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
iwb20137 (October 25, 2010)
Two views of the future… The financial crisis: the winners… Where to stash your cash… Glenn Rogers picks Johnson Controls… Glenn Rogers updates Bank of America, Citigroup, General Electric… Gordon Pape’s updates: Lundin Mining… Your Questions: Comparing advisors, trust distributions
iwb20136 (October 18, 2010)
Why are we so happy?… Mining stocks on a tear… Irwin Michael: U.S. market strength surprises… Irwin Michael updates Cogeco Cable, Daylight Energy, Fortress Paper… More updates: Verizon Communications, Brookfield Asset Management… Your Questions: U.S. dividend ETF, bond funds… World Money Show
iwb20135 (October 4, 2010)
Buy stocks, not stories… Bank stocks will lead TSX higher in 2011… Tom Slee updates Bank of Montreal, TD Bank, Thomson Reuters, Enbridge… The “curse” of the oil sands… Good week/Bad week: TSX, commodities, BHP Billiton, Alimentation Couche-Tard… Your Questions: Claymore closed-end fund… Members’ Corner: Gold talk
iwb20134 (September 27, 2010)
Fed comments fuel gold… Gordon Pape updates DuPont, Berkshire Hathaway, KB Home, Titanium Metals… Ryan Irvine: Still a stock picker’s market… Ryan Irvine recommends Glentel Inc…. Your Questions: Leverage, Progress Energy debentures, taxation of Claymore fund… Members’ Corner: Disagrees on Silver Wheaton… Correction… World Money Show
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.