some current and impending tax issues) in a BDF, (share dilution) that in conjunction with the cheap Loonie and the seasonal production fall off has driven the Trust to near record lows in price. A 6.8% effective yield against the 8% payout on a unit price of ~12.71 US $s. In terms of the 2011 tax issue Mr Flatt's investments seem to stay one step ahead of the tax man. He has "aboot" a 40% stake in ATBUF which has already begun it's transformation into a REIT. GLHIF will pay you a nice dividend yield while we await the melt down of the US dollar sometime after TARP IV goes out as we continue to roll over all the TRCAs and the rest. When the O&G and Basic materials currencies reassert themselves...
Lastly after the dust settles I would not miss a chance to own the relatively new silver ETF(N?) AGQ on any pull back of the vampire killing material near or below $10. The bug with the empty petrol tank also looks very interesting at this point on its multi year chart. VWDRY That's stirred and definitely NOT to be shaken!