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
iwb21201 (January 9, 2012)
Instability rules!…The 2011 scorecard…Tom Slee’s view of the year ahead…Tom Slee’s four top picks for 2012…Tom Slee updates Gildan Activewear…Gold is the common denominator…Gordon Pape’s updates: Telus, Suncor…Your Questions: TFSA contributions…New book now available
iwb21144 (December 12, 2011)
Counting blessings… Grappling with the Great Contraction… Tom Slee recommends two preferred shares… Tom Slee updates Bombardier, Canadian Tire, Quadra FNX Mining… Glenn Rogers likes Disney… Glenn Rogers updates American Science and Engineering, Johnson Controls, Las Vegas Sands, Broadcom… The Super Stocks: Tim Hortons… Beat the price increase
iwb21143 (December 5, 2011)
Bipolar markets… Today and tomorrow… Ryan Irvine likes McCoy… Gordon Pape updates Tim Hortons, Silver Wheaton… Your Questions: Canadian Utilities… Members’ Corner: Freedom 55, segregated funds, U.S. withholding tax
iwb21142 (November 28, 2011)
It gets worse!… Price targets a guide – not a guarantee… Tom Slee updates CN Rail, Norfolk Southern, Canadian Pacific, Bombardier and Enbridge preferreds… The pension crisis… Irwin Michal updates Equitable Group… Your Questions: RRSP savings, bond or income fund, CPP benefits… Members’ Corner: Eurozone woes, software bargain, Freedom 55
Recent Updates
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.
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.