Monday, December 31, 2007

Now You Can Come Right Out...

& BLAME CANADA...
...and I WILL

My long time favoritism toward the Canadian Oil & Gas Trusts has once again been shifted out of phase with reality --> I hate to see a good one like this turn bad again - but - and - since - this area has been repeatedly good from time to time sometimes and definitely over all pretty much always in the long run --> a return again to these is highly likely sometime in 2008 if they settle into their next low levels down...or even get clearly valued and go up --> The Key is that it seems No One really knows the true value of these companies...but for long periods the huge dividends keep everyone quiet...Well their screaming now, and I wanted to go with winners like Apple and PBR...etc

Canadian trust holders (that was me...sorry if it was you too - but hol dem and they will continue to pay...) got hammered in the later months of 2007...
...What seemed like what was going to turn into a dreamin screamin cash machine of take overs wound out waiting everyone up like unwanted lay overs instead...only leading to flight delays and over-all flight experiences well below expectations...yes that is what the Canadian take overs started to seem like...so they will continue to go on consolidating and optimizing...

[These Canadian trusts will most Likely Do Fine...I just perceived a better prospect somewhere else and ran for it --> not from these [CNE PGH PVX PWE AAV] <-- some day I may return to these for income-aspect power --> right now I traded them for growth-aspect power --> now there needs to be a powerful aspect of growth or much painful suffering will lull along for half a year...With No Income...!...Ouch...!!!

...not to say the Canadian Trusts are done or anything like that - they continue to pay hefty dividends, have been forced by politicians to improve efficiencies and create sustainable operating methodologies, and are near maximum technically sustainable lows...wherein lies the problem - they only appear to be Near their technically sustainable maximum lows baring unpredictable adverse factors which could eventually under ride even these theoretically calculated lows...so what I'd Do -

Well...I ate em....

since the Canadians were already down (some less than 12 months dividends worth- others more) and the Canadian charts are looking bad - I rotated out and am now officially Blaming Canada for not making my target of 100% gains for comp portfolio for the year...

Oh Yeah, and also especially blaming certain pump-n-dump properties in US, Alaska, and South America...XSNX AKYI FXPE PSEG --> Never Buy Stocks that look like these ones or you too will be sorry you did... as am I...

Stay tuned in for the exciting blame levied against China for 2008 year end market crashes...or something else not like that...