One of the most important principles of sound investment management is staying on top of what’s happening in the world and how those events affect finances. Conditions change quickly, and keeping up-to-date on developments and trends can be challenging. The team of experts producing IWB have been advising Canadian investors for over 25 years.
Edited and Published by Gordon Pape. Associate Editor: Richard Croft
With Gavin Graham, Ryan Irvine, Glenn Rogers, Shawn Allen, Adam Mayers, Paul Bamford & Michael Corcoran.
Recent Issues
iwb21308 (February 25, 2013)
Retirement solution?.. Don’t rush to make RRSP investments… Ryan Irvine picks Caldwell Partners… Three RRSP funds… Gordon Pape’s fund updates… Mutual funds clean-up… Members’ Corner: More on portfolio software, Mead Johnson or…? Upcoming events
iwb21307 (February 18, 2013)
The race to debase… The tank car boom… Glenn Rogers updates TripAdvisor, Whirlpool, Kirby Corp., Flowserve Corp… RRSP Portfolio update… More updates: BMG BullionFund, RioCan REIT, Suncor Energy, CenturyLink, Canam Group… Your Questions: How much in precious metals, investing U.S. dollars
iwb21306 (February 11, 2013)
ETFs roll on… Feeding the baby boom… Gavin Graham updates WestJet… TFSA chat… Gordon Pape’s updates: Silver Wheaton, BCE, Telus… This week’s events
iwb21305 (February 4, 2013)
How bad can it be?… U.S. stocks are the place to be in 2013… Tom Slee picks JPMorgan Chase… Growth Portfolio reviewed… Gordon Pape’s updates: CGI Group, Metro Inc…. Your Questions: Concerned about performance, afraid to take action, wife contributed to TFSA … Members’ Corner: Investing software… This week’s seminar… RRSP questions?… Housekeeping
Recent Updates
Cheniere Energy (NYSE: LNG)
This Houston-based company is one of the largest distributors of liquefied natural gas based in the US. Much of its recent growth has been driven by Russia’s war in Ukraine and the impact of the war in Iran, which has closed the Strait of Hormuz. These conflicts have left Europe and other countries around the world scrambling for alternate natural gas supplies. LNG is in the right place at the right time.
The stock recently hit an all-time high of $300.89 but has pulled back to the current level. Despite the retreat, the shares are up about one-third so far this year and we have a gain of 84% on the original recommended price.
Eaton Corporation (NYSE: ETN)
Based in Dublin and operating globally, Eaton produces the essential electrical and power-management equipment that makes modern energy systems safe, reliable, and efficient. Its portfolio includes advanced switchgear, circuit protection, UPS systems, power converters, and intelligent breakers – the hardware heartbeat inside data-centre halls, factories, hospitals, and substations.
The TJX Companies, Inc. (NYSE: TJX)
TJX operates 5,000 stores worldwide under various banners such as T.J. Maxx, Marshalls, HomeGoods, Sierra, Winners, HomeSense, and T.K. Maxx. There are Marshalls, Winners, and HomeSense stores in several Canadian cities.
Ross Stores (NDQ: ROST)
Ross Stores is a Fortune 500 company, based in California. Last year its revenues were $18.9 billion. It offers 20% to 60% off department store prices for apparel, footwear, and home fashion. The company operates over 1,900 locations, focusing on a no-frills shopping experience.
The stock is up about 26% so far this year and recently touched an all-time high of $230.44.
Consumer Stables Select Sector SPDR Fund (NDQ: XLP)
This huge ETF invests in the shares of companies that are involved in the development, production, and sales of basic consumer products, of the type found in every household. These include food, pharmaceuticals, beverages, personal hygiene products, and more.