Comments on: Review: Claymore/SWM Canadian Energy Income Index ETF http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/ Commentary on stocks and the market from a bullish perspective. Fri, 19 Feb 2010 03:41:12 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Fixed assets http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/comment-page-1/#comment-10152 Fixed assets Thu, 26 Mar 2009 11:39:37 +0000 http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/#comment-10152 Interesting post - stumbled across it while researching oil and energy investment opps - would be interested to know whether your predictions about oil sands producers were justified? Interesting post – stumbled across it while researching oil and energy investment opps – would be interested to know whether your predictions about oil sands producers were justified?

]]> By: Tim http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/comment-page-1/#comment-255 Tim Tue, 25 Sep 2007 17:09:34 +0000 http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/#comment-255 Derek, I really appreciate the comment here. I will keep an eye on the ETF and have high hopes it can provide a good balance of income and growth. A couple of quarters with good dividends will really give it a boost in my mind. With current energy prices and future projected demand, I think Canadian energy has excellent prospects. Derek, I really appreciate the comment here. I will keep an eye on the ETF and have high hopes it can provide a good balance of income and growth. A couple of quarters with good dividends will really give it a boost in my mind. With current energy prices and future projected demand, I think Canadian energy has excellent prospects.

]]> By: Derek Gates http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/comment-page-1/#comment-249 Derek Gates Mon, 24 Sep 2007 23:08:53 +0000 http://timplaehn.com/2007/08/28/review-claymoreswm-canadian-energy-income-index-etf/#comment-249 Tim, I want to thank you for your insightful analysis of Claymore's ENY ETF. As the index provider for this new ETF I have a vested interest in its success. I expect that the fund will have quarterly distributions regardless what the prospecctus says but I will look into that and get back to you. You have an interesting point about the fixed asset allocation. The history on the index indicates that the asset allocation has added value except for when the Canadian government made the announcement on royalty trust taxation last year. Historically this index has generated 8-10% yields during the bear phase and 4-6% yields during the bull phase (currently we are in a bull phase). This compares well with the TSX/S&P Capped Energy Index which has a lower yield of 2.3% and inferior returns and higher risk over the last 3 plus years. My long term expectation is that the strong cashflows from oil sands producers will increase the dividend yield over time and provide investors with a low risk, high yield play on the energy sector. Regards, Derek Gates SWM Index Tim,

I want to thank you for your insightful analysis of Claymore’s ENY ETF. As the index provider for this new ETF I have a vested interest in its success. I expect that the fund will have quarterly distributions regardless what the prospecctus says but I will look into that and get back to you.

You have an interesting point about the fixed asset allocation. The history on the index indicates that the asset allocation has added value except for when the Canadian government made the announcement on royalty trust taxation last year. Historically this index has generated 8-10% yields during the bear phase and 4-6% yields during the bull phase (currently we are in a bull phase). This compares well with the TSX/S&P Capped Energy Index which has a lower yield of 2.3% and inferior returns and higher risk over the last 3 plus years.

My long term expectation is that the strong cashflows from oil sands producers will increase the dividend yield over time and provide investors with a low risk, high yield play on the energy sector.

Regards,

Derek Gates
SWM Index

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