Roger Conrad

Analyst Articles

It may sound cliche to say financial markets are moving faster than ever. But this fear-drenched climate has undeniably produced more than its share of big moves as investors lurch from one sector to another. Read More

Trinidad Drilling (TSX: TDG, OTC: TDGCF) wasted little time putting part of the USD54 million from its sale of a barge rig project in Indonesia to good purpose, inking a deal with two unnamed parties for the construction of seven more drilling rigs for use in Louisiana’s Haynesville Shale, an unconventional natural gas play that’s shaping up as one of the key such resources in the US.  Read More

Sometimes, the best investment strategy is simply to do nothing. That was certainly the case last week, as the US and Canadian markets thrashed around and basically ended flat. Read More

The recent grand theory that the weak US dollar explains the strength in resources is rapidly being discredited. Resource-leveraged stocks continue to correct even while the greenback is at its weakest. Read More

The Canadian economy is struggling to overcome the slowdown afflicting the US and other developed nations. More than 70 percent of its exports come south, and it’s not as productive as other members of the Group of Eight (G-8). But in broader fundamental terms, Canada is in good health. Read More

The past couple weeks have been somewhat choppy for many vital resource stocks. The primary catalyst: worries that the US slowdown is only beginning and that it will hit global demand hard later this year and into 2009. To be sure, there are now clear signs the global economy is slowing down. And we’re already seeing demand for many resources decelerate, though absolute demand remains at elevated levels, especially when compared to previous cycles. Read More

The Bank of Canada (BoC) surprised many observers June 10 by holding interest rates steady rather than cutting in the face of slowing US and global economic conditions. Read More

Steadily rising demand for electricity has translated into rising sales for Canadian power companies. Coupled with abundant natural resources, that adds up to increasing cash flow for providers and higher yields for the income trusts that produce power. Read More

Five more oil and gas producer trusts boosted dividends at double-digit rates last month. For ARC Energy Trust  (TSX: AET.UN, OTC: AETUF), that makes a total of 40 percent in two months, extraordinary for a trust run for long-term sustainability and stability. Read More