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
iwb21536 (October 4, 2015)
Why invest?… Slow growth ahead… Ryan Irvine updates Merus Labs, Enghouse Systems, Athabasca Minerals, Exco Technologies… A September to forget… Gordon Pape’s fund updates… Your Questions: Bond investing, U.S. dollar
iwb21535 (September 27, 2015)
Alibaba: high risk, high reward… Glenn Rogers’s updates: Atlas Air Worldwide, Magna International… Down markets hit TFSA portfolio… Shawn Allen’s updates: Toll Brothers, CN Rail… Your Questions: RESP investing… Members’ Corner: TFSA reaction
iwb21534 (September 19, 2015)
The Fed stands pat… Conservative Portfolio loses ground… Forecasting share earnings vs. share prices… Shawn Allen updates Canadian Western Bank, Canadian Tire… TFSA follow-up… Members’ Corner: TFSA contribution limit
iwb21533 (September 13, 2015)
TFSAs under fire… The Bank stands pat… Banking on growth… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Ryan Irvine updates Espial Group… Gordon Pape’s updates: UnitedHealth Group, Simon Property Group, Wal-Mart Stores, Stryker Corp.
Recent Updates
iShares U.S. Medical Devices ETF (NYSE: IHI)
This ETF was launched in 2006 and holds US manufacturers who make and distribute medical devices. The companies are the biggest names with the broadest global reach.
Hold
The Home Depot (NYSE: HD)
Home Depot was founded in 1978 and now has a total of more than 2,350 retail stores in all 10 provinces, all 50 US states, the District of Columbia, Puerto Rico, the US Virgin Islands, Guam, and Mexico. The company generated $159.5 billion in revenue in 2024. It employs approximately 470,000 workers.
Hold
Novo Nordisk A/S (NYSE: NVO)
Novo Nordisk A/S is a Danish multinational pharmaceutical company focused on diabetes care, medicines, and devices. Its main product is the drug semaglutide, which is used to treat diabetes under the brand name Ozempic. It markets a similar formulation for weight loss under the brand name Wegovy.
Hold
Eli Lilly & Co. (NYSE: LLY)
Eli Lilly is a leading producer of a new type of diabetes/weight loss drug. Eli Lilly’s trade name for their drug is Mounjaro. It was approved in the US in 2022 for treatment of Type 2 diabetes and is expected to be approved as a weight-loss drug by year-end.
Buy
Medtronic plc (NYSE: MDT)
Medtronic was founded in Minneapolis in 1949 as a medical equipment repair company. It is headquartered for tax reasons in Dublin and has a market capitalization of $123 billion. It gets 60% of its sales and profits outside the U.S. and employs 86,000 people in 140 countries. More than 10% of its employees are research scientists, which ensures a steady stream of new products.