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Cdn. Yield: Corps, Trusts, GICs, Pref. Shares
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Don Coxe, some excellent pointsfrom Pescods late edition Don Coxe is a well-thought of market commentator and in his latest issue of Basic Points just out, we find these two comments intriguing. 1. “Collapse of the CAPM means bond investors should run—not walk—away from government bonds. 2. The really oily Canadian and U.S. stocks are excellent value, particularly the oil sand companies. Oil stocks haven't kept up with oil prices, mostly because of the drag from collapsing gas prices. Obama is losing big with voters on Keystone, and he may need to disappoint his deep-pocketed environmentalist backers who invest in government-backed windmills that slaughter birds and bats, and in government-backed, money-losing solar panels, and cars that catch fire. Naturally, they hate profitable pipelines that supply low-cost, reliable energy with near-zero impact on animal populations.” |
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