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
iwb21606 (February 7, 2016)
The Alphabet see-saw… Understanding adjusted earnings… Shawn Allen?s updates: American Express, CN Rail… Gordon Pape?s updates: iShares Core S&P U.S. Total Market ETF, iShares Japan Fundamental Index ETF, iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares Core S&P 500 Index ETF, iShares Core S&P/TSX Capped Composite Index ETF, Mawer Tax Effective Balanced Fund
iwb21605 (January 30, 2016)
Japan goes negative… Parsing the Fed… Be greedy when others are fearful… Ryan Irvine updates High Arctic Energy, Espial Group, Firon Technologies… Gordon Pape’s fund updates: Templeton Growth Fund, TD Advantage Balanced Income Portfolio, Steadyhand Founders Fund, Steadyhand Income Fund, PH&N Total Return Bond Fund, Mawer U.S. Equity Fund
iwb21604 (January 25, 2016)
Profits from a weak loonie… Glenn Rogers picks Verizon… Glenn Rogers updates three ETFs… Gordon Pape updates Wells Fargo, Shaw Communications, iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF… Your Questions: Corporate class funds
iwb21603 (January 17, 2016)
We’ve been here before… Ditherer’s regret… TSX a top performer?… Safe havens in volatile markets… Gavin Graham likes Empire Company… Gavin Graham updates Home Capital… Gordon Pape updates Fortis Inc. .. Your Questions: Google shares, RRSP growing pains, Liberal promises
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.