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
iwb21211 (March 19, 2012)
Dividend winners… U.S. housing market starting to turn… Glenn Rogers updates Perrigo, Whirlpool, Fluor, Greenhill, and Lazard… More updates: Flint Energy Services, Fortress Paper, Canadian Pacific… Your Questions: TFSA securities, U.S. Treasury bills… Members’ Corner: Portfolio software, investor knowledge… Housekeeping
iwb21210 (March 12, 2012)
It’s a small world… Drilling for gold… Gavin Graham updates Anglo Pacific Group… Investors lack basic knowledge… Gordon Pape’s updates: Suncor, BCE… Your Questions: IWB portfolios, portfolio software… Members’ Corner: Annuity frustration… Housekeeping
iwb21209 (March 5, 2012)
Half empty, half full – or almost drained?… A crisis of confidence… A solid but unexciting year for banks… Tom Slee updates Alimentation Couche-Tard, Finning International, Southern Copper… Gordon Pape’s updates: TransCanada, Saputo… Your Questions: Bond funds
iwb221207 (February 20, 2012)
Last-minute RRSP thoughts… Glenn Rogers: From Russia with profits… Glenn Rogers updates the shipping stocks… An RRSP portfolio… Gordon Pape’s updates: Cenovus Energy… Useful websites: Creditcards.com… Your Questions: Stock liquidity, income funds… Members’ Corner: Turbo Tax problem… Notice to members
Recent Updates
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.
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.