Roger Conrad

Analyst Articles

October was one of the most turbulent months in recent memory for the financial markets. Canadian securities were hit hard, but we've since seen some recovery. First-rate Canadian trusts and high dividend-paying corporations are still deeply undervalued, so the best course of action is to stick with those that continue to perform well as businesses. Read More

We saw a number of distribution cuts in October, but these trusts are cheap enough to rally following such action. Trusts converting to corporations early are the exceptions. We also provide the latest 2009 domestic economy outlook from the Conference Board of Canada and its indications for our neighbors to the north. Read More

Through all the stress tests--from mid-2006 until now--strong businesses have continued to report steady revenue and cash flows, relying on their own resources to survive. And so far many Canadian trusts have reported decent third quarter earnings, proving their resilience once again. Read More

With the direction of the global economy still unclear, we've enlisted in-house experts to answer questions about the future of the energy sector, the Asian markets and, of course, Canada's ability to bounce back. Read More

  • November 7, 2008

Under current economic circumstances, China, Russia and the Middle East (mainly Saudi Arabia and Abu Dhabi) should be the frontrunners in spending. Saudi Arabia and Abu Dhabi are particularly important as they’re building new cities that will require considerable investment in primary infrastructure such as power plants and grids. Read More

  • November 7, 2008

Under current economic circumstances, China, Russia and the Middle East (mainly Saudi Arabia and Abu Dhabi) should be the frontrunners in spending. Saudi Arabia and Abu Dhabi are particularly important as they’re building new cities that will require considerable investment in primary infrastructure such as power plants and grids. Read More

The private sector companies best positioned to win the contracts are riding a powerful tailwind, and they’ll make money globally no matter what the US does. At today’s share prices, there’s little to lose betting on our president-elect doing something that’s clearly in his best interest and ours. Read More

The private sector companies best positioned to win the contracts are riding a powerful tailwind, and they’ll make money globally no matter what the US does. At today’s share prices, there’s little to lose betting on our president-elect doing something that’s clearly in his best interest and ours. Read More