Oil Sands Funds & ETF: Claymore Oil Sands Sector ETF: TSX:CLO

In this article, we will talk about the emerging investment trends in Oil Sands. We will see what Oil Sands is, what is the emerging trend for investments in Oil Sands, What are the available investment options for Oil Sands Mutual Funds, Oil Sands Funds, Oil Sands ETF, Exchange Traded Funds and so on.

What are Oil Sands?
As per Wiki, Oil sands, also called as extra heavy oil or tar sands, is actually a kind of bitumen layered deposit.
These layered deposits made of mix of sand, clay, water and oild & petroleum. They are not common in all parts of the world, but are heavily concentrated in Canada and Venezuela.

What is making as Oil Sands so interesting for investments and oil production?
The high volatility of Crude oil, and its prices have led some people look at alternate sources of energy as covered in the article Alternative Energy Mutual Funds. Now, these Oil Sands are now being considered as the part of the overall world oil reserve.

Which countries of the world have large deposits of Oil Sands Reserves?
Primarily, any country having large sand deposits can have Oil Sands Reserves. But it is Canada and Venezuela which lead the pack. Though USA, Russia and some middle eastern countries also have high deposits of Oil Sands.

What are the investment options available for Oil Sands InvestmentS?
The world of investments always have something or the other for every sector for investments. There are multiple products available in the market for any common investors like you and me, to take benefit of investments in that sector.

Just because oil sands are found only in few specific countries like Canada, it does not mean that an investor sitting in England cannot benefit from that. This investor can as well invest in internatioal Oil Sands ETF or Oil Sands Mutual Funds and reap the benefits if the sector gives good returns.

Are there any indices available for tracking the Oil Sands investments?
Yes, The Sustainable Oil Sands Sector Index (TM) is one such index which can be used as a benchamark to track the investments in Oild Sands Sector.
The Sustainable Oil Sands Sector IndexTM was designed to give investors the maximum exposure to one of the fastest growing industries in the Canadian energy sector. The index is restricted to companies that are highly focused on oil sands production and are expected to increase their oil sands production in the next ten years. There are 17 securities in this index and it has an approx. market cap of 18.1 billion USD.

Any Oil Sands ETF or Oil Sands Mutual Funds which are based upon this index?
Yes. Claymore Oil Sands Sector ETF is the fund which tracks the performance of the Sustainable Oil Sands Sector Index, less of fund expenses.
Ticker Symbols Common Units TSX: CLO
Advisor Class Units TSX: CLO.A
Initial Unit Price $20.00
Income Distribution Primarily Canadian dividend income
Distribution Frequency Quarterly
CUSIP Symbols 183832104
Advisor Class Units 183832203
Management Fee 0.60%

Euro Multivision IPO: Review Analysis & Details

There is a new IPO called Euro Multivision IPO which is going to hit the primary stock markets on September 22nd, 2009.
One such company which is willing to come out with an IPO or Initial Public Offering is the Company in the business of Compact disc manufacturing and is called Euro Multivision Services Limited.
In this article, we will look at the Review, Analysis and fine Details of the Euro Multivision IPO and try to do the Review and analysis of Euro Multivision IPO.
Some basic details first about the Euro Multivision IPO:
What is the issue size of the Euro Multivision IPO?
The Euro Multivision issue size is expecting to raise around 66 Crore Rupees from the primary stock market, by floating its shares.

How is the share distribution done?
The IPO consists of issuance of around 88 lakh equity shares. There will be an employee quota or reservation of around 2 lakh (200,000 shares) for the employees.
The IPO issue of Euro Multivision would constitute 36.97 per cent of the company's post issue paid up capital.

How will the capital raised by Euro Multivision IPO be used?
The company would use the IPO proceeds for expansion of its business into a whole new segment. They are planning to enter into the solar energy business. Hence, capital and resources are required for the company's investment into the photovoltaic solar cell manufacturing unit in a SEZ at Bhachau in Gujarat's Kutch district. This is where the IPO proceeds will be used. The plant is expected to have a capacity of 40 MW per year and is being built at a cost of around 178.03 crore Rs.

What is the price band of the Euro Multivision IPO
The price band for shares of Euro Multivision IPO is 70-75 Rs. per share.

What is the trading symbol & exchange for the Euro Multivision IPO
No info is available about the trading symbol.

What are the IPO dates for Euro Multivision IPO
The IPO for Euro Multivision is going to open on 22 September 2009 and will close on 24th Sep 2009.

Who are the underwriters of the Euro Multivision IPO?
Anand Rathi Advisors

What are the analysts recommendations for this IPO?
No recommendations from market analysts are available as of now. Though the company has its own ways to speak up for the IPO. "This new field of business is synergistic with company's existing businesses and we will leverage on our core competencies in the areas of precision high technology, mass manufacturing, and project management," Euro Multivision MD Hitesh Shah said

Thinksoft Global IPO: Review Analysis & Details

There is a new IPO called Thinksoft Global IPO which is going to hit the primary stock markets on September 22nd, 2009.
One such company which is willing to come out with an IPO or Initial Public Offering is the Company in the business of IT services specific to BFSI Sector testing and is called Thinksoft Global Services Limited.
In this article, we will look at the Review, Analysis and fine Details of the Thinksoft Global IPO and try to do the Review and analysis of Thinksoft Global IPO.
Some basic details first about the Thinksoft Global IPO:
What is the issue size of the Thinksoft Global IPO?
The Thinksoft Global issue size is not known as of now, it will be a book building process at the availabel price band and final price as determined.

How is the share distribution done?
The IPO consists of a fresh issuance of around 13,50,000 new equity shares. There is also an Offer for Sale of around 22,96,000 shares by Euro Indo Investments and by Mr. Vinod Ganjoor.
The IPO issue of Thinksoft Global would constitute around 36.27% of the post issue paid-up capital of the Thinksoft Global company.

How will the capital raised by Thinksoft Global IPO be used?
The company would use the IPO proceeds for expansion of its infrastructure. There is a plan to increase infra facilities at Madras Export Processing Zone in Chennai which is expected to have a capacity of around 400 seats. The ball park figure for this expansion plan is around Rs. 16.09 crores, which will be sourced from the IPO.

What is the price band of the Thinksoft Global IPO
The price band for shares of Thinksoft Global IPO is 120-130 Rs. per share.

What is the trading symbol & exchange for the Thinksoft Global IPO
No info is available about the trading symbol.

What are the IPO dates for Thinksoft Global IPO
The IPO for Thinksoft Global is going to open on 22 September 2009 and will close on 24th Sep 2009.

What is the business prospect and company profile of Thinksoft Global?
The companu has global presence, either directly or through its subsidiaries. They are in big cities like London, New York, Dubai, Singapore, Frankfurt, Brussels, Hong Kong, Bangalore and Chennai.
For the year ended March 31, 2009, Thinksoft’s profit after tax stood at Rs.14.49 crores on gross revenue of Rs. 95.66 crores. Revenue has grown at CAGR of 43.5% over the past four years. The company focuses on offshore business model for providing testing services to the Banking and Financial sector.

Who are the underwriters of the Thinksoft Global IPO?
No info about that.

What are the analysts recommendations for this IPO?
The recommendations are positive, given the future prospects, expansion plans and healthy order book of the company

Pipavav IPO: Review Analysis & Details

There is a new IPO called Pipavav IPO which is going to hit the primary stock markets next week,
One such company which is willing to come out with an IPO or Initial Public Offering is the Company in the business of ships and docks called Pipavav.
In this article, we will look at the Review, Analysis and fine Details of the Pipavav IPO and try to do the Review and analysis of Pipavav IPO.
Some basic details first about the Pipavav IPO:
What is the issue size of the Pipavav IPO?
The Pipavav issue size is not known as of now.

How is the share distribution done?
Of the total offering on cards with the IPO, there is a reservation of 6 lakh equity shares for its employees.
Out of the net issue on offer, around 60 per cent has been put up for Qualified Institutional Investors (QIP), 10 per cent for non-institutional investors and the remaining 30 per cent for retail investors.

How will the capital raised by Pipavav IPO be used?
The company would use the IPO proceeds for construction of facilities for shipbuilding, ship repair and offshore business. They are building a shipyard in Gujarat at a cost of about Rs 3,000 crore, of which it has already spent Rs 2,086 crore.

What is the price band of the Pipavav IPO
The price band for shares of Pipavav IPO is 55-60 Rs. per share.

What is the trading symbol & exchange for the Pipavav IPO
No info is available about the trading symbol.

What are the IPO dates for Pipavav IPO
The IPO for Pipavav is going to open on 16th September 2009.

What is the business prospect and company profile of Pipavav?
Pipavav is having big plans of expansion. They are thinkig of going beyond the defence and offshore vessel manufacturing to building equipments for thermal and nuclear power plants
Their order book is reported to be worth $930 million USD.

Who are the underwriters of the Pipavav IPO?
No info about that.

What are the analysts recommendations for this IPO?
The recommendations are positive, given the future prospects, expansion plans and healthy order book of the company.

Alico IPO: Review Analysis & Details

IPO's are now flocking the markets across the globe - is it the sign of economic revival? Despite the high voltility in the stock markets, there are still a long list of companies willing to come to the stock market with their shares listing.
One such company which is willing to come out with an IPO or Initial Public Offering is the life insurance unit American Life Insurance Co called Alico.
In this article, we will look at the Review, Analysis and fine Details of the Alico IPO and try to do the Review and analysis of Alico IPO.
Some basic details first, these are based upon the stories making round on news sites, actual figures may vary:
What is the issue size of the Alico IPO?
The Alico issue size is going to be for around USD 5 billion.

How is the share distribution done?
No info about that.

How will the capital raised by Alico IPO be used?
No info about that.

What is the price band of the Alico IPO
The price band for shares of Alico IPO is not yet decided.

What is the trading symbol & exchange for the Alico IPO
No info is available about the trading symbol.

What are the IPO dates for Alico IPO
The IPO for Alico is expected to come after AIA offering.

What is the business prospect and company profile of Alico?
Alico, founded in 1921, is in the business of life insurance and retirement products. It has a large customers base of 19 million through a distribution network that includes 40,000 agents. It operates in 54 countries but generates more than half of its revenue in Japan.

Who are the underwriters of the Alico IPO?
The book running lead managers and bankers are not yet decided. But there are big names in the list of front runners. It includes - UBS, Deutsche, CSFB, Goldman, Citigroup and Morgan Stanley. It is learnt that Morgan Stanley may get a lead role.

What are the analysts recommendations for this IPO?
The company profile look good. Alico IPO may be the biggest IPO's in recent times. Just that AIG is interviewing the various banks for the IPO and many top rung bank are attempting to get to the IPO, indicates the money involved. We expect a good listing for this IPO

Avesthagen IPO: Review Analysis & Details

IPO's are now flocking the markets. Despite the no-so-good performance of Adani Power IPO and NHPC IPO, where investors could not pocket handsome returns, there are still a long list of companies willing to come to the stock market with their shares listing.
One such company which is willing to come out with an IPO or Initial Public Offering is the Bio Technlogy company called Avesthagen.
In this article, we will look at the review, analysis and fine details of the Avesthagen IPO and try to do the Review and analysis of Avesthagen IPO.
Some basic details first:
What is the issue size of the Avesthagen IPO?
The Avesthagen issue size is going to be for around 850-950 Crore Rupees.

How is the share distribution done?
The promoter Dr. Patell will continue to hold 32% of the company shares. There are 10 other investors who hold 28% shares. The investors include big names like Fidelity, ICICI Ventures and New York Life Investment Management India Fund.

How will the capital raised by Avesthagen IPO be used?
The use of capital will be for commercialization of the 40 products that the company is currently developing.

What is the price band of the Avesthagen IPO
The price band for shares of Avesthagen IPO is not yet decided.

What is the trading symbol & exchange for the Avesthagen IPO
No info is available about the trading symbol.

What are the IPO dates for Avesthagen IPO
The IPO for Avesthagen is expected to come out sometimes in first half of 2010, there are no concrete details available about the IPO dates.

Who are the underwriters of the Avesthagen IPO?
The book running lead managers and bankers are not yet decided.

What are the analysts recommendations for this IPO?
The company profile look good. Avesthagen expects to reach a turnover of Rs 100 crore from research and sale of nutrition products, among others. The company holds 560 patents and expects to license some of its plant-derived nutritional and therapeutic molecules and ingredients

Uttar Pradesh UP Sixth Pay Commission to give Salary Hike

The latest news on Sixth Pay Commission is for the Uttar Pradesh UP State Employees, who are going to benefit from the recommendations of the Sixth Pay Commission. These state government employees from Uttar Pradesh or UP will be getting the benefits of the Sixth pay Commission Panel Recommendations from 1st January 2006.

On September 5th, PTI reported that the UP government has decided to go for Pay Revision or Salary Revision as per the recommendations of the Sixth pay Commission. What this means is that the benefits will now be available to the UP state government employees.

How many UP state government employees will benefit?
It is learnt that around 98,0000 state government employees will benefit from the pay hike or salary revision.

Any exceptions to the employees?
Yes. PTI reports that employees of energy sector undertakings in state may not get the benfits of Sixth Pay Commission.

How much extra money will be required by the state and where will it come from?
Around 305 crore Rs. are required per year for this salary hike and it is expected to be sourced from the enterprises and corporations. There will be no assistance from the government side.

However, the benefits of revised pay scale and other benefits will be subject to the economic capability of corporations and certain conditions, as reported by a government spokesperson.

The government also decided to relax rules regarding payment of dearness allowance to the staff of enterprises and corporations and merge 50 per cent of the DA with the salary.
All thanks to the Sixth Pay commission recommendations and their implementations

Portfolio Insurance: Definition, Example, & Use of Portfolio Insurance

Today, in this article, we will talk about Portfolio Insurance, how Portfolio Insurance is achieved and configured?

What is Portfolio Insurance?
Portfolio Insurance is the term assigned to the practise of limiting the losses or even eliminating the losses, for a position which you take in stocks or bonds or in any other set of investments. It is a method of hedging a portfolio of stocks against the market risk by short selling stock index futures.
How is Portfolio Insurance achieved?
Portfolio Insurance is achieved by using Financial Derivatives or Options. So Basically, you buy a stock, as long as it is above its buy price, you are in profit. The risk or loss comes when the price of the stock goes below your buy price. Hence, the practise of eliminating this loss is known as Portfolio Insurance. Some financial experts also claim that risk can never be eliminated from a Portfolio, only its effects can be mitigated. Hence, the practise of mitigating the risks from the Portfolio is known as Portfolio Insurance.

What is the commonly believed rationale behind Portfolio Insurance?
Portfolio Insurance: The Rationale behind Portfolio Insurance
Let's say you have the following Portfolio:
.. 1000 shares stocks A, 1000 shares stock B
.. Volatility of each stock 30%
.. Current stocks price of A and B is $50
.. T-Bill rate is 8%

..Scenario:
..You can Expect that FED will tighten the rates in next three months
..You have a constraint that your Portfolio value should not go down below $90,000

.. What's the solution?
.. Go for Portfolio Insurance, by structuring options products in your portfolio

What will be the cost of this portfolio insurance?
Let's say: Cost of 3m put option which has a $45 strike price is $0.79
..So we Need 2,000 options
..Hence the total cost of this portfolio insurance comes to $0.79 times 2000 = $1,586.00 USD

Infrastructure Fund: Claymore Global Infrastructure ETF (TSX: CIF): Review Analysis and Details

We all know the benefits of ETF's or Exchange Traded Funds, and if you can find a good ETF on the Infrastructure Sector, then you can benefit from the growth of Infrastructure in a particular country. Infrastructure opens up loads and loads of horizons for an investor to invest his money. Infrastructure Sector by making an Investment in Infrastructure ETF is one of the easily available option to benefit from Infrastructure investment. In this article, we will focus on one of the Infrastructure Exchange Traded Funds.

What is the Claymore Global Infrastructure ETF?
Claymore Global Infrastructure ETF is a kind of Exchange Traded fund which focuses on the Infrastructure Sector. This fund is aiming to replicate the performance of the underlying Infrastructure Index called the MFC Global Infrastructure Index. The investment by the Claymore Global Infrastructure ETF Fund will be to invest the investors money into Constituent Securities of the Index.

MFC employs a proprietary quantitative multi-factor bottom-up selection process to select and weight the top companies involved in the infrastructure sector generally within the following industry segments:
The option for investments are huge - The list includes:
• Airport Services
• Highways & Railtracks
• Multi-Utilities
• Marine Ports & Services
• Gas Utilities
• Oil & Gas Storage & Transportation
• Construction & Engineering
• Electric Utilities
• Heavy Electrical Equipment
• Water Utilities

and basically everything that can be categorized as infrastructure.


What is the underlying index for Claymore Global Infrastructure ETF?
The Claymore Global Infrastructure ETF will track the underlying index called the MFC Global Infrastructure Index.
This Index has the following characteristics:

Number of Securities 60
Weighted Average Market Capitalization ($Billion) $13.95
Weighted Average Price/Earnings 9.5 times
Weighted Average Price/Book 1.6 times
Dividend Yield 3.93%

Fund Data for Claymore Global Infrastructure ETF:
Ticker Symbols TSX: CIF
Advisor Class Units TSX: CIF.A
Initial Unit Price $20.00
Income Distribution Canadian & Foreign Dividend Income
Distribution Frequency Quarterly
CUSIP Symbols Common Units 18383B112
Advisor Class Units 18383B104
Management Fee 0.65%

Recent performance of Real Estate Funds Index:

What are the benefits of investing in a Real Estate ETF?
There are many benefits of investing in a Real Estate ETF like the Claymore Global Infrastructure ETF:

- You can get exposure to Infrastructure sector with limited capital without actually buying properties worth millions
- You can stay in Canada, but can benefit from the price rise in US Infrastructure if you buy a Infrastructure Fund which has good exposure to US Infrastructure
- You can also opt for a global fund like Claymore Global Infrastructure ETF, and benefit from overseas property market exposure.
- You dont have to get into the hassles of taking a loan from benefitting from Infrastructure sector. You can bet with small amount of money also