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
iwb2925 (July 6, 2009)
First-half scorecard… Irwin Michael: It comes down to stock-picking… Irwin Michael updates American National Insurance, Playmates Holdings, Playmates Toys, Polaris Minerals… Beware the HST hit… Gordon Pape’s updates: Lundin Mining, Angiotech Pharmaceuticals, Mackenzie Sentinel Income Fund B… Your Questions: After-hours trading, Horizon BetaPro ETFs
iwb2924 (June 29, 2009)
What now?… Tom Slee: Are stocks cheap or dear?… Tom Slee updates Bombardier, Stantec, Kansas City Southern, CN Rail… Gordon Pape’s updates: Shaw Communications, Telus Corp…. Your questions: Choosing Dynamic units, U.S. dividends, return of capital, delisted stock, bond ETFs… Members’ Corner: More on MLPs and royalty trusts
iwb2923 (June 22, 2009)
TFSA confusion… New pick: Dynamic Value Balanced Fund… Glenn Rogers: Time to go generic… Buy Perrigo, Dr. Reddy’s Laboratories… Glenn Rogers’ updates: Terex, CEMEX, Veolia… Gordon Pape’s ETF updates: 6 iShares funds… Gordon Pape’s mutual fund updates: Sprott Canadian Equity Fund, Altamira Cash Performer, Dynamic American Value… Your Questions: Investing for newlyweds, LLC rules… Members’ Corner: Master limited partnerships
iwb2922 (June 15, 2009)
Time compression… Tom Slee: A long-term investment strategy… Buy Shoppers Drug Mart… Tom Slee’s updates: Canadian Tire, Philip Morris International… Tax alert: U.S. MLPs… Gordon Pape’s updates: Suncor, Viterra, Claymore Oil Sands ETF, Bronco Energy, TransCanada Corp…. Your Questions: XBB, Petro-Canada… Members’ Corner: Covered call writing
Recent Updates
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.
Hold
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.