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, Rudy Luukko, & David Kitai.
Recent Issues
iwb22040 (November 9, 2020)
A Biden Presidency… Alberta’s problems go beyond the election… Shawn Allen updates Aecon, CN Rail… Gordon Pape updates Gilead Sciences, Pfizer, UnitedHealth Group… Your Questions: Investing dilemma
iwb22039 (November 2, 2020)
October strikes again… Better times ahead for pot stocks… Adam Mayers’s pot picks… Adam Mayers’s fast-food updates… Gordon Pape updates TFI International… Richard Croft updates two ETFs… Gavin Graham updates Sagen MI… Members’ Corner: Raising taxes; New design… Ryan Irvine’s fall webinars
iwb22038 (October 26, 2020)
Fear mongering… Richard Croft’s recommendations… Richard Croft updates: Pinterest… Big gain for Global Portfolio… Members’ Corner: New design
iwb22037 (October 19, 2020)
What now for Keystone?… Election outcomes… Gavin Graham updates Empire Co., Canadian Natural Resources… Gordon Pape updates TC Energy, Canadian Utilities… Your Questions: Discount brokers, RRIF allocation… Members’ Corner: New design, Political bias
Recent Updates
Microsoft (NDQ: MSFT)
Microsoft is a leading technology conglomerate whose business is defined by three main segments: Intelligent Cloud, Productivity and Business Processes, and More Personal Computing.
The company has successfully transitioned its core identity from a PC software provider to a powerhouse in cloud computing, driven by its Azure platform and the integration of AI across its product suite, especially Copilot and the new Agent 365 framework. This shift has established Microsoft as a central player in the enterprise market, with a highly sticky and recurring revenue model that delivers strong operating margins. The firm is currently investing heavily in AI infrastructure to meet burgeoning demand, particularly through its deepened partnership with OpenAI and its “Foundry” AI platform
Dynacor Gold Mines (TSX: DNG, OTC: DNGDF)
Dynacor is a dividend-paying, cash-rich, profitable industrial gold ore processor headquartered in Montreal. The company currently operates primarily in Peru, where it purchases its ore from government-registered producers in various regions of the country and then processes it at its wholly-owned milling facility to produce gold and silver (primarily gold), which is sold internationally at market prices.
Celestica (TSX, NYSE: CLS)
Celestica has two operating segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The ATS segment consists of its Aerospace and Defense, Industrial, HealthTech, and Capital Equipment businesses. The CCS segment consists of the company’s Communications and Enterprise (servers and storage) end markets.
Firan Technology
Firan Technology is a Canada-based global supplier of high-reliability electronic products and subsystems tailored for the aerospace and defense sectors. It operates primarily through two divisions: FTG Circuits and FTG Aerospace. The company offers end-to-end design, prototyping, and manufacturing capabilities across operations in Canada, the United States, and Asia.
FTG Circuits manufactures custom high-density circuit boards for critical military, commercial aviation, and space applications. Complementing this, FTG Aerospace designs and builds illuminated cockpit control panels, integrated switch assemblies, keyboards, cursor control devices, and line-replaceable units (LRUs) for aircraft OEMs.
Linamar Corp. (TSX: LNR, OTC: LIMAF)
Linamar is a large Canadian-headquartered global auto parts manufacturer with 34,000 employees and 75 plants in 19 countries. In addition to vehicle components, which account for about 73% of its revenues, its other products include scissor lifts, telehandlers, booms, and very large agricultural equipment operation. Annual revenues are over $11 billion. Revenues are 50% from Canada, 23% from Europe, 20% from the US and Mexico combined, and 7% from Asia/Pacific.