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
iwb21508 (February 21, 2015)
Growth Portfolio charges ahead… Glenn Rogers picks Atlas Air… Glenn Rogers updates Apple, FireEye, American Airlines, NutriSystem, First Solar… Gordon Pape’s updates: Google, RioCan, TransCanada… Your Questions: Selling gold, RRSP allocations
iwb21507 (February 15, 2015)
Another 2008?… Riding the rails… Gavin Graham’s updates: CN Rail, TD Bank, Scotiabank… What to put in an RRSP… Two funds added to Recommended List… Gordon Pape’s updates: Stryker Corp.
iwb21506 (February 7, 2015)
RRSP Portfolio outperforms… Shawn Allen: RRSP or TFSA?… Updates: Saputo, AT&T, Black Creek International Equity Fund, BMG BullionFund, Fidelity Canadian Balanced Fund, Mawer Balanced Fund… Your Questions: Oil ETFs, RRSP contribution for son, new website
iwb21505 (January 31, 2015)
January was a downer… Mini-Portfolios reviewed… Venture investing needs fundamental changes… Ryan Irvine picks Espial… Updates: Shaw Communications, J.B. Hunt Transport… Your Questions: Badger Daylighting
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.