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UBS Analyst: Energy Trusts Offer Exceptional Value

To JJason:

My three favorite trusts (PWE, AAV and PVX), all of which trade on the NYSE, had payout ratios of 53-58% in Q1, based on oil priced around $80 and gas at about $7.50. Thus, even if oil averaged "only" $100 going forward (which I consider unlikely) and gas averaged "only" $9 going forward, these trusts income WOULD GO UP SUBSTANTIALLY.

I think the projection of $120 oil and $10 gas is reasonable going forward, if not outright conservative.

Expect several trusts to increase dividends after earnings are announced in August, and other trusts will increase after Q3 is announced in Nov.

For more details, see my articles on PWE.

Jack Yetiv
Jul 18 14:14 pm |Rating: 0 0 |Link to Comment |View article

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Jack Yetiv

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UBS Analyst: Energy Trusts Offer Exceptional Value

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