Roger Conrad

Analyst Articles

Results from an Aggressive Holding and a Conservative Holding that confirm their ability to support their payouts and grow their businesses get us one step away from the end of a generally positive earnings reporting season. Read More

Despite a few notable setbacks, the CE Portfolio is holding up well this year. Several Holdings are trading below buy-under targets, which presents opportunities. Several are trading above target; don't chase them. Read More

Construction of a cross-border pipeline has become a surprisingly emotional issue. It provides a good starting point for a discussion about how business decisions, including determinations of how and where to allocate your capital, should be made with a clear-headed focus on facts. Read More