| Comment | 5.620 | Ben Cheng | Single largest closed-end fund, which invests predominately in income trusts. Trading at a significant discount to its NAV. Distribution they pay is probably more than they earn internally so there is a potential of a distribution cut. | 2008-08-07 | |
| DON'T BUY | 7.200 | Michael Sprung | A diversified portfolio of income, royalty and real estate investment trusts. Are you better with this is a package or buying the individual parts on your own? He would prefer the latter route. | 2006-07-18 | |
| BUY | 7.800 | Michael Sprung | Probably selling at a fairly reasonable level right now. Debt is not significant in this company. | 2006-03-23 | |
| PAST TOP PICK | 7.360 | Peter Hodson | (A Top Pick July 26/05. Down 17%.) Was a conservative (?) pick at the time and was a basket of income trusts and of course income trusts got hit hard. The worst could be over, but this is diversified, so you are not taking as big a hit as you would with one trust. | 2005-11-17 | |
| TOP PICK | 8.790 | Peter Hodson | Not an income trust guy, but has been watching investors buy non-diversified cyclical industries accepting a 4/5% yield. This one has no analyst coverage yet it's $1.5 billion. 10% yield with a diversified portfolio. | 2005-07-26 | |
| BUY | 8.470 | David Baskin | Like all of them, it's at the top of it's range right now. Just made an arrangement with Avenir (AVF.UN-T) to sell all their joint venture interests. Doesn't expect you can do too badly with it right now. Has a sound group of assets. | 2005-07-11 | |
| BUY | 7.940 | Peter Hodson | A nice little diversified income trust. Pays a 9%+ distribution. Did a rights issue earlier this year to expand their assets. Slow and steady. Very well managed. | 2005-05-10 | |
| BUY | 8.200 | Greg Guichon | A trust of trusts. Has done an outstanding job over 4/5 years of paying out monthly distributions. A Rights Issue will allow and increase of holdings. Broadly diversified. | 2005-02-11 | |
| BUY | 8.440 | Gavin Graham | Good management. Has done really well, but partially reflected by the fact that oil/gas has done quite well. A reasonable yield. | 2004-12-30 | |
| DON'T BUY | 7.780 | Greg Guichon | Believes they are paying out capital gains to fund a portion of their distributions. Caution. | 2004-12-03 | |
| BUY | 7.220 | Charles Dillingham | Has long reserves. Professional management. | 2004-08-20 | |
| HOLD | 6.380 | John Zechner | Valuation is OK, but concerned about commodity prices. | 2002-12-05 | |
| DON'T BUY | 6.560 | Bill Shaw | Fairly good yield, but prefers owning individual trusts. | 2001-11-20 | |
Experts that have talked about EnerVest Diversified Income Trust
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