List by First Name |
List by Last Name |
| Date | Signal | Symbol | Company | Opinion | Price |
|---|---|---|---|---|---|
| 2004-04-12 | BUY | AAV-T | Advantage Oil & Gas Ltd |
Mainly gas weighted. Locked in gas prices so not affected by the vagaries of the commodities. Good management. 14% yield. Tweet finance |
Price: $19.350 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | BUY | AE.UN-T (Dead) | Acclaim Energy Trust |
A high-quality company. Continuing to make accretive acquisitions. Tweet finance |
Price: $12.590 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | BUY | BAM.LV.A-T | Brascan Corporation |
Very financially focused. Low yield but they have a good business. Tweet finance |
Price: $50.900 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: No |
| 2004-04-12 | BUY | BCE-T | BCE Inc. |
In a trading range. Buy below $28 and sell when it nears $31. 4% yield. Has concerns for the long term with the competition. Tweet finance |
Price: $27.930 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | TOP PICK | BNP-T | Bonavista Energy Corp |
Yielding about 13 1/2%. Excellent management. One of the low-cost companies for adding reserves. Payout is only 60% with 40% available for growth. Have a huge land base. Tweet finance |
Price: $22.130 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | BUY | BNS-T | Bank of Nova Scotia |
Likes the banks. Banks have had a big run. Keeping an eye out on the interest rates. Tweet finance |
Price: $37.150 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | TOP PICK | CHE.UN-T | Chemtrade Logisitics Inc. |
Could have further appreciation as it gets recognized. 9 1/2% yield. Had a difficult year but have been able to maintain their distributions. Tweet finance |
Price: $18.690 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | WAIT | COS-T | Canadian Oil Sands |
Likes their long life reserves. Not happy with the volatility of oil prices. Had some cost overruns. Tweet finance |
Price: $44.500 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: No |
| 2004-04-12 | HOLD | CWT.UN-T | Calloway REIT |
This is a favorite. Think the distributions will be increased. The US REIT's were off last week which probably had some effect on the stock. Could have more weakness. Tweet finance |
Price: $16.000 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | BUY | FDG.UN-T | Fording Canadian Coal Trust (Inc Trust) |
A long life asset with good-quality. Building synergies. Because of commodities, it should be good for this year and next. Tweet finance |
Price: $57.900 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Unknown |
| 2004-04-12 | DON'T BUY | INN.UN-T | InnVest Reit |
Have to be careful on real estate, because the yields have been bid down to a low level. Any interest rate increase could hurt. Expect volatility because of short leases. Tweet finance |
Price: $10.700 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: No |
| 2004-04-12 | BUY | MFC-T | Manulife Financial |
Very well-managed. Likes their diversification. Yield is low, but stock could continue going up. Tweet finance |
Price: $53.460 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Unknown |
| 2004-04-12 | BUY | NAL-T | Newalta Corp |
Great company. Distribution is about 50/60% allowing them to keep cash for expansion. Yield is about 8%. Tweet finance |
Price: $19.100 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Unknown |
| 2004-04-12 | TOP PICK | PKI-T | Parkland Fuel Corp |
They don't have a lot of competition. Very disciplined. 8 1/2% yield. Good balance sheet. Tweet finance |
Price: $20.250 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Yes |
| 2004-04-12 | BUY | SPB-T | Superior Plus Corp |
Instead of paying a bonus payment this year, they decided to level their payments and this created a drop in the price. Disbursements have been increased. Great management. Tweet finance |
Price: $26.360 Subject: INCOME TRUSTS Bias: BULL on INCOME TRUSTS Owned: Unknown |