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
iwb21410 (March 10, 2014)
Why I bought Google… Conservative portfolio update… With current valuations, selectivity is the key… Ryan Irvine updates McCoy Corp., Monument Mining, Glentel, Parex Resouces… Gordon Pape’s updates: Gibson Energy, Trinidad Drilling, Shaw Communications… Your Questions: Capital losses… Members’ Corner: Tax software
iwb21409 (March 3, 2014)
February – not so blah! Banks set for another good year… Growth Portfolio soars… Tom Slee updates TD Bank, Scotiabank, National Bank, Kinder Morgan, Caterpillar… More updates: Target Corp., iShares MSCI Frontier 100 ETF, Coastal Contacts… Your Questions: Precise costs please… Members’ Corner: Tax software
iwb21408 (February 24, 2014)
A U.S. dollar mini-portfolio… Glenn Rogers: The travelling man… Glenn Rogers updates Las Vegas Sands, Starbucks… More updates: WSP Global, Michael Kors, Brookfield Asset Management, TransCanada Corp., Andrew Peller… Your Questions: GIC investing, investing in TFSAs… Members’ Corner: RBC money funds
iwb21407 (February 17, 2014)
Mini-portfolio outdoes GICs… Gavin Graham: Emerging markets in Perspective… Gavin Graham updates Anglo Pacific, Franco-Nevada… Shawn Allen likes American Express… Gordon Pape’s updates: Telus, Cenovus Energy… Your Questions: RRSP withdrawals, tax return
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.