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
iwb21622 (June 5, 2016)
TSX continues to lead world markets… TSX leaders: Franco-Nevada… The misunderstood Peter Lynch… Ryan Irvine updates Espiel Group, Enghouse Systems, Grenville Strategic Royalty, and Exco Systems. … Gordon Pape?s updates: BCE, Fortis
iwb21621 (May 28, 2016)
Where now for oil?… Mini Portfolio going strong… Valeant gives growth by acquisition a black eye… Shawn Allen updates Alimentation Couche-Tard, Canadian Tire, Toll Brothers… Gordon Pape updates Badger Daylighting, Polaris Minerals… Your Questions: Stock dividends, TFSA contributions… Members’ Corner: The nuclear option
iwb21620 (May 23, 2016)
Investors ignore climate change plan… The real cost of Fort McMurray… Michael Corcoran updates ExxonMobil, LyondellBasell Industries… Gordon Pape’s updates: Telus Corp., Brookfield Asset Management, Constellation Software, JPMorgan Chase… Your Questions: Nuclear option, wills
iwb21619 (May 16, 2016)
Dual shares under fire… New tax bracket hits estates… Emerging markets recovery?… Gavin Graham’s updates: Mead Johnson Nutrition, Linamar Corp., A&W… Shawn Allen updates Costco Wholesale… Gordon Pape’s updates: TransCanada Corp…. Your Questions: Model portfolios
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.