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
iwb21534 (September 19, 2015)
The Fed stands pat… Conservative Portfolio loses ground… Forecasting share earnings vs. share prices… Shawn Allen updates Canadian Western Bank, Canadian Tire… TFSA follow-up… Members’ Corner: TFSA contribution limit
iwb21533 (September 13, 2015)
TFSAs under fire… The Bank stands pat… Banking on growth… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Ryan Irvine updates Espial Group… Gordon Pape’s updates: UnitedHealth Group, Simon Property Group, Wal-Mart Stores, Stryker Corp.
iwb21532 (August 30, 2015)
A time of uncertainty… The real money is earned in down markets… Ryan Irvine updates Boyd Group, High Arctic Energy… Mini portfolios updated… Gordon Pape updates TransCanada Corp.
iwb21531 (August 23, 2015)
A brutal week… We have to eat… New health guidelines boost stock… Glenn Rogers updates iShares Brazil, Hertz Global Holdings, Boeing… Growth Portfolio still strong… Gordon Pape updates Enbridge, CGI Group… Members’ Corner: Impact of NDP government, Upcoming seminar
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.