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
iwb21334 (September 16, 2013)
Five years later… Cyclicals should benefit from GDP growth… A gold producer that stands out from the crowd… Gordon Pape’s updates: CIBC, Metro Inc… Your Questions: Pension puzzle… World Money Show
iwb21333 (September 9, 2013)
Growth funds save RRSP portfolio… Banks running into headwinds… Tom Slee’s updates: Scotiabank, National Bank, TD Bank, JPMorgan Chase, Rogers Communications, Alimentation Couche-Tard… Gordon Pape’s updates: Saputo, Gibson Energy… Gordon Pape’s updates: Saputo, Gibson Energy… Your Questions: What to do with $100,000… Housekeeping
iwb21332 (September 3, 2013)
What could go wrong?… Gold rebounds… Gordon Pape’s gold updates… Ryan Irvine looks at three small caps… Your Questions: Vanguard ETFs… Members’ Corner: TD Waterhouse… Housekeeping
iwb21331 (August 26, 2013)
Get over market fear… Turning fat into profits… Glenn Rogers’s updates: Barrick Gold, Diageo, Telefonica… Gordon Pape’s updates: Target Corp., TransCanada Corp., CGI Group, Constellation Software… Members’ Corner: Problems with transfer
Recent Updates
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.
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.