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
iwb21213 (April 2, 2012)
OAS windfall… What you’re saying… CP about to derail… Railways: Warm weather opens a window to buy… Tom Slee updates Bombardier… Gordon Pape’s updates: Diversified Preferred Share Trust, Trinidad Drilling… Claymore name disappears… Your Questions: NEX securities… Members’ Corner: TFSA portfolio, portfolio software… Updates online
iwb21212 (March 26, 2012)
TFSA Investing… A TFSA portfolio… Glentel and Enghouse: Profits and patience… The China factor… Gordon Pape updates Silver Wheaton… Your Questions: Investing in ETFs… Members’ Corner: The dangers of growth, portfolio software
iwb21211 (March 19, 2012)
Dividend winners… U.S. housing market starting to turn… Glenn Rogers updates Perrigo, Whirlpool, Fluor, Greenhill, and Lazard… More updates: Flint Energy Services, Fortress Paper, Canadian Pacific… Your Questions: TFSA securities, U.S. Treasury bills… Members’ Corner: Portfolio software, investor knowledge… Housekeeping
iwb21210 (March 12, 2012)
It’s a small world… Drilling for gold… Gavin Graham updates Anglo Pacific Group… Investors lack basic knowledge… Gordon Pape’s updates: Suncor, BCE… Your Questions: IWB portfolios, portfolio software… Members’ Corner: Annuity frustration… Housekeeping
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.