http://www.canadiancapitalist.com/income-trust-bargains/ Helping you invest and prosper Sat, 11 Feb 2012 19:27:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.canadiancapitalist.com/income-trust-bargains/#comment-185455 Del Ojo Zafado Tue, 17 Mar 2009 13:09:51 +0000 http://www.canadiancapitalist.com/?p=206#comment-185455 This is a very old blog but...I'll bite. I took a position in Chem trade a few weeks ago @$5.68CD. I get the pulp -paper sulphuric acid thing but what about the fertilizer.? Is there some component to fertilizer that ChemTrade does? Are the persistently low Nat Gas prices significantly advantaging Chem trade? This is just so beaten down given that they are supposed to have some longer term hedges in place. Don't they benefit from the stronger US dollar in terms of their chemical plant in Texas? I believe they will ,most probably cut their distribution but perhaps only by 35% which would still leave it well over 10%. If Canfor can get off the mat this one will do well. Still selling well below it's BDF closing price of $16CD .. GLH did not make your list after expanding production and reporting record results on all measures? CLE is a superior trust to GLH in some respect? GLH is just bouncing off a new 52 week low made just a week or so ago. What about Bird Construction (?Symbol BDC or BRD?/ US:BIRDF). They have been really beaten down but as the global economy BEGINS to approach a bottom they seem to have a significant enough back log of projects to maintain them, until the main line of Oil and Gas infrastructure construction reignites. They have lost some Oil Sands contracts to delay or cancellation but is it that significant? What about the greater Vancouver area construction market having some relative strength against the 2010 Winter Olympic Games projects and construction? This is a very old blog but…I’ll bite. I took a position in Chem trade a few weeks ago @$5.68CD. I get the pulp -paper sulphuric acid thing but what about the fertilizer.? Is there some component to fertilizer that ChemTrade does? Are the persistently low Nat Gas prices significantly advantaging Chem trade? This is just so beaten down given that they are supposed to have some longer term hedges in place. Don’t they benefit from the stronger US dollar in terms of their chemical plant in Texas? I believe they will ,most probably cut their distribution but perhaps only by 35% which would still leave it well over 10%. If Canfor can get off the mat this one will do well.
Still selling well below it’s BDF closing price of $16CD .. GLH did not make your list after expanding production and reporting record results on all measures? CLE is a superior trust to GLH in some respect? GLH is just bouncing off a new 52 week low made just a week or so ago.
What about Bird Construction (?Symbol BDC or BRD?/ US:BIRDF). They have been really beaten down but as the global economy BEGINS to approach a bottom they seem to have a significant enough back log of projects to maintain them, until the main line of Oil and Gas infrastructure construction reignites. They have lost some Oil Sands contracts to delay or cancellation but is it that significant? What about the greater Vancouver area construction market having some relative strength against the 2010 Winter Olympic Games projects and construction?

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