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Special Report on

Income and Royalty Trusts

income and royalty trusts special research report Photo by bp2.blogger.com
In observance of Independence Day, KCI Communications, my publisher, will be taking the day off Friday, July 3. Therefore, the July 3 edition of Utility & Income will be available Monday, July 6. -- In good times, it’s natural to seek investments that will grow the fastest. Conversely, tough times like these bring out investors’ impulse to flee to the safest bets. The trouble is, nothing is 100 percent safe under all circumstances. And even pinpointing the highest percentage investments can be a chore when the economy is apparently shrinking and credit markets are still recovering from their deepest freeze in decades.
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 ...
REVIEWS AND OPINIONS
Investing, is it time?
Income investing is coming back into the spotlight these days as investors seek security and income from investments that pay a regular dividend or rate of interest at regular intervals during the year. Most trusts pay monthly and this is particularly helpful when planning your monthly budget during retirement. There comes a time when preservation of capital and income support trump growth as primary investment objectives. Retired investors need some income-producing investments. Younger investors may be saving for a home or financing college-bound children. In these cases, the predictability and relative stability of ... market research, surveys and trends
Cap-and-Trade: What It Means
Two decades ago, a new US president--George H.W. Bush--announced he would break the generation-long logjam on legislation to fight acid rain. His plan was an experimental incentive system dubbed “cap-and-trade.” The Clean Air Act of 1990 that he supported and later signed established a “cap” on sulphur oxide and nitrogen oxide (SOX and NOX) emissions nationwide that would decline over time. Owners of plants were allowed to “trade” emission allowances, essentially buy them from companies that reduced their emissions. The president’s goals were ambitious: a 5 million-ton reduction in SOX ... market research, surveys and trends

SURVEY RESULTS FOR
INCOME AND ROYALTY TRUSTS

Canada's Big Five Banks: Compared to What?
Canadian banks have withstood the turmoil whipped up by the financial crisis better than their US and European peers, maintaining strong Tier 1 capital ratios and keeping their heads well above water--without a government bailout. The recently tabled federal budget does include a provision that would allow the government to buy equity in the banks, although it seems more an effort to provide the appearance of a level international playing field. Canada’s Big Five haven’t yet required government assistance, but their ability to compete with US and European banks is increased if their costs of capital are similarly ... industry trends, business articles and survey research
INDUSTRY | COMMENT Income and Royalty Trusts
Income and Royalty Trusts. Aesop's Warning Ignored. "Much wants more yet oft .... Not everybody has multi-million dollar retirement ... Percent. BUY[TP/O] ... industry trends, business articles and survey research
RELATED NEWS
Kayne Anderson Energy Total Return Fund, Inc. Provides Unaudited Balance Sheet ...
today provided a summary unaudited balance sheet and announced its net asset value and asset coverage ratios under the Investment Company Act of 1940 (the "1940 Act") as of June 30, 2010. As of June 30, 2010, the Fund's net assets were $744 million and its net asset value per share was $21.78. As of June 30, 2010, the Fund's asset coverage ratio under the 1940 Act with respect to senior securities representing indebtedness was 411% and the Fund's asset coverage ratio under the 1940 Act with respect to total leverage (debt and preferred stock) was 308%. market trends, news research and surveys resources
Kayne Anderson Energy Total Return Fund Releases Unaudited Balance Sheet ...
Kayne Anderson Energy Total Return Fund provided a summary unaudited balance sheet and announced its net asset value and asset coverage ratios under the Investment Company Act of 1940 as of June 30. According to a release, as of June 30, the Fund's net assets were $744 million and its net asset value per share was $21.78. As of June 30, the Fund's asset coverage ratio under the 1940 Act with respect to senior securities representing indebtedness was 411 percent and the Fund's asset coverage ratio under the 1940 Act with respect to total leverage (debt and preferred stock) was 308 percent. As of June 30, equity and ... market trends, news research and surveys resources

INFORMATION RESOURCES

Investing for Income in a Rising Interest Rate Environment
Sep 30, 2006 ... income and royalty trusts, all of which present their own unique ... Income and royalty trusts are Canadian investment trusts that hold ... technology research, surveys study and trend statistics
2009 Form 1040 (Schedule E)
Supplemental Income and Loss. (From rental real estate, royalties, partnerships, . S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, ... 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 ...
REAL TIME
INCOME AND ROYALTY TRUSTS
QUESTIONS AND ANSWERS
General Stock Investment Strategies: Royalty Trusts, royalty ...
What do you think of royalty trusts as an investment, both right now and in general?  I hear many of talking heads refering to these things and the yield on many of them is very high, which is what I am looking for.  How do these things work and do you like them?  What risks do investors not understand about them? Thanks as always. Chuck Answer Hi Chuck- Is it summer vacation for you? I don't remember what kind of school you teach at. I think a lot of people are going to get burned on royalty trusts - attracted by the dividend but unclear of what they're buying. The concept is fine, as a way of earning ...
What's the difference between a Distribution and a Dividend ...
In "DOWN" markets there is very limited or no capital gains to speak of and normally the investments of a CEF will not generate enough "Dividends" to meet the monthly or quarterly distribution "policy" of the CEF in question. When this occurs, there is a "return of capital" which will lower you market buy price [if/when you sell].... The return of capital, if received, "lowers" your reported taxes [ROC portion] as the distribution is the return of your own money that you bought the security with [Reit's also have a "ROC"].... Member since: October 18, 2006 Total points: 40622 (Level 7) Badge Image: A dividend is taxable ...