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
iwb21542 (November 29, 2015)
Another mega merger… RioCan faces tough slog… Glenn Rogers picks Under Armour… Glenn Rogers updates Facebook, Palo Alto Networks… Gordon Pape’s updates: BCE, Telus, Saputo… 2016 price change
iwb21541 (November 22, 2015)
CP goes after Norfolk Southern… But will you tell me when to sell?… Shawn Allen updates Melcor Developments, Stantec, AutoCanada Hydro One fits conservative portfolios… Gordon Pape’s updates: Suncor Energy, Enbridge Inc. … Members’ Corner: Climate change
iwb21540 (November 7, 2015)
Mini Portfolio has good run… Ryan Irvine picks Firan Technology… Ryan Irvine’s updates: Grenville Strategic Royalty, Hammond Power Solutions, The Caldwell Partners International… Gordon Pape’s updates: TransCanada Corp., WSP Global… Your Questions: GE share swap… Members’ Corner: Water, water…, AltaGas
iwb21539 (November 1, 2015)
Water, water – but not everywhere… Healthcare collapse a buying opportunity?… Infrastructure focus should help utilities/pipelines… Gavin Graham updates AltaGas, Capstone Infrastructure… Gordon Pape’s updates: TransForce, Shaw Communications… Your Questions: TFSA rollovers, CDIC coverage
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.