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
iwb21137 (October 17, 2011)
Happy days aren’t here again… The Chinese are coming!… Keystone decision close… Gordon Pape’s updates: Agnico-Eagle, Cameco, Trinidad Drilling, Brookfield Asset Management… Members’ Corner: Disagrees with gold comments… New book
iwb21136 (October 3, 2011)
Taking the long view… Ryan Irvine picks a junior gold stock… The Super Stocks: Fortis Inc…. Gavin Graham updates Franco-Nevada, Dollarama… Gordon Pape’s updates: PHN Dividend Income Fund, PHN Total Return Bond Fund, RBC Global Precious Metals Fund… Your Questions: Saputo allegations; low risk, high return
iwb21135 (September 26, 2011)
Three is too many… Let’s Twist again, like we did last century… Gavin Graham updates Franco-Nevada… Saputo is worth watching… The gold sell-off… More updates: Genworth MI Canada, Danier Leather, Chou Associates Fund, Dynamic American Value Fund, Dynamic Value Balanced Fund, Fidelity Canadian Balanced Fund, Harbour Fund, Mackenzie Saxon Balanced Fund, Mackenzie Sentinel Income Fund, Mawer World Investment Fund… Your Questions: Manitoba credit unions
iwb21134 (September 19, 2011)
Too little, too late?… New portfolio launched… Glenn Rogers picks two iconic U.S. brands… Glenn Rogers updates Bank of America common and preferreds, Citigroup, Santander Group… The Super Stocks: TD Bank… Gordon Pape’s updates: CIBC, Dynamic Power American Growth Fund, Front Street Growth Fund… Your Questions: Pension plan decision… Members’ Corner: RESP tip
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.