Roger Conrad

Analyst Articles

Recent selling has proven to be a major stress test for the energy services sector. But lower valuations coupled with a refocus on stronger areas of the energy patch will strengthen the sector, allowing energy trusts to weather the storm through 2008. Read More

It's been an ugly month in the investment world, and Canada wasn't immune to the market turbulence. Even core trusts realized heavy selling pressure, but the numbers going into the third quarter are solid, indicating stronger growth for the rest of the year. Read More

One trust has been removed from the Dividend Watch List, and Harvest Energy has been upgraded based on strong results from recent oil recovery operations. We also provide commentary on a large energy trader's bankruptcy. Read More

Canadian Edge is first and foremost a yield-focused advisory. Cash dividends are, of course, the surest way to build wealth. But there’s a lot more to it than that. Read More

Second quarter earnings numbers are coming in fast and furious for Canadian trusts and high-yielding corporations. In the August issue that will be emailed to you imminently, I’ve reviewed results for all those reporting through the close of business, Aug. 7, 2008. Read More

Materials have outperformed every other sector on a global basis over the past five years. As a result, the brutal market selloff of late left investors asking, “Is this the end of the bull market in resources?” Coupled with the visible--albeit expected--global economic slowdown and lower oil prices, investor anxiety is rational. Read More

Predicting the price of oil next week, next month or next year is about as Quixotic a venture as can be undertaken by even the most diligent expert. And engaging in such forecasts is even more counterproductive for individual investors focused on the long term; you don’t enjoy the romance of headline-grabbing statements or electric cable TV shout-fest appearances, and, most important, it’s an impractical exercise. Read More

Bull markets are never uninterrupted streams of rising profits. Rather, it’s usually two steps forward, one step back. And when it comes to volatile sectors such as vital resources, the wild action is known for routinely shaking out weak hands. Read More

The raw numbers are impressive: A report by the US Geological Survey (USGS) found that 25 areas inside the Arctic Circle contain about a fifth of the world’s undiscovered but recoverable oil and natural gas reserves. Read More