Roger Conrad

Analyst Articles

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

Canada's telecom industry is making waves, and there's still plenty of room for growth in this already mature market. And its ability to bounce back has kept wireless carriers and cable operators north of the border from any serious downturns during economic weakness in the US. 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

  • August 8, 2008

The Dow Jones is down 12 percent. The S&P 500 is down 12 percent. Think that going outside the US is the key to profits? Think again. 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

  • August 6, 2008

Last week I sent out two flash alerts discussing the continued selling pressure we're seeing in the oil and natural gas markets. First, the bad news: The selloff in crude oil, natural gas and energy-related stocks continues, and I wouldn’t be surprised to see further selling over the next few weeks to take oil back to around $110 per barrel. Read More