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
iwb2931 (August 24, 2009)
Time to buy Japan?… Glenn Rogers still likes newspapers… Glenn Rogers updates his ETF picks… Gordon Pape’s fund updates: Mawer World Investment, Sprott Canadian Equity… Your Questions: Portfolio limits, bonds vs. bond funds… Members’ Corner: Yellow Pages, U.S. banking
iwb2929 (August 10, 2009)
Irrational markets… Irwin Michael: Recovery signs emerging… Irwin Michael updates Cogeco Inc., Cogeco Cable, Equitable Group… An American likes Canada… Dividend dilemma… Gordon Pape’s updates: BCE, Tim Hortons, Fortis, Citadel Diversified Income Trust… Your Questions: Why not a stop-loss?, IWB target prices, RRSP withdrawal strategy
iwb2928 (July 27, 2009)
The wild card loonie … Tom Slee: The banks look strong … Tom Slee picks BMO… Tom Slee updates TD Bank, Enbridge, Potash Corp…. Warren MacKenzie on income portfolios… Suncor-Petrocan options… Members’ Corner: Overdue first step, questions sell advice
iwb2927 (July 20, 2009)
A first step… Tim Hortons tackles the Big Apple… Glenn Rogers likes Walgreens… Glenn Rogers updates STEC, Fluor Corp., Valero Energy, Knightsbridge Tankers, Euroseas, Eagle Bulk Shipping… Gordon Pape’s updates: Shaw Communications, CIBC… Recommended List deletions… Your Questions: Target prices, saving for retirement, depression coming?… Let’s talk about ETFs
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.
