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Special Report on

Benefits of Royalty Trusts

benefits of royalty trusts special research report Photo by
"Too many of us look upon Americans as dollar chasers. This is a cruel libel, even if it is reiterated thoughtlessly by the Americans themselves." -- Albert Einstein A while ago I talked about some potential investments that I was looking at buying . One of the investments was an oil trust. At the time I didn't go into much depth about how investing in an oil trust works or how you might go about picking such a trust to buy. Today I'll cover those topics. But first, what is an oil trust? Wikipedia has a page on oil trusts that discusses them at some length. Or you can refer to investopedia's ...
is an investment that may hold equities, debt instruments, royalty interests or real properties. The trust can receive interest, royalty or lease payments from an operating entity carrying on a business, as well as dividends and a return of capital . The main attraction of income trusts (in addition to certain tax preferences for some investors) is their stated goal of paying out consistent cash flows for investors, which is especially attractive when cash yields on bonds are low. They are especially useful for financial requirements of institutional investors such as pension funds . ( Investment Dictionary ) Many investors are ...
ERF -- another Bakken Play
a Canadian royalty trust ("Canroy") but I have traded ERF in the past couple of years for the dividend. When I last sold whatever ERF holdings I had, I moved on and sort of just forgot about ERF. Enerplus is a royalty trust and I remembered, but forgot the details, that Canada was changing their tax laws regarding royalty trusts. The announcement spooked investors, and I just sort of forgot all about it when I last sold ERF. Tonight, while updating my "investment links" at the top of my web page, I thought again of ERF (I guess, sort of like thinking of an old girl friend -- or boy friend for the women you ... market research, surveys and trends
Income Investing: Selecting the Right Stuff
When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall. Then, logic and mathematical acumen disappear and we become susceptible to all kinds of special cures for the periodic onset of higher interest rates. We抣l be told to sit in cash until rates stop rising, or to sell the securities we own now, before they lose even more of their precious Market Value. Other gurus will suggest the purchase of shorter-term bonds or CDs (ugh) to stem the tide of the perceived erosion in portfolio values. There are two important things that your mother never ... market research, surveys and trends


Pengrowth Energy Trust Announces $1.0375 Billion Acquisition of ...
Pengrowth Corporation, administrator of Pengrowth Energy Trust is pleased to announce that it has entered into a definitive agreement to acquire Canadian oil and natural gas producing properties and undeveloped lands (the “CP Properties”) through the acquisition of the shares of four subsidiaries of Burlington Resources Limited, a subsidiary of ConocoPhillips, for a purchase price of $1.0375 billion, subject to customary adjustments. The CP Properties are high working interest, largely operated interests, similar to those that Pengrowth has extensive experience in managing. These properties currently produce ... industry trends, business articles and survey research
An Integral Component of the - Canadian Energy Trusts
In 2005, the oil and gas trust sector generated over 30 percent of the tax ...... external manager paid a management fee and the benefits of ownership flowing .... royalty trusts with a market capitalization of just under $100 billion. ... industry trends, business articles and survey research
LeMond eyes new day for cycling
That someday great young riders won`t have to choose between riding cleanly and being also-rans or doping to keep pace with the world`s best. That, better yet, a phenom like Boulder`s Taylor Phinney or someone else like him will take over the cycling world, win a couple of Tour de France titles and be lauded for his triumphs rather than faced with skepticism that his victories were aided by doping. "That`s the hope," LeMond, a three-time Tour de France winner and the first American to ever win the race, said Monday. "It is sad that every race, any victory is always questioned. "It sucks. It sucks even for me ... market trends, news research and surveys resources
Big Fat Paydays in Energy
So how can you make the most of this move? Considering the shellacking the broad market took recently, it’s a good time to pick up bargains in the energy sector. And the biggest bargains I see are those stocks and funds that pay you handsomely for owning them . I’ll get to some ideas in a minute. First, let’s look at the latest developments in energy … Some Bullish Forces in Oil … Bullish Global Oil Demand Outlook. The International Energy Agency (IEA) is raising its forecast — worldwide oil use will rise by 1.7 million barrels a day, or 2 percent, in 2010 to a record 86.4 million barrels. For ... market trends, news research and surveys resources


U.S. Natural Gas Royalty Trusts Good Inflation
Jun 3, 2005 ... Oil and gas price inflation that benefits investors is good for economic .... No Debt, No Hedges. Index of Recent U.S. Royalty Trust Research. technology research, surveys study and trend statistics
Publication 17 (2009), Your Federal Income Tax
You must include on your return all items of income you receive in the form of money, property, and services unless the tax law states that you do not include them. Some items, however, are only partly excluded from income. This chapter discusses many kinds of income and explains whether they are taxable or nontaxable. Income that is taxable must be reported on your tax return and is subject to tax. Income that is nontaxable may have to be shown on your tax return but is not taxable. This chapter begins with discussions of the following income items. Bartering. Canceled debts. ... technology research, surveys study and trend statistics
Investing for Income in a Down Economy - Graziadio Business Report
As equity markets fall and a recession develops, investors are faced with the "What do I do now?" question. At this point in the business cycle, it is common for investors to move all their resources into cash and cash-equivalent investments while other investors who desire higher rates of return without exposure to equity markets turn to income-generating securities, like bonds, and suffer the low yields. Still others, who seek to minimize the risk of loss, turn to blue-chip-type equities with high-dividend yields and some potential for capital appreciation. However, there are other alternatives that share ...
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Trusts & Estates Law: Testamentary Trust Terminate and Distribute ...
My mother passed away in 1986, in New Jersey.  My father passed away on December 4, 2006, in New Jersey.  My mother�s will provided that a Testamentary Trust be established to contain the �Residue� of her Estate.  This residue consisted solely of various mineral rights, located in Oklahoma.  The terms of my mother�s will directed that all INCOME from the mineral rights in the Testamentary Trust be paid to my father during his lifetime, and that upon his death, the principal of the trust be divided among the three(3) surviving children.  There is some confusing paperwork on file with the court that seems ...
Gas royalties from an estate / inheritance. Listed for IRS as ...
You can obtain cash for your oil and gas royalty interests. The cash you receive for your royalty interest could fund other lower-risk investment opportunities. Most oil and gas properties decline in value over time, whereas the other investment options available to you could potentially appreciate. ESTATE PLANNING Frequently, people planning and organizing their estate will divest their oil and gas royalties prior to their death. Eliminating oil and gas royalties from your estate could make the cost of settling your estate lower. Divesting the royalties in your estate can save your heirs the expense of preparing transfer ...