Roger Conrad

Analyst Articles

The recommendations in our Conservative Portfolio represent the pinnacle of quality. This week, we’re adding a fee-fueled energy infrastructure MLP that focuses on oil. Read More

No matter what happens in Canadian politics, however, investor returns will still depend mainly on the health of underlying businesses. The good news: The future still looks bright for well-run Canadian trusts and high-yielding corporations. Read More

What September's High Yield of the Month picks have in common: high yields well protected by strong cash flows, solid balance sheets and skilled management teams. Read More

Canadian trusts and high-yielding corporations picked up in August where they left off in July. The broad-based S&P/Toronto Stock Exchange Income Trust Index surged to highs not seen in more than a year. Read More

Whether they’re trusts or corporations, energy producers can only pay in dividends what they earn in cash flow. And that cash flow is determined by three factors: how much they produce; what it costs them to get it out of the ground; and the price that output fetches on the market. Read More

The primary takeaway from this round of results is that companies that trusts that did well in prior quarters did so again, testament to the ability of strong businesses to weather even the most difficult environments. Read More

The doubles we’ve made in our raw materials picks are admittedly due to the fact we bought when no one else wanted them. But they’re no less hooked into a transcendent trend than the rest of our picks. Read More

The doubles we’ve made in our raw materials picks are admittedly due to the fact we bought when no one else wanted them. But they’re no less hooked into a transcendent trend than the rest of our picks. Read More