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
iwb21427 (July 28, 2014)
Pain relief and profits… Control your emotions and increase profits… Ryan Irvine updates Exco Technologies, WiLAN… Taxing times… More updates: CN Rail, Facebook
iwb21426 (July 21, 2014)
Buy and Hold Portfolio still strong… Glenn Rogers picks Cummins… Glenn Rogers’ updates: Westport Innovations, American Railcar Industries… Low rates to stay awhile… Gordon Pape’s updates: Wells Fargo, CGI Group, Student Transportation, TD Advantage Balanced Income Portfolio
iwb21425 (July 14, 2014)
What’s next for REITs?… A new REIT pick… Still some bargains on the TSX… Tom Slee likes Lundin Mining… Tom Slee updates Rogers Communications, AltaGas… Gordon Pape’s updates: Suncor Energy, Saputo, Telus, Andrew Peller
iwb21424 (July 7, 2014)
Goldilocks and the black swan… As good as gold?… Gavin Graham updates Agnico-Eagle, Goldcorp, Franco-Nevada… No bargains? Hold cash… Gordon Pape’s updates: Shaw Communications, Ensign Energy Services… Your Questions: How much stock market exposure?… Members’ Corner: When to sell
Recent Updates
Thermo Fisher Scientific Inc. (NYSE: TMO)
Based in Waltham, Massachusetts, this is a leading manufacturer of scientific instrumentation including laboratory and health monitoring equipment. It also provides software and services to the healthcare, biotechnology, and pharmaceutical industries, as well as to governments and academia. Its brands include Thermo Scientific, Fisher Scientific, Applied Biosystems, Invitrogen, Patheon, and Unity Lab Services.
Hold
Stantec Inc. (TSX, NYSE: STN)
Stantec now has 34,000 employees working in over 400 office locations on five continents. In 2024, 52% of its revenues were from the US, 24% from Canada, and 24% from other international operations, which are primarily in the UK, Australia, and New Zealand.
Hold
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.
Buy
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. Its manufacturing processes are increasingly highly engineered and technologically advanced. In addition to vehicle components, which account for about 73% of its revenues, its other products include aerial work platforms, telehandlers, booms, and very large agricultural equipment.
Hold
Brookfield Corporation (TSX, NYSE: BN)
Brookfield Corporation is a Toronto-based conglomerate with interests in several areas including asset management, real estate, renewable energy, infrastructure, and insurance. The company currently has about $490 billion in assets.