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Three Top Canadian Royalty Trusts

Yes, the world economy is slowing down, but I believe most Americans are
overlooking the real strength of the India-China combination.

No one in this string bothered to mention the tax pools which some of the royalty trusts are building, which will shelter them from the effects of the new tax for years to come.
Dec 31 12:12 pm |Rating: +1 0 |Link to Comment |View article
Why I Don't Think Genco's Prices Will Reach Prior Highs

How odd.
Bartlesby, is that long, but informative piece on shipping a quote from somewhere? did you write It?

Middleton, you're note on the oil shipper needed more explanation for those of us who are not regular readers. This is where readers have a right to full expanation, even if it is to say, in the first place, " in other research not related to dry ships ....". You are obviously a competent writer, but you feel into the same trap we all do from time to time,
that of assuming too much.
Dec 31 11:40 am |Rating: 0 0 |Link to Comment |View article
Six Book-Value Bargains

Very interesting. I own some shares of Zolt and will put NTG, ANGO and KHD on my watch list. I have heard KHD mentioned many times over the years. The NTG niche is very, very appealing.
Thanks for the excellent analysis.
Dec 23 12:36 pm |Rating: 0 -1 |Link to Comment |View article
Dividend Paying Stocks: You Only Have to Be Lucky Once

Bravo boubou!!! That is indeed what the warning statement should say.
After becoming totally disgusted watching "professionlas&qu... lose my money,
I finally started to manage my own and now have a nice income stream to supplement our other retirement funds. The price drops are of little importance to us either.
Dec 22 12:13 pm |Rating: +3 0 |Link to Comment |View article
Seven Oil Tanker Stocks That May Get Beaten Up by OPEC

What is the cost of bunkering? berth rental and crew pay and insurance, plus??? I would like to see some costs related to bunkering. Sounds awfully expensive compared to hedging.

Remember George Bush bought an enormous amount of oil for the "strategic reserve"; that is a real wild card. Six weeks from now he will no longer control that resreve.

SFL has a very tight relationship with Frontline and a large majority of its ship are on long term lease. I own both, plus OCNF and am about to buy more shippers.
Dec 12 12:09 pm |Rating: +1 0 |Link to Comment |View article
Three Oil Stocks to Weather Any Storm

Boubou,
What other shipping companies does Frederickesen own?
Jake,
don't hesitate to write because you own a stock; just state that ownership plainly.
I really like the oil services companies, although I still have some Canadian and US oil royalties. Harvest has both producers and a refinery.
Dec 11 12:02 pm |Rating: 0 0 |Link to Comment |View article
Alternative Energy Storage Is an Investment Tsunami

The good thing is that so many people who are investors recognize the need for an alternate energy future to keep us afloat as a nation. The the investment ideas are secondary in the reader responses.
(It appears that the last administration was unable to grasp the significance of these problems.)

As to the cost effectivness of alternate energies, subtract the subsidies from oil and the economic viability of alternatives is instant, not future. Remember, you and I paid for the subsidies to big oil through our tax dollars.

Thanks for this important article.
Nov 30 15:19 pm |Rating: 0 -1 |Link to Comment |View article
Polysilicon Prices Head for Steep Fall: Good News for Solar?

Capacity does not equal production. China may ramp up their solar to support their start-ups. By now, they are surely gaining an appreciation for the reward of such action as the cost of drilling for oil and gas climbs.

Nov 14 09:33 am |Rating: 0 0 |Link to Comment |View article
Digging into Shipping

Thanks for the excellent and thorough analysis. The companies you reviewed are predominantly long term charter, but it looks like the market is treating them as if they are mostly daily rate charters.

Boubou's comments are interesting. Which shippers do oil?

We have stock in DSX, OCNF, FRO and SFL. I watch many other shippers closely, esp DRYS , EGLE, and ONAV.
Nov 07 11:17 am |Rating: 0 0 |Link to Comment |View article
Provident Energy Trust: Income for Today and Tomorrow

Thanks for the comments, Tim. On note: While the computer screen counter says page 41, it seems to be page 39 in the PVX report.
tomatden is spot on re the future of the US dollar and its effects re these Canadian energy trusts. I have owned Canadian royalty trusts for some years including all you have mentioned.
Nov 06 11:12 am |Rating: 0 0 |Link to Comment |View article
Why I Sold National Oilwell Varco and Bought WMS Industries

I like your approach: realistic, balanced, calm and based on a method. As to the viability of the "investment machine" you are trying to build, there are some good professional newsletters at reasonable prices which would seem to fit your approach. They make good background for your own processes.
I have been in oil for some time, love the dividends as I am retired and focused on income; growth is secondary.
Oct 30 23:58 pm |Rating: 0 0 |Link to Comment |View article
Some Stocks to Research for the Market Rebound

David White, sorry I forgot to say, thanks for a fine article. I like alternate energies, shipping, and agriculture. We also own some Canadian oil royalty stocks for income.

Oct 14 11:30 am |Rating: 0 0 |Link to Comment |View article
Some Stocks to Research for the Market Rebound

Re drilling: 1. foreign oil companies control where the very limited supply of skilled manpower and equipment gets used. 2. It takes many years for a land based well. From what I have read, offshore won't actually produce any oil for at least a decade, but that is optimistic. BP just spent 20 years and 6 Billion dollars to start one platform produing. We have no way so far to insure the oil comes to the USA even if it is drilled offshore. Some of our land based wells actually produce oil and gas for Canada. Where do you think all that oil in Alaska ends up? I am for sane drilling; we get royalties from two states. I am sorry to see the political frenzy over something that won't solve the problem when there are so many good options out there. If you take the money given to big oil in tax breaks and redirect it we could be energy independent from the middle east pronto. Mr. "head in the sands" (blue collar guy), do some research, please. The conversion from oil to other fuels will create jobs - jobs we need now. We are fortunate to have so much oil and gas and coal, but it is time to start using it prudently.
Oct 14 11:23 am |Rating: 0 0 |Link to Comment |View article
A Fresh Look at Shipping Company Stocks

Thanks for the analysis, Tim.
I have SFL, FRO and DSX. Just bought some OCNF and am very tempted by SBLK. What do you think of OCNF? Did you ever look at MSB? I passed that one up at 6$. One of my major goofs.
Thanks again.

Oct 10 10:21 am |Rating: 0 0 |Link to Comment |View article
Five Key Chinese Energy Sector ADRs

Good article.
Thanks,
Jul 31 10:47 am |Rating: 0 0 |Link to Comment |View article

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