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
iwb21229 (August 20, 2012)
TSX moves into black… A look at CGI… Glenn Rogers reviews his ETF picks… Gordon Pape’s updates: Cameco, RBC Precious Metals Fund, iShares Gold Bullion Fund, BMG BullionFund, BMO Nasdaq ETF, AT&T… Your Questions: U.S. dividends in TFSA, segregated funds… Housekeeping
iwb21228 (August 13, 2012)
1930s redux?… A stock picker’s market… Tom Slee’s Growth Portfolio… Tom Slee updates Rogers Communications… Gordon Pape’s updates: Tim Hortons, BCE Inc., Silver Wheaton, Brookfield Asset Management… Your Questions: TFSA overcontributions… Housekeeping
iwb21227 (July 30, 2012)
Rethinking oil stocks… Why some gold stocks glitter… The growing debt load… Updates: Canam Group, Student Transportation, Suncor Energy, Cenovus Energy… Your Questions: TFSA rules… Members’ Corner: ZUN recourse… Credit card surprise… Recommended List deletions
iwb21226 (July 23, 2012)
Get used to it… Are the summer doldrums an opportunity?… Ryan Irvine picks Mart Resources… RRSP Portfolio update… Gordon Pape’s updates: Coach Inc., Limited Brands, Blue Ribbon Income Fund… Your Questions: Market jitters, withholding tax, ArcelorMittel
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.