Roger Conrad

Analyst Articles

High-quality energy assets with effective monopoly positions that generate virtually recession-proof fee income: That’s the never-ending story of the MLPs in our Conservative Portfolio. Read More

Lehman’s fall was the catalyst for last year’s great crash. Its demise also corresponds to the day with the launch of this service. But despite that rather inauspicious beginning, Portfolio 2020 holdings are up an average of 36.7 percent. Read More

As history shows, American enterprise is in constant flux, with developing trends determining new winners and ultimately condemning other companies to extinction unless they tack successfully. Read More

As history shows, American enterprise is in constant flux, with developing trends determining new winners and ultimately condemning other companies to extinction unless they tack successfully. Read More

Despite continuing economic weakness--and the impact of sharply lower energy prices on oil and gas producers--the underlying businesses of all of our holdings are still healthy. Read More

No yield is worth its salt unless it’s sustainable. That’s a lesson heedless yield chasers learned all too painfully during the bear market, as the profligate slashed payouts and saw their share prices crater, some to oblivion. Read More

Results from the Canadian Edge Portfolio holdings couldn’t be more unequivocal. Our holdings' extremely strong businesses can make it through just about anything, and they’re safe enough for even the ultra-conservative. Read More

Ironically, the Canadian edge is even greater after taking into consideration the gains former trusts have realized after formally converting into corporations. Read More

Canada offers two compelling opportunities for a windfall. And best of all, the primary targets are income trusts paying big dividends backed by strong businesses, investments even the most conservative can buy and hold comfortably. Read More