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
iwb21221 (June 18, 2012)
Is buy and hold dead?… A Buy and Hold Portfolio… A new use for natural gas… Glenn Rogers updates European stocks… Gordon Pape’s updates: Canadian Utilities, Brookfield Asset Management, Saputo… Useful websites: Canada Stock Channel… Members’ Corner: Your views on Europe… Your Questions: High-interest accounts, TFSA withdrawals
iwb21220 (June 11, 2012)
Disaster in waiting… Bonds won’t go away… Your Questions: Exempt securities, passing on money… The case for analysts… Tom Slee picks TransForce… Tom Slee updates Peabody Energy, Power Financial preferreds… Gordon Pape’s ETF updates
iwb21219 (May 21, 2012)
Go to cash?… Portfolios updated… eBay is an eBuy… Glenn Rogers updates Teva Pharmaceutical, Terex, Kirby Corp., Freeport McMoRan… More updates: Equitable Group, Stella-Jones, Fortress Paper… Your Questions: U.S. withholding tax, TFSAs at death
iwb21218 (May 14, 2012)
Searching for safety… Blame Mother Nature for low gas prices… Tom Slee updates Talisman Energy, Philip Morris International, Stantec… Gavin Graham updates Goldcorp, Aberdeen… Gordon Pape’s updates: Tim Hortons, Telus… Your Questions: Draw down RRSPs?
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.