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
iwb21101 (January 10, 2011)
Predictions past… Predictions future… The most important statistic of 2010… Irwin Michael sees more of the same… Irwin Michael updates Daylight Energy, Fortress Paper, Morguard… Gordon Pape’s updates: Crescent Point, Franco-Nevada… Quick Takes: Western Financial… Your Questions: Trust conversions…
iwb20144 (December 13, 2010)
Washington and your wallet… Glenn Rogers shops for appliances… Glenn Rogers updates SanDisk, Telefonica, Santander Group… Ryan Irvine updates three picks… The Bank of Canada plays Grinch… Gordon Pape’s updates: TransCanada, Encana, BCE… Your Questions: New recommendations… Members’ Corner: Fee-based accounts, happy member… Notice to members… Happy holidays!
iwb20143 (December 6, 2010)
Fees: What’s “fair”?… New accounting rules: REITs win, insurers lose… Tom Slee updates Finning, Toromont, Manulife, SNC-Lavalin… Irwin Michael: Market rise good sign for 2011… Irwin Michael updates Flint Energy… Gordon Pape’s updates: PetroBakken, Tim Hortons… Quick Takes: Enbridge, Cameco, Gildan Activewear… Your Questions: Stop losses, foreign stocks in TFSAs… Members’ Corner: Editorial content – the last word
iwb20142 (November 29, 2010)
A new trust twist… How China cornered the rare earths market… Glenn Rogers updates ProShares Materials ETF, iShares Xinhua China 25 Index Fund, iShares MSCI Hong Kong Index Fund, ING Clarion Global Real Estate Fund, Cisco Systems… Gavin Graham: Time to sell Cresud… Your Questions: Silver Wheaton, windfall RRSP profit, U.S. withholding tax, smaller institutions
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.