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
iwb22024 (June 22, 2020)
We all need food… Crisis investing… Richard Croft’s recommendations: Pinterest, Facebook… Richard Croft’s updates: Amazon.com, Visa… Glenn Rogers likes JNJ… Glenn Rogers’s updates: ViacomCBS, Palo Alto Networks, Bank of America, Bristol-Myers-Squibb, Nike… Gordon Pape’s updates: BMO Low Volatility Canadian Equity ETF, BMO Low Volatility International Equity Hedged to CAD ETF
iwb22023 (June 14, 2020)
What advice now?… The walls of worry… Gold: the old reliable… Gavin Graham’s updates: Franco-Nevada, Agnico Eagle, Pan American Silver, First Mining Gold… Gordon Pape’s updates: Norfolk Southern, Stryker Corp.
iwb22022 (June 8, 2020)
When demand exceeds supply… Three winning small-caps: Sylolgist, XPEL, Viemed Healthcare… Gordon Pape’s ETF updates: BMO India Equity Index ETF, iShares MSCI EAFE Index ETF, iShares Core S&P/TSX Capped Composite Index ETF, iShares Core S&P U.S. Total Market ETF, Horizons Marijuana Life Sciences Index ETF… Last call for crisis webinars
iwb22021 (June 1, 2020)
In This Issue: Tech boosts Global Portfolio Look at the big picture Shawn Allen picks Metro Inc. Shawn Allen updates Canadian Tire, Visa, Berkshire Hathaway Gordon Pape updates Fortis, Telus Your Questions: Who to believe? June webinars: Crisis Investi …
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.