Roger Conrad

Analyst Articles

Bird Construction Income Fund (TSX: BDT-U, OTC: BIRDF) is the 23rd distribution-paying Canadian income trust to announce a no-cut conversion. That it had the financial power to absorb new taxes was certainly no secret. Read More

Bird Construction Income Fund (TSX: BDT-U, OTC: BIRDF) is the 23rd distribution-paying Canadian income trust to announce a no-cut conversion. That it had the financial power to absorb new taxes was certainly no secret. Read More

As long as a producer trust has solid and undervalued assets under the ground, I’m going to stick with it, no matter what management does on the dividend. No-cut conversions, however, make the process easier and considerably more profitable in the near term. Read More

As long as a producer trust has solid and undervalued assets under the ground, I’m going to stick with it, no matter what management does on the dividend. No-cut conversions, however, make the process easier and considerably more profitable in the near term. Read More

Stronger commodity prices should keep all things Canadian on the upside in 2010. The approaching end game on trust conversions to corporations, however, will likely have the greatest influence on share prices in the near term. Read More

Enerplus is Canada’s oldest income trust, and management fought as hard as anyone to keep the sector’s favorable tax laws in place. The affirmation of its dividend in the face of new taxes is further proof that, although the laws have changed, Enerplus’ pro-investor policies will endure. Read More

The relative strength of the Canadian economy is reflected in the generally solid fourth-quarter and full-year 2009 earnings numbers being put up by our Canadian Edge Portfolio Holdings. Read More

Your only protection as an investor is to make sure of the underlying businesses of the MLPs you own. If the business is sound and growing, the unit price is going to go higher over time, even as it pays you a rising stream of distributions. If it’s not, the distribution will stagnate, at best. Read More