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
iwb22544 (December 14, 2025)
The Year (Part 2)… The Week… A toast to 2025… Adam Mayers updates Well Health Technology, McDonald’s… Gavin Graham updates Novartis… Glenn Rogers updates Palo Alto Networks… Masters of Finance: Christine Lagarde…Your Questions: Constellation Software… Members’ Corner: Developing the North… Price increase: Last reminder
iwb22543 (December 8, 2025)
The Year (Part 1)… The Week… AI bubble?… Richard Croft updates Global X US Infrastructure Development ETF, iShares S&P/TSX Capped Financial Index ETF, Vanguard Russell 1000 Growth ETF, Vanguard Russell 1000 Value ETF… Gavin Graham updates National Grid… Beat the price increase
iwb22542 (December 1, 2025)
Buy and Hold pays off… The Week… Looking for next year’s winners… Gavin Graham’s top picks for 2026… Glenn Rogers updates Ford, GE HealthCare Technologies… Beat the price increase
iwb22541 (November 24, 2025)
Portfolio derisking… The Week… The grid builders behind the AI boom… Glenn Rogers updates Shopify, Palantir Technologies… Income tax and portfolio rebalancing… Shawn Allen updates Enbridge, TransAlta Inc., CN Rail… Reminder: Ryan Irvine’s webinars
Recent Updates
First Quantum Minerals (TSX: FM, OTC: FQVLF)
First Quantum is a leading global copper/gold and nickel producer. 2025 copper production is estimated at 390-410,000 tonnes, gold production at 140-150,000 oz., and nickel production at 18-23,000 tonnes.
The company has two major copper/gold mines in Zambia (Sentinel and Kansanshi) and the Enterprise nickel mine, also in Zambia. Its major asset was the giant Cobre Panama copper mine, which accounted for one-third of its output in 2023, before it was shut down by the then government of Panama after the country’s Supreme Court ruled its twenty-year concession was illegal.
Buy
GE HealthCare Technologies (NDQ: GEHC)
GE HealthCare Technologies offers a wide range of medical products and services, including medical imaging equipment, monitoring and diagnostic devices, and healthcare IT solutions. With a global presence, GE HealthCare operates in over 160 countries and employs over 50,000 people worldwide.
Hold
Canadian Natural Resources (TSX, NYSE: CNQ)
Canadian Natural Resources (CNQ) owns well-diversified production facilities in Western Canada, the UK North Sea, and offshore Africa.
Buy
Ford Motor Co. (NYSE: F)
Ford is one of the world’s biggest automakers. The stock is up about 30% year-to-date but still down from the original recommended price.
Hold
Canadian Apartment Properties REIT (TSX: CAR.UN, OTC: CDPYF)
Canadian Apartment Properties REIT (CAP REIT) is the largest Canadian residential property REIT, owning 45,028 units worth $14.5 billion as of Sept. 30. The portfolio is primarily located in Canada. CAP Reit has been recycling its portfolio, effectively exiting its European exposure in Germany, Belgium, and the Netherlands and upgrading its Canadian portfolio in newer buildings in mid-market cities.
The average monthly rental for its Canadian units increased 5.7% to $1,709 in September from a year earlier, with an occupancy rate of 97.8%, essentially flat compared to a year ago.