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
iwb21330 (August 19, 2013)
A very public brawl… Gordon Pape’s telecom updates… Shawn Allen likes Stantec… Gavin Graham: No place like Home… Members’ Corner: Problems with transfer, global warming, mortgages… Housekeeping
iwb21329 (August 12, 2013)
Trouble, trouble… Disasters hit Intact Financial… Tom Slee’s Growth Portfolio gains almost 30%… Tom Slee’s updates: Estee Lauder, JP Morgan Chase… Retirement crisis deepens… Your Questions: Mosaic Capital, floating rate ETFs, TFSAs
iwb21328 (July 29, 2013)
Energy bounces back… Gordon Pape’s energy updates… A myth debunked… Ryan Irvine picks Parex Resources… Ryan Irvine updates Exco Technologies… Your Questions: Where to invest, rental property… Members’ Corner: Andrew Peller
iwb21327 (July 22, 2013)
Misleading impressions… Glenn Rogers goes back to the Internet… Glenn Rogers’s ETF updates… A wine lover’s stock… Gordon Pape’s updates: ArcelorMittal, Southern Company… Your Questions: Buy and Hold Portfolio, considering an annuity
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.