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
iwb21607 (February 14, 2016)
Will history repeat?… Coping with bear markets… Canadian banks ride the storm… Gavin Graham updates Royal Bank, TD Bank, Scotiabank… Gavin Graham assesses the Capstone takeover… Gordon Pape’s updates: Suncor Energy, Fortis Inc., TransForce Inc., American Express correction
iwb21606 (February 7, 2016)
The Alphabet see-saw… Understanding adjusted earnings… Shawn Allen?s updates: American Express, CN Rail… Gordon Pape?s updates: iShares Core S&P U.S. Total Market ETF, iShares Japan Fundamental Index ETF, iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares Core S&P 500 Index ETF, iShares Core S&P/TSX Capped Composite Index ETF, Mawer Tax Effective Balanced Fund
iwb21605 (January 30, 2016)
Japan goes negative… Parsing the Fed… Be greedy when others are fearful… Ryan Irvine updates High Arctic Energy, Espial Group, Firon Technologies… Gordon Pape’s fund updates: Templeton Growth Fund, TD Advantage Balanced Income Portfolio, Steadyhand Founders Fund, Steadyhand Income Fund, PH&N Total Return Bond Fund, Mawer U.S. Equity Fund
iwb21604 (January 25, 2016)
Profits from a weak loonie… Glenn Rogers picks Verizon… Glenn Rogers updates three ETFs… Gordon Pape updates Wells Fargo, Shaw Communications, iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF… Your Questions: Corporate class funds
Recent Updates
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.
Hold
American Express Company (NYSE: AXP)
American Express is a credit and charge card issuer. Most of its customers pay off their cards monthly and so the company is more of a payments processor than a source of lending.
Hold
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.
Hold
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.