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
iwb21117 (May 2, 2011)
Keep more of your money… Another Berkshire Hathaway?… Gordon Pape’s updates: Cenovus Energy, Berkshire Hathaway, Lundin Mining… Your Questions: Political promises, out of work, U.S. dollar holdings… Members’ Corner: Tax software
iwb21116 (April 25, 2011)
How high the moon?… Ryan Irvine warns of trouble ahead… Ryan Irvine updates Enghouse Systems, Boyd Group… The shrinking dividend tax credit… IWB Defensive Portfolio reviewed… Members’ Corner: National RRSP
iwb21115 (April 18, 2011)
The stubborn loonie… Glenn Rogers visits the casinos… New pick: Las Vegas Sands … Glenn Rogers updates four shipping companies, New Flyer Industries, Molycorp… Gordon Pape’s updates: Dynamic Value Balanced Fund, DuPont, Shaw Communications… Your Questions: Stop-loss woes, GIC transfer… Members’ Corner: National RRSP
iwb21114 (April 11, 2011)
Drill, baby, drill!… New pick: Trinidad Drilling… Canadian banks firing on all cylinders… Tom Slee recommends National Bank… Tom Slee updates TD Bank, Scotiabank, PepsiCo, Philip Morris International… Gordon Pape’s updates: Ensign Energy Services, Canadian Utilities, Fortis, Cenovus Energy… Your Questions: Charitable donations, RRSP strategy… Members’ Corner: Winning the election
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.