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
iwb21338 (October 21, 2013)
A momentous week… Glenn Rogers focuses on Obamacare… Glenn Rogers updates Coastal Contacts, Baidu, Westport Innovations… Gordon Pape’s updates: Southern Company, Coach Inc., Suncor Energy, Blue Ribbon Income Fund, iShares BRIC Fund, iShares Japan Fundamental Index Fund… Your Questions: Objects to tax rate… Member’s Corner: GIC alternative, World Money Show reminder
iwb21337 (October 15, 2013)
Out of step… Why unemployment is likely to stay high… Tom Slee updates Bombardier, ShawCor, Stella Jones, Chicago Bridge and Iron, TransForce, New Flyer Industries, Alimentation Couche-Tard… Gordon Pape’s updates: Brookfield Asset Management, Shaw Communications… Your Questions: Zunghui Haixi, worried about GIC, U.S. dividends paid to TFSAs, saving taxes
iwb21336 (October 7, 2013)
What could go right?… Defensive Portfolio update… Is the stock market expensive or cheap?… Ryan Irvine updates Enghouse Systems… Gordon Pape’s updates: Trinidad Drilling… Members’ Corner: U.S. withholding tax
iwb21335 (September 20, 2013)
Think growth… TFSA performance improves… From flop to high-flyer… Glenn Rogers updates Teck Resources, Freeport McMoRan, Yelp… Shawn Allen likes Melcor Developments… Your Questions: Life insurance or TFSA?, pension worries… Your Questions: Life insurance or TFSA?, pension worries… Members’ Corner: U.S. withholding tax
Recent Updates
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.
Hold
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.