Roger Conrad

Analyst Articles

Underlying business strength was the key to surviving the bear market and riding the recovery that began in early March 2009. And it’s the key to hurdling the Canadian markets’ biggest challenges for 2010. Read More

Rising cash flow boosts distributions, lifting unit prices. Higher unit prices mean equity capital can be raised more cheaply, increasing the number of energy projects that are profitable to acquire or construct. More projects are built or bought, lifting cash flow further and thereafter distributions. Read More

One group is certain to benefit from the entry of Super Oils into the natural gas market: energy infrastructure master limited partnerships, the purest plays being our Conservative Holdings. Read More

No distribution is worth its salt unless the company writing the checks is solid and growing. MLPs enjoy rich tax advantages that allow them to pay much higher distributions than ordinary corporations. But only reliable cash flow guarantees a payout’s stability. Read More

One group of companies looks ready to profit regardless of how the details on the Democrats’ plans to overhaul the US health care system shake out: Canadian providers of health care products and services. Read More

Where underlying businesses have remained strong, converting trusts have elected to avoid cutting distributions. Conversely, trusts bashed by the recession have basically used the excuse of converting to slash their payouts. Read More

December's High Yield of the Month picks are cheap, dish out high yields, and sell at steep discounts to the value of their assets. With both trusts backed by healthy, growing businesses and solid balance sheets, there’s a lot of room for upside surprises. Read More

The 33 Canadian Edge Portfolio picks returned an average of 60 percent in the first 11 months of 2009. Every one of them has what it takes to add to those robust returns for the rest of the year and well beyond. Read More