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
iwb21304 (January 28, 2013)
Core U.S. stocks… Wells Fargo is a buy… Hammond Power: More than meets the eye?… Ryan Irvine updates Enghouse Systems, Boyd Group… Gordon Pape’s updates: Limited Brands, Coach Inc., W.W. Grainger… Members’ Corner: Investing software… Upcoming Events
iwb21303 (January 21, 2013)
Finding the core… Boeing’s Dreamliner woes an opportunity… Glenn Rogers updates eBay, Cisco Systems, Johnson Controls… Gordon Pape’s ETF updates” iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund, iShares Russell 2000 Index Fund (CAD -Hedged), iShares S&P 500 Index Fund… Your Questions: Sell bond ETFS, high-yield bond funds… Housekeeping
iwb21302 (January 14, 2013)
My 2013 predictions… Gavin Graham’s 2013 outlook… Gordon Pape’s updates: CGI Group, iShares 1-5 Year Laddered Corporate Bond Index Fund, Shaw Communications, TransCanada Corp., MacDonald, Dettwiler… Your Questions: U.S. non-resident tax, TFSA profits, passing on a TFSA… Members’ Corner: BCE vs. Telus… TFSA book hits best-seller list… Housekeeping
iwb21301 (January 7, 2013)
2013: A nail-biter… The 2012 scorecard… 2012 predictions revisited… Investing strategies for 2013… Investing strategies for 2013… Expect another bumpy ride in 2013… Tom Slee’s top picks for the year ahead… New books launched… Updates: Polaris Minerals, Trinidad Drilling… Distribution system
Recent Updates
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.
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.