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
iwb21434 (September 22, 2014)
What’s wrong with this picture?… Glenn Rogers takes a bite of Apple… Glenn Rogers updates Wyndham Worldwide, Nuance Communications, Hertz Global Holdings… ETF boom continues… Gordon Pape’s updates: CIBC, Suncor Energy, TransCanada Corp… Members’ Corner: Keep Q&A… Housekeeping
iwb21433 (September 15, 2014)
Change on the way… Don’t let your portfolio drift… Tom Slee picks Long Run Exploration… Tom Slee updates Estee Lauder, New Flyer Industries… Shawn Allen recommends Canadian Western Bank… Shawn Allen updates Toll Brothers, Costco, Melcor Developments… Members’ Corner: No Q&A please
iwb21432 (September 8, 2014)
Danger zone… Disunited Kingdom?… Gavin Graham’s updates: Anglo-Pacific Group, Capstone Infrastructure, Linamar… Gordon Pape’s updates: CAPREIT, Southern Company, Wal-Mart, MetLife… Your Questions: TFSA rules, RESP question, disability tax rules, insurance for the future, finding an adviser
iwb21431 (August 25, 2014)
RRSPs in August… What does it take to be a good investor?… Ryan Irvine updates Athabasca Minerals, Parex Resources, Glentel… Gordon Pape’s updates: Saputo Inc., RioCan REIT
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.