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
iwb21618 (May 8, 2016)
BCE deal raises questions… Will we ever learn?… Average manager can?t beat index ? Buffett … Shawn Allen updates Canadian Western Bank, Stantec… Gordon Pape updates UnitedHealth Group, Suncor… Your Questions: Investing strategies
iwb21617 (April 23, 2016)
Conservative Portfolio back on track… A look at U.S. small caps… Ryan Irvine picks TrueBlue Inc. … As others see us … Gordon Pape’s updates: New Flyer Industries, Norfolk Southern, Shaw Communications… Your Questions: Underperforming ETF… Equitable clarification
iwb21616 (April 18, 2016)
Happy days? Not yet!… Glenn Rogers goes food shopping… Glenn Rogers updates Allergan, American Water, Citigroup, Bank of America, Constellation Brands, Fiat Chrysler… Gordon Pape updates Hydro One… Members’ Corner: Tax software, NAICS frustration… Correction
iwb21615 (April 10, 2016)
Tax software getting better… NAICS frustration… How big a threat is “Brexit”?… Gavin Graham?s updates: Honda Motor Co., Copa Holdings, Novartis AG
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.