Genesisgkh

ATP Oil & Gas's Forgotten Infrastructure Value

We arent close to an economically feasible electric car. If/When it comes it will be made workable by a European country. In comparison to the US, their trips are much shorter, their cars much smaller, and their gas much more expensive. Yet they havent been able to make it work. US car companies have gone 30 years without improving gas mileage in their autos. It is lunacy to think the US will make electric work first.

Where Is the (Sector) Leadership In This Rally?

Commodities will be the leader for the next few years. As long as the USA keeps printing money and giving it out to every person/business who asks, dollars have to become worth much less. Runaway inflation will be here within 5 years, and it could very well be global, so all commodities will climb.

High-Yield Canadian Royalty Trusts: What's the Catch?

Correction of Pilot Guy
ERF yields 10.6%

Nine High Yielding Stocks Under $5 a Share

And you usually get a stock which has fallen 25%-50% or more in value. Interestingly, you never see an article pushing "stocks over 100". And these would likely be better as youre usually getting a company which has increased shareholder value over time.

Brazil's Ready for Big Fixed Income Investors

TEI makes sense for this type of exposure, but BOE doesn't. I own and like BOE, but it's an international covered-call ETF. It owns almost no bonds.

Harvest Energy Trust: Not Like Other Refiners

HTE is a consistent underperformer among CanRoys. If you want something in this area buy some ERF or PWE. Stay away from this dog.

OPEC Will Assure Oil Prices Stay in a Reasonable Range

I think your oil predictions are dead on. But HTE's 15% dividend is not guarenteed. If HTE pays out $3.50/yr but only makes $1.80/yr that dividend will eventually have to be cut. And canadian trusts will soon lose their tax advantage which will mean higher taxes leading to less profits to distribute. And why, in 4 years of rising oil & gas prices, have the majority of these canadian trust stock prices declined? If you are right about oil prices, I believe oil drillers (RIG, DO, ESV) are better plays. These guys will print money if oil stays in the $90- $120 range this year.