iTrust Investor: Report - Financial Market Overview, Research and Income Trust Guide

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DIRECT CONNECT TO NEWS & ANNOUNCEMENTS

House rich, cash poor - StarPhoenix
House rich, cash poor StarPhoenix, Canada - 42 minutes ago The value of his Registered Retirement Income Fu...

Election on Oct. 14 - Canada.com
Canada.com Election on Oct. 14 Canada.com, Canada - 58 minutes ago "There is a question of whether ...

Would-be bidders line up at Teranet - Globe and ...
Would-be bidders line up at Teranet Globe and Mail, Canada - 2 hours ago A dozen potential buyers want to lo...

AXcess News: Taking a Byte Out of Canada's Real ...
AXcess News: Taking a Byte Out of Canada's Real Estate Market PR-CANADA.net (press release), Montenegro&nbs...

Looking to Canada for Income Beyond Energy - Rig...
Looking to Canada for Income Beyond Energy RightSide Advisors, CA - 6 hours ago There's another kind...

INFORMED PERSPECTIVE & INSIGHT

iTRUST QUALITY RATINGS

Average: 2.8 / 7 stars
These ratings consist of a 7*Star Rating across all sectors including Oil & Gas, Energy Related, Food Related, Real Estate Investment Trust, Business Trust and Funds of Funds. Specifically we observed as of the last iTrustReport:

* 17 Top-Rate Trusts
* 65 rated as Star Income (5-6 of 7 Stars)
* 57 Cashflow Cautions

HIGHLIGHT REPORTS ON FUNDAMENTAL BUSINESS EVENTS

Quality Producer Bought by Major - FET.UN and ERF.UN

[Dec04'07] Oil & Gas: Enerplus Resources Fund and Focus Energy Trust announced that they have entered into an agreement for a takeover by Enerplus of Focus.

Mega Merger - PWT.UN and CNE.UN

[Nov01'07] Oil & Gas: Penn West Energy Trust and Canetic Resources Trust announced that they have entered into a combination agreement to potentially form "Canada's flagship energy trust"

Chinese Takeout - TPW.UN

[Oct16'07] Energy: TransAlta Power, L.P. announced it has entered into an agreement with Cheung Kong Infrastructure Holdings Limited which has agreed to offer $8.38 in cash per unit to acquire all of the outstanding units of TransAlta Power. This represents nearly a 16% premium over the closing trading price of the units on the TSX on the last trading day immediately prior to this announcement.

MARKET BACKGROUND & COMMENTARY

One Year Later

[Nov01'07] GENERAL: The Canadian government led by Harper has had a year to organize the terms of its pending tax on income trust distributions. And as many expected, Finance Minister Flaherty, used the anniversary of devastating new taxes, less one day, as opportunity to announce another proposal. This one suggests the government will reduce GST and income taxes in coming years. What's really new? What does this matter...

Dollar Parity, Taxes and Inflation Equals Energy

[Sep21'07] Oil & Gas: For the first time in memory for many market traders, the Canadian dollar has matched the value of the U.S. dollar. Consumer pride and delight makes the headlines, while back pages cover business managers' concerns about potential loss of exports to the U.S. and need for layoffs. Many income trusts are real businesses with similar concerns.

Even REITs Not Safe From Tax Impact - REI.UN

[Aug05'07] REIT: When the Canadian government announced new taxes on income trusts on October 31, 2006, there was initial indication that passive holdings of real estate through Real Estate Investment Trusts would be spared. But new rules can mean accounting changes. And the largest REIT of them all has just taken a loss to make right-offs to address the difference.

GENERAL ECONOMICS & OUTLOOK

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