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
iwb21306 (February 11, 2013)
ETFs roll on… Feeding the baby boom… Gavin Graham updates WestJet… TFSA chat… Gordon Pape’s updates: Silver Wheaton, BCE, Telus… This week’s events
iwb21305 (February 4, 2013)
How bad can it be?… U.S. stocks are the place to be in 2013… Tom Slee picks JPMorgan Chase… Growth Portfolio reviewed… Gordon Pape’s updates: CGI Group, Metro Inc…. Your Questions: Concerned about performance, afraid to take action, wife contributed to TFSA … Members’ Corner: Investing software… This week’s seminar… RRSP questions?… Housekeeping
iwb21304 (January 28, 2013)
Core U.S. stocks… Wells Fargo is a buy… Hammond Power: More than meets the eye?… Ryan Irvine updates Enghouse Systems, Boyd Group… Gordon Pape’s updates: Limited Brands, Coach Inc., W.W. Grainger… Members’ Corner: Investing software… Upcoming Events
iwb21303 (January 21, 2013)
Finding the core… Boeing’s Dreamliner woes an opportunity… Glenn Rogers updates eBay, Cisco Systems, Johnson Controls… Gordon Pape’s ETF updates” iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund, iShares Russell 2000 Index Fund (CAD -Hedged), iShares S&P 500 Index Fund… Your Questions: Sell bond ETFS, high-yield bond funds… Housekeeping
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.