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
iwb21520 (May 30, 2015)
Shopify starts strong… Glenn Rogers updates First Solar, Palo Alto Networks, FireEye, Atlas Air Worldwide… Is hedging the right move?… CPP – the devil is in the details… Gordon Pape updates Gibson Energy, Telus Corp., Google Inc., Brookfield Asset Management
iwb21519 (May 23, 2015)
Superpower no more… Share buybacks: good or bad?… Shawn Allen’s updates: Canadian Tire, Stantec Inc., Toll Brothers… U.S. dollar investments… Gordon Pape’s updates: MetLife, Cenovus Energy, Constellation Software… Renewal notices
iwb21518 (May 9, 2015)
Investors look overseas… Trudeau declares tax war… Energy bounce back looks fragile… Ryan Irvine updates Macro Enterprises, Parex Resources, High Arctic Energy Services, Hammond Power Solutions… Gordon Pape’s updates: JCMorgan Chase, Wells Fargo, Shaw Communications, BCE Inc.
iwb21517 (May 2, 2015)
Take advantage of TFSA changes… Profiting from water woes… Glenn Rogers updates American Water Works, Clorox… Gordon Pape’s updates: Brookfield Asset Management, Suncor Energy… Gavin Graham’s updates: Linamar Corp., A&W… Members’ Corner: Euroseas
Recent Updates
Rogers Communications (TSX: RCI.B, NYSE: RCI)
Rogers is one of Canada’s largest wireless and cable companies.
Hold
Cameco Corp. (TSX: CCO, NYSE: CCJ)
Cameco is one of the world’s largest uranium producers, with mines at McArthur River and Cigar Lake in Saskatchewan and refineries in Ontario. As governments and investors have become more favourably inclined towards non-carbon emitting sources of baseload power such as nuclear in recent years, Cameco’s fortunes and its share price have revived.
Hold
Alphabet Inc. (NDQ: GOOGL)
The firm implemented a major restructuring in 2015 that created Alphabet as a holding company for Google (which includes Android, Chrome, and YouTube), Nest (home automation), Calico (anti-aging research), Fiber (high-speed Internet), Google Ventures (new company investments), Sidewalk Labs (city infrastructure), and Waymo (driverless cars). Other services include Google Maps, Google Play, AI, and cloud computing.
Hold
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.