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
iwb22032 (September 8, 2020)
September blues… The bear market is over – for some… Bank stocks struggle… Gavin Graham’s updates: Intact Financial, Manulife Financial, Lowes Inc., Jefferies Financial
iwb22031 (August 31, 2020)
Big gain for Growth Portfolio… Physical retailing is not dead… Shawn Allen recommends RioCan REIT… Shawn Allen updates Costco, Stantec… Gordon Pape updates Walmart, Target… Glenn Rogers updates eBay, Starbucks… Your Questions: U.S. dividends… Next issue Sept. 8
iwb22030 (August 17, 2020)
Setback for RRSP Portfolio… The undiscovered country… Buying value stocks… Glenn Rogers likes Roku… Glenn Rogers updates Shopify, Chegg
iwb22029 (August 10, 2020)
Gold’s record run not over… Stock picks for gardeners… Big gain for Canadian Solar… Gordon Pape’s updates: Equitable Group, CGI Group, TFI International, iShares Convertible Bond Index ETF, iShares Canadian Core Bond Index ETF… A bond funds warning… Your Questions: Mawer fund; Looking at ETFs
Recent Updates
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.
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
Xylem Inc. (NYSE: XYL)
Xylem enables customers to transport, treat, test, and efficiently use water in public utility, residential, and commercial building services, and in industrial and agricultural settings. It makes pumps and control systems used in management of wastewater and the collection and distribution of drinking water. It also offers smart metering, network technologies, and advanced data analytics for water, gas, and electric utilities. Xylem does business in more than 150 countries.