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
iwb22420 (June 3, 2024)
Celestica continues to shine… The Week… Still time to make money in small caps… Ryan Irvine updates Dynacor, Firan Technology, Enghouse Systems… Gordon Pape updates Thermo Fisher Scientific, UnitedHealth Group… Your Questions: Resource ETFs
iwb22419 (May 26, 2024)
The unknown index… The Week… The value trap… Richard Croft picks JMON… Richard Croft updates Oddity Tech… Gordon Pape updates Telus, Walmart, Target, The Home Depot… Financial Factoids: Adrianna Huffington
iwb22418 (May 13, 2024)
Ma Bell no longer… The Week… Money laundering scandal hits TD hard… Berkshire Hathaway’s annual meeting… Shawn Allen updates Stantec, Enbridge… Gordon Pape updates TFI International, ExxonMobil, Rogers Communications… Glenn Rogers updates Ford, GE HealthCare Technologies, Bank of America
iwb22417 (May 5, 2024)
The Magnificent Six… The Week… Aid package boosts US defense industry… Glenn Rogers updates Cheniere Energy, Crown Castle International… The advantage of economic moats… Adam Mayers updates Microsoft, Nvidia
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.