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
iwb2937 (October 19, 2009)
The full Montney… Making Progress… Tom Slee: Five lessons from the crash… Buy Bombardier now… Tom Slee updates Philip Morris International, PepsiCo… Gordon Pape’s updates: Chou Associates Fund, Dynamic American Value Fund… Your Questions: Investing mom’s money, Barclays sale, buying Japan, hedge funds… Final reminder: World Money Show
iwb2936 (October 5, 2009)
Up, down, or sideways?… Buy Bombardier… Irwin Michael sees Daylight… Irwin Michael updates Morguard… Citadel stand-off… Third-quarter scorecard… Gordon Pape’s updates… Beware of name imitators… World Money Show
iwb2935 (September 28, 2009)
Preferreds rise again… The tax advantage of dividends… Glenn Rogers: Time to play defense… Glenn Rogers updates ProShares Ultra Basic Materials ETF, Telefonica, Amazon.com, ONEOK… RIM is a Buy… Citadel correction… Members’ Corner: More software suggestions… Your Questions: Gold and buy/hold, floating rate preferreds
iwb2934 (September 21, 2009)
HST: The gloves are off!… Tom Slee: Consumer confidence returning. Buy Alimentation Couche-Tard… Tom Slee updates Shoppers Drug, Canadian Tire, Bank of Montreal, Toronto Dominion Bank… Gordon Pape’s updates: Viterra, EnCana… Your Questions: Bank preferreds… Members’ Corner: Investing in gold, Citadel vote, Jarislowsky clarification, software suggestions… Upcoming Events
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.