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
iwb20133 (September 20, 2010)
The new gold rush… Silver Wheaton is a buy… Potash bid has wider implications… Glenn Rogers likes beaten-up banks… Glenn Rogers updates Powershares Financial Preferred Portfolio, Agrium, New Flyer… More updates: Philip Morris International, SNC-Lavalin, Bombardier common and preferred shares… Your Questions: Profit-taking, “safe” stocks… Members’ Corner: Extraordinary times
iwb20132 (September 13, 2010)
A head-shaking decision… The insurance industry: what lies ahead?… Tom Slee updates Alimentation Couche-Tard… Irwin Michael looks beyond the market turmoil… Irwin Michael updates Fortress Paper, Canam Group, Equitable Group, Genworth MI Canada, Polaris Minerals… Good week for banks, bad week for oil… Gordon Pape’s updates: Agnico-Eagle, BCE… Correction: UYG… TFSA seminar: last chance
iwb20131 (August 30, 2010)
Extraordinary times… Lost money? Here’s why… Ryan Irvine finds a little-known income trust… Ryan Irvine updates Asia Bio-Chem Group… Good week/bad week: National Bank and Potash Corp. … Updates: ProShares Ultra Financials ETF, Research in Motion… Members’ Corner: Bonds and bond funds… Free TFSA seminar
iwb20130 (August 23, 2010)
Bonds rock!… Glenn Rogers like Teck… Glenn Rogers updates Textainer, ONEK, Covidien… Potash Corp.: A high-stakes poker game… Gordon Pape’s updates: RioCan, Penn West, PetroBakken Energy… Your Questions: Tax on U.S. money, Telus non-voting shares… Members’ Corner: The future of copper
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.