IWB

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

Recent Updates

Dollarama (TSX: DOL)

Dollarama has 1,444 stores in Canada. Its highly profitable business model includes directly sourcing its products at low cost, generally from Asia and China in particular. All stores are company-owned and operated and are in leased premises and are always kept clean and orderly. It also owns 50.1% of the 395 store Dollarcity chain with locations in Colombia, El Salvador, Guatemala, and Peru. Dollarcity is not yet a very significant contributor to earnings – but could be in future.


Hold

Updated July 15



Constellation Software (TSX: CSU)

Constellation is a large tech company by Canadian standards with a market cap of about $79 billion. It was founded in 1995 to assemble a portfolio of vertical market software companies that had the potential to be leaders in their particular area of expertise. The company has grown rapidly through a combination of acquisitions and organic growth and continues to apply the same formula.


Hold

Updated July 15



iShares US Aerospace and Defense ETF (BZX: ITA

This fund, which has over $3 billion in assets under management, was launched in 2006 and has an MER of 0.42%. It holds 33 stocks in the defense and aerospace sector.


Buy

Updated July 15



Descartes Systems Group (TSX: DSG, NDQ: DSGX)

Descartes specializes in business software designed to facilitate logistics, financial controls, inventory, customs clearance, and freight tracking. Customers include transportation firms, manufacturers, distributors, retailers, customs brokers, and government agencies.


Buy

Updated July 15



iShares Russell 2000 Index ETF (NYSE: IWM)

IWM is designed to track the investment results of the Russell 2000 Index. The underlying index measures the performance of the small-capitalization sector of the U.S. equity market.


Buy

Updated July 15