Date updated:11-05-2006
based on the idea that many asset classes are mis-priced and economic problems in the U.S. will probably slow if not reverse economic growth here and possibly abroad. Also think the USD is overvalued. Am looking for companies whose payout is low enough to cover some decline in revenues. In addition to income, prices for these companies should not fall as far as I expect the general market to decline.

-
PWE
Penn West Energy - $17.04
- -2.52%
- $17.40
in the world of Canadian trusts, few companies are bigger. Conservative 50/50 mix of oil/gas, low payout (they aim for 60%), much room for growth (undeveloped lands, which in some cases they are farming out), oil sands, using CO2 to improve production of tired fields. Available in U.S., which helps the stock price; currently around 10%

-
VGPMX
Vanguard Precious - $18.28
- -0.71%
- $N/A
Simply the best play I have seen on metals and gold. Very shrewd portfolio -- not necessarily much on dividends, but a very good way to cover precious and basic metals.

-
HTE
Harvest Energy Tr - $9.44
- 0.00%
- $N/A
controversially, recently bought a refinery -- the market is debating whether this is into a field HTE knows nothing about, or whether it is a shrewd way to level out income streams. I lean to the latter -- the acquisition, while expensive, will be accretive. Also available through the NYSE, it currently is yielding around 15%

-
SSL
Sasol Ltd Adr - $35.19
- +0.69%
- $34.87
nice play on energy alternatives, a company that specializes in turning coal into a cleaner gas. Out of South Africa, which means it should do well as the dollar sinks (as should many of these stocks).

-
WBK
Westpac Banking C - $99.48
- 0.00%
- $N/A
An Australian bank. Exposure to both the more narrow Australian market, a country on a generally sound footing -- people there still "save" money, although their balance of payments can become unbalanced -- pays around 5%

-
ANZ
Anz - $0.00
- N/A
- $N/A
another Aussie bank. pays 5%. dividends should rise, currency play should also help

-
OFC
Corp Office Ppty - $33.48
- -3.82%
- $34.81
a delicate choice, for I think most REITs are priced for absolute total perfection -- this one is under 3% -- but it has done a good job locking up lots of office space around D.C. for gov't contracts and private companies that thrive on our government's efforts to listen to every phone call and read every email.

-
SFL
Ship Finc Intl - $13.81
- -1.78%
- $14.17
shipping, but with a twist. a conservative play because SFL leases out its ships to FRO -- FRO pays a basic rate and takes the risk -- SFL gets a fairly predictable return, so the stock has little upside -- or downside. I would like it at 10%, currently around 8-9%
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A. Anyone interested in the stock markets
and financial history of the world thus
far........I strongly recommend watching
the "Accent of Money"...on PBS
this
month. It's a piece put together by a
guy named professor Niall Ferguson.
very
good TV (unlike most of crap on
nowadays)..like the Housewives of
Orange
County..lol
This Guy (Ferguson) was also on Stephen
Colbert last night.
This special covers everything from
Quant funds (that use mathematical
algorithms...ie Long Term Capital
Management LTCM....Scholes and Merton )
to
determine futures contracts...to the
bond market...to the future of
"Chiamerica"....LTCM got a new
york fed brokered BAIL OUT when the
Russian
economy went under ya know. And there a
hedge fund....lol
he has a book by the same name BTW >
The Ascent of Money: A Financial History
of the World (Hardcover)
by Niall Ferguson (Author)
Asked by - steve g 7 months ago - 6
answers - 256 views
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here is a list of some of the biggest stocks that hit 52-week lows on Feb. 8, 2010. more
Here are some of the biggest stocks that made the 52-week high list on Feb. 8, 2010. more













10/30/2006 18:33 PM CST Asked by daverk
Should look at TNP