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
iwb21343 (December 9, 2013)
Stocks for the coming year… Falling loonie not all bad… A year when optimism triumphed… Gordon Pape?s updates: Metro Inc., BCE Inc…. Correction re BMO fund… 2014 prices… Christmas shopping
iwb21342 (December 2, 2013)
Nasdaq joins the party… Profits from a new middle class… Gavin Graham updates Mead Johnson Nutrition, Leucadia National, Capstone Infrastructure… Irwin Michel’s updates: Genworth MI Canada, Canam Group… Gordon Pape’s updates: Silver Wheaton, CGI Group… Members’ Corner: Apple vs. Google
iwb21341 (November 25, 2013)
A correction – but when?… Airline merger offers opportunity… Glenn Rogers updates Boeing, General Electric… Filtering out the rubbish… Ryan Irvine updates High Arctic, WiLAN… A security to watch… New book…
iwb21340 (November 11, 2013)
A cautionary tale… Shawn Allen likes Toll Brothers… Think pipelines!… Tom Slee’s updates: CN Rail, Bombardier, Industrial Alliance, Stantec… CRA says bitcoins taxable… Gordon Pape’s updates: AT&T… New book
Recent Updates
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.
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.