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
iwb21406 (February 10, 2014)
RRSP Portfolio beats target… Ryan Irvine takes a page from Buffett… Ryan Irvine updates Parex Resources, Mart Resources, Athabasca Minerals, Sangoma Technologies… Frontier markets holding up well… Gordon Pape’s updates: Suncor Energy, BCE… Your Questions: Preferreds in a pullback… Members’ Corner: RBC money funds
iwb21405 (February 3, 2014)
Better times ahead? Construction industry surprisingly bullish… Tom Slee picks Aecon Group… Understanding book value… Tom Slee’s updates: TransForce, ShawCor… Gordon Pape’s updates: Fortis, Wells Fargo, Walmart, AT&T… EFMI newsletter
iwb21404 (January 27, 2014)
The loonie’s freefall… Glenn Rogers kicks some tires… Glenn Rogers updates Yelp, Flowserve, Plum Creek Timber, Whirlpool, eBay… Buy and Hold Portfolio updated… Gordon Pape’s updates: Saputo Inc… Members’ Corner: Free course
iwb21403 (January 20, 2014)
The coming correction… All that glitters… Beam gets a bid… Updates: Gibson Energy, Enghouse Systems, CGI Group, TransCanada Corp… Your Questions: U.S. withholding tax, hedging silver ETFs… EFMI newsletter set to launch
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.