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
iwb21428 (August 5, 2014)
Cash or canned goods?… Russian turmoil hits Europe… Gavin Graham’s updates: Home Capital Group, Copa Holdings, BMO Asian Growth and Income Fund, Templeton Frontier Markets Corporate Class A Units… Gordon Pape’s updates: AT&T, ArcelorMittal, Google, iShares Japan Fundamental Index ETF, iShares Gold Bullion ETF… Members’ Corner: Cash in Chou Funds
iwb21427 (July 28, 2014)
Pain relief and profits… Control your emotions and increase profits… Ryan Irvine updates Exco Technologies, WiLAN… Taxing times… More updates: CN Rail, Facebook
iwb21426 (July 21, 2014)
Buy and Hold Portfolio still strong… Glenn Rogers picks Cummins… Glenn Rogers’ updates: Westport Innovations, American Railcar Industries… Low rates to stay awhile… Gordon Pape’s updates: Wells Fargo, CGI Group, Student Transportation, TD Advantage Balanced Income Portfolio
iwb21425 (July 14, 2014)
What’s next for REITs?… A new REIT pick… Still some bargains on the TSX… Tom Slee likes Lundin Mining… Tom Slee updates Rogers Communications, AltaGas… Gordon Pape’s updates: Suncor Energy, Saputo, Telus, Andrew Peller
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.