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
iwb21121 (June 13, 2011)
The budget: Did anyone notice?… First-quarter earnings beat expectations… Tom Slee: Canadian Tire is a buy… Tom Slee updates Stantac, Rogers Communications, Tourmaline Oil, Crew Energy, Southern Copper… More updates: Cenovus Energy, Dollarama, Rocky Mountain Chocolate Factory, Trinidad Drilling… Your Questions: Estate planning, preferred share ETFs
iwb21120 (June 6, 2011)
A classic dilemma… Markets slump, what next?… Strategies for rocky markets… Ryan Irvine updates Glentel, Enghouse Systems, Orvana Minerals… Gordon Pape’s updates: Tim Hortons, Brookfield Asset Management… Your Questions: Wife’s TFSA contribution, spousal RRSP withdrawals
iwb21119 (May 16, 2011)
The energy conundrum … Glenn Rogers goes prospecting… Glenn Rogers updates Freeport-McMoRan, ONEOK, Perrigo… Gordon Pape’s Updates: Yellow Media, Cenovus Energy, Silver Wheaton, Cameco, Ensign Energy, BCE… Your Questions: MLPs, Fortis vs. Emera, dealing with dividends, where to hold REITs… Members’ Corner: More on tax software
iwb21118 (May 9, 2011)
The commodities sell-off… Is copper the “new gold”?… Tom Slee updates Quadra FNX Mining, Gildan Activewear, Phillip Morris International… The Tory majority… Gordon Pape’s updates: Crescent Point, Student Transportation… Members’ Corner: Tax software
Recent Updates
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.
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.