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
iwb21310 (March 11, 2013)
Dow sets new high… Good news for the economy is bad news for gold… Gavin Graham’s gold updates: Franco-Nevada, Goldcorp, Agnico-Eagle, Anglo Pacific, Energold Drilling… The loonie dives… Gordon Pape’s updates: Gibson Energy, Constellation Software, Trinidad Drilling
iwb21309 (March 4, 2013)
On Target… Revenues place a floor under the market… New Flyer added to Recommended List… Buy Alimentation Couche-Tard… Update on Bombardier… More updates: Exco Technologies, MacDonald, Dettwiler, Brookfield Asset Management… B.C. first into PRPPs… Your Questions: TFSA overcontribution… Members’ Corner: More on MJNA… Correction
iwb21308 (February 25, 2013)
Retirement solution?.. Don’t rush to make RRSP investments… Ryan Irvine picks Caldwell Partners… Three RRSP funds… Gordon Pape’s fund updates… Mutual funds clean-up… Members’ Corner: More on portfolio software, Mead Johnson or…? Upcoming events
iwb21307 (February 18, 2013)
The race to debase… The tank car boom… Glenn Rogers updates TripAdvisor, Whirlpool, Kirby Corp., Flowserve Corp… RRSP Portfolio update… More updates: BMG BullionFund, RioCan REIT, Suncor Energy, CenturyLink, Canam Group… Your Questions: How much in precious metals, investing U.S. dollars
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.