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
iwb21129 (August 15, 2011)
Gold at $10,000?… Coal’s resurgence… Tom Slee updates Thomson Reuters, Bombardier… A chat with Globe readers… Gordon Pape’s updates: TransCanada Corp…. Your Questions: A buy-and-hold strategy… Members’ Corner: U.S. must bite the bullet
iwb21128 (August 8, 2011)
Decision time!… Ryan Irvine: Fortunes are made in bad times… Ryan Irvine picks WiLAN… Update on Orvana Minerals… Super Stocks: CN Rail… Gordon Pape’s updates: BCE… Members’ Corner: Votes of confidence
iwb21127 (July 25, 2011)
Europe not a lost cause… Burgers are good for you… Gavin Graham updates Constellation Brands… The Super Stocks: Enbridge… New attack on high-yield securities… Gordon Pape’s updates: Daylight Energy, Titanium Metals, RioCan REIT… Members’ Corner: “Left-wing diatribe”, taxes solve nothing, defending Mayor Ford
iwb21126 (July 18, 2011)
Playing chicken… What if…?… Take profits on Toromont… Tom Slee updates National Bank, Finning International, Enbridge… Gordon Pape’s updates: Yellow Media, TransCanada, Crescent Point… Members’ Corner: Buy/sell advice, stock yields, CPP follow-up
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.