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
iwb21510 (March 8, 2015)
Nasdaq briefly tops 5,000… Warren Buffett’s secrets of success… Shawn Allen updates Canadian Tire… TFSAs under fire… Gordon Pape’s updates: Michael Kors… Your Questions: Black Creek International distribution
iwb21509 (February 28, 2015)
Yield curve concerns… Don’t sell too soon… Ryan Irvine’s updates: Exco Technologies, Athabasca Minerals, Enghouse Systems. New iShares offering on target… Gordon Pape’s updates: Fortis, Canadian Apartment Properties REIT… John Hillery website… Your Questions: Horizons ETF, planning for retirement, unhappy with broker, combining retirement plans… Members’ Corner: New website, Beutel Goodman fund, Tax software
iwb21508 (February 21, 2015)
Growth Portfolio charges ahead… Glenn Rogers picks Atlas Air… Glenn Rogers updates Apple, FireEye, American Airlines, NutriSystem, First Solar… Gordon Pape’s updates: Google, RioCan, TransCanada… Your Questions: Selling gold, RRSP allocations
iwb21507 (February 15, 2015)
Another 2008?… Riding the rails… Gavin Graham’s updates: CN Rail, TD Bank, Scotiabank… What to put in an RRSP… Two funds added to Recommended List… Gordon Pape’s updates: Stryker Corp.
Recent Updates
Crown Castle International (NYSE: CCI)
Crown Castle owns, operates, and leases more than 40,000 cell towers and approximately 90,000 route miles of fibre supporting small cells and fibre solutions across every major US market and in Puerto Rico. It is based in Houston.
Hold
e.l.f. Beauty Inc. (NYSE: ELF)
ELF has broad distribution through department store chains, along with a decent online business. Many of its products cost $10 or less, which appeals to budget-minded millennials.
Hold/Buy
Cheniere Energy (NYSE: LNG).
This Houston-based company is one of the largest distributors of liquefied natural gas based in the US. A lot of its recent growth has been driven by Russia’s war in Ukraine, which has left Europe and other countries around the world scrambling for alternate natural gas supplies. LNG was in the right place at the right time.
Buy
Jacobs Solutions Inc. (NYSE: J).
Jacobs is a Dallas-based company that provides consulting, technical, scientific, and project delivery services to a wide range of industries, including pharmaceuticals.
Buy
Devon Energy (NYSE: DVN)
Devon produces approximately 300,000 barrels of oil, more than 125,000 barrels of natural gas liquids, and about 920 million cubic feet of natural gas every day. Devon aims to produce 5% more total volume year-over-year going forward.