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
iwb21504 (January 26, 2015)
Strong returns from Buy and Hold Portfolio… Glenn Rogers on cyber security… Glenn Rogers updates Citigroup, American Waterworks, Las Vegas Sands… How to play the (eventual) oil recovery
iwb21503 (January 19, 2015)
Too big to fail?… A dismal start… Beware Greeks bearing debts – again!… Gavin Graham updates Copa Holdings, Honda Motor, Mead Johnson Nutrition… Gordon Pape’s updates: MetLife, Wells Fargo, JPMorgan Chase
iwb21502 (January 12, 2015)
The year ahead… Investment strategies for 2015… Shawn Allen named contributing editor… Shawn Allen’s approach to stock picking… Shawn Allen updates Toll Brothers, Costco, Melcor Developments, American Express, Stantec… Gordon Pape’s updates: Enbridge, Vermilion Energy… Housekeeping
IWB21501 (January 5, 2015)
The final tally… How our 2014 predictions fared… The best of 2014… Oil and gas: The outlook for 2015… How to profit from low oil prices… Michael Corcoran’s top energy pick… Housekeeping
Recent Updates
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.
Buy
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.