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Re: Any under/fairly valued asset classes out there ?
Old 10-30-2006, 03:11 PM   #21
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Re: Any under/fairly valued asset classes out there ?

Originally Posted by MooreBonds
Thanks Greg, Brewer, et. al. for the recommendations (and feel free to keep any others, be it value, yield, etc., coming ).
Its somewhat volatile, but DSX looks cheap and will shine if day rates keep shooting up. Should spit out $.40 a share div for Q3 and $.50 or so div for Q4.

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Re: Any under/fairly valued asset classes out there ?
Old 10-30-2006, 03:45 PM   #22
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Re: Any under/fairly valued asset classes out there ?

Brewer and MooreBonds:

I own these (slowly averaging in--maybe), and they're mostly non-dividend payers. All are foreign and pricey to purchase:

HYFXF.PK Singapore based company that makes water filter membranes and supporting infra-structure. I think China will have to start cleaning up their water mess at some point. I'm hoping China and SE Asia buy from them. LT gowth bet.

SPSTF.PK Singapore Post. Pays a decent dividend.

I like and own or owned:

Suez (owned at $13, sold at about $18, stupid sale)
PHO etf
PBW etf
SBS Brazilian waterworks w/ divi
EVX garbage/environmental cleanup etf

PM for details/more, although I have limited knowledge.

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Re: Any under/fairly valued asset classes out there ?
Old 10-30-2006, 11:15 PM   #23
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Re: Any under/fairly valued asset classes out there ?

Originally Posted by brewer12345
How hard is it to trade these things? Can your average internet broker do it without skinning you alive?
Through some searching on the Vanguard website, I found the following pink sheet 'ADR-equivalents':

Algonquin Power AGQNF 8.97
Northland Power NPIFF 13.51
Consumers' Waterheater Income Fund CSUWF 14.27
Babcock & Brown Wind Partners Group BBWPF 1.18*
Babcock & Brown Infrastructure BCKBF 1.25*
*I finally found a low-priced, good yielding stock that I can place those pesky $700 cash balances in my IRAs and HSAs, instead of them just sitting there in the Ameritrade account earning 0.1% (yes, that's right..Ameritrade makes up for their low comissions/fees by not paying anything on your free cash balances).

Thanks again guys, and keep the ideas coming. I'll post my current watch list...although, I've been looking at buying a house in the near future, which will take up all of my free cash sitting in my taxable accounts ($25k), and a good part of my year-end bonus and not let me make too many acquisitions.

Dryer sheets Schmyer sheets
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