Roger Conrad

Analyst Articles

Beating expectations is the key for growing, healthy trusts converting to corporations as they set their future dividends.The good news is expectations have basically been abysmal since Halloween night 2006. Read More

The global explosion in wireless phones was the world’s biggest communications story in the last decade. The next 10 years, however, will belong to a second wireless revolution: the widespread adoption of so-called “smart phones.” Read More

With myriad opportunities to buy and build assets, secondary offerings continue to fuel growth in distributable cash flow and distributions, eventually sending unit prices higher as well. Read More

The large numbers of people expecting Armageddon are a sure sign this market is still climbing its proverbial wall of worry, and that expectations are still low and easy to beat. Read More

Despite an inauspicious beginning, 2009 turned out to be a banner year for the Canadian Edge Portfolio, with the Conservative Holdings returning 65 percent and the Aggressive Holdings 66 percent. Read More

All of the oil and gas producer trusts I track have one thing in common: They’ve survived some of the toughest conditions ever faced by any industry and have come out the other side in working condition. Read More

Both of the January 2010 High Yield of the Month selections are longtime Canadian Edge Portfolio holdings. Both have also recently undergone transformations that have made them very attractive going into 2010. Read More