Income Trust Talk

When the “Halloween Massacre” occurred a few years ago, everyone declared income trusts dead… in spite of the fact that the official taxation transition deadline is in 2011.

We’ve lost some trusts for sure… some to takeovers, some deciding to convert to regular companies early, and so forth.

But we want to remind you that we still have 300+ entries in our income trust database (available to premium service subscribers).

A small number of entries are limited partnerships.  They typically have similar characteristics to trusts… which is probably why they share the familiar “.UN” extension. Regardless, there are still many choices out there for both income and capital gains. You simply have to examine the performance statistics of each trust, then do some fundamental analysis on your own to determine whether your choice(s) fit your investment strategy and long-term goals.

We prefer a trading strategy to capture capital gains, and use the income portion simply to offset trading costs; but our data are useful regardless of your approach.  So, please continue to review our highlights in the DATA & CHARTS workbook or consider subscribing to the master database which is updated and distributed weekly. The income from your investment in just one income trust can more than offset your subscription fee… leaving all the rest as pure profit.

We also encourage you to support CAITI… the Canadian Association of Income Trust Investors. The battle isn’t over yet!

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