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
iwb21242 (December 3, 2012)
The power of words… Agnico-Eagle flying again… TFSA contributions increase… New TFSA edition… Gordon Pape’s updates: CGI Group, Saputo, Southern Company, RioCan REIT… Your Questions: Money-losing stocks, transferring money from an IRA… Price increase Jan. 1… Housekeeping
iwb21241 (November 26, 2012)
The world in 2013… Profits amid the rubble… Glenn Rogers updates McDonald’s, Bank of America, CVS Caremark… What price safety?… More updates: Leucadia National, Dollarama, BCE Inc., Gibson Energy
iwb21240 (November 12, 2012)
What to watch … TFSA Portfolio update… Fourth-quarter earnings could disappoint… Tom Slee updates CN Rail, Norfolk Southern, Stella Jones, Tourmaline Oil… Gordon Pape’s updates: MacDonald, Dettwiler, Constellation Software, Danier Leather… Your Questions: Transferring RRSP… New TFSA book
iwb21239 (November 5, 2012)
The politics of takeovers… Ryan Irvine takes some profits… October not so scary… Gordon Pape’s updates: MacDonald, Dettwiler, TransCanada… Your Questions: RESP investing… Members’ Corner: Bullion ETF, U.S. real estate
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.