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
iwb2941 (November 16, 2009)
Time to pause… Introducing a new contributor… More about KeyStone… Ryan Irvine picks The Cash Store… The inscrutable Income Tax Act… Gordon Pape’s updates: Equitable Resources, Swiss Water, RBC Global Precious Metals Fund, EnCana… Facts and Comments… Your Questions: Brompton fund… Members’ Corner: Realtor comment draws ire
iwb2940 (November 9, 2009)
Whither RIM?… Tom Slee on the dangers of insider trading… Tom Slee updates CN Rail, Burlington Northern, Potash Corp., Toromont, SNC-Lavalin… Citadel tries again… Gordon Pape’s updates: Berkshire Hathaway B, Davis + Henderson, Kinross Gold, EnCana… Members’ Corner: Outrageous fees
iwb2939 (November 2, 2009)
Canada in 2010… 2010 winners and losers… Unhappy Halloween … Irwin Michael sees positive signs for 2010… Irwin Michael updates Canam Group, Danier Leather, Polaris Minerals… Last gasp for trusts… Your Questions: Progress debentures, tax on trust payments… Members’ Corner: Lynas Corp.
iwb2938 (October 26, 2009)
The Carney-Forbes duet… Glenn Rogers goes yield shopping… Glenn Rogers updates Gannett, New York Times, General Electric, Broadcom, Perrigo, Amazon.com… Picks from the pros… Jacks saves tax… Your Questions: Are Manitoba GICs guaranteed?… Members’ Corner: World Money Show
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.