Roger Conrad

Analyst Articles

Although some Canadian trusts continue to outperform, business trusts have been below par of late. Former highfliers have retreated into the red, losing ground seemingly daily. However, all hope isn't lost as our winners outnumber the laggards overall. Read More

Two trusts have been added to the Dividend Watch List, Yellow Pages continues to prove why it's a solid buy, and we provide an introduction to the wireless spectrum auction up north. Read More

Not everything was a winner. But year to date, the VRI Portfolio is up 28 percent. That stands in favorable contrast to the 1.3 percent and 7 percent gains scored by the US and global commodity index benchmarks, respectively, against which we measure performance.  Read More

Markets north of the border are closed Tuesday in observance of Canada Day, a federal holiday marking the joining of the British colonies of Nova Scotia, New Brunswick and the Province of Canada into a federation of four provinces (the Province of Canada being divided, in the process, into Ontario and Quebec) on July 1, 1867 Read More

Gold is the only financial asset that isn’t someone else’s liability. It’s also the only form of money that’s stood the test of the new millennia, as paper currencies have come and gone. And it’s the only form that’s reliably held its value over time: An ounce of gold still buys a quality men’s suit, just as it did in the days of Croesus. Read More

Once upon a time, BCE reluctantly assumed the lead role in the largest potential income trust conversion ever. Now, in a demonstration of ubiquity redolent of Woody Allen’s Zelig, it’s the star of the biggest potential leveraged buyout (LBO) in history. Read More

The slumping US economy is trickling into global financial systems, slowing growth worldwide. However, global demand for steel is still on a tear. And so are stocks of steel companies, particularly those with clear control over costs. Asia’s breakneck demand growth is still the primary factor driving steel. Read More

The relationship between the US and Canada is the closest and most extensive in the world, reflected in the volume of bilateral trade: the equivalent of USD1.5 billion a day in cross-border exchange of goods. And about 300,000 people cross the shared border every day. Read More

Two hundred ninety dollars a barrel: That’s the price point for crude oil that one study is calling China’s line in the sand--the point to which the country can continue to subsidize oil use without jeopardizing its paramount goal of robust economic growth. Such numbers are meant to be bent. But they’re also a stark reminder of how emerging Asia is rapidly supplanting the West in vital resources consumption. Read More