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
iwb21419 (May 19, 2014)
ETF price war heats up… Shale gas reshapes transportation sector… Tom Slee recommends J.B. Hunt… Tom Slee updates CN Rail, Norfolk Southern, Finning International, Stella Jones, Alimentation Couche-Tard… Zombie bonds… Gordon Pape’s ETF updates: iShares 1-5 Year Laddered Corporate Bond Index Fund, iShares Canadian Universe Bond Index ETF, iShares BRIC Index Fund, iShares MSCI Frontier 100 ETF, iShares Japan Fundamental Index Fund, iShares S&P 500 Index ETF (CAD-Hedged), iShares S&P/TSX Canadian Dividend Aristocrats Index Fund… Your Questions: TFSA profits… Housekeeping
iwb21418 (May 10, 2014)
A dose of reality… Managing a portfolio in uncertain times… Ryan Irvine updates Parex Resources, Athabasca Minerals, Caldwell Partners… More updates: BCE, Genworth MI Canada, TransCanada Corp., Costco, American Express… Your Questions: Early registered plan withdrawals… Housekeeping
iwb21417 (May 3, 2014)
Energy rebounds… Assessing energy funds… Glenn Rogers goes green… Glenn Rogers updates Yum Brands, Weyerhaeuser, Terex, Facebook… The pension dilemma… Gordon Pape’s updates: Wells Fargo, Constellation Software… Members’ Corner: DRIP plans
iwb21416 (April 21, 2014)
Defense wins!… Time to spring clean our U.S. Stocks… Tom Slee updates Peabody Energy, Norfolk Southern, JPMorgan Chase, Michael Kors Holdings, Simon Property Group, UnitedHealth Group… Gordon Pape’s updates: W.W. Grainger, MetLife… Your Questions: Withholding tax… Members’ Corner: Mutual funds, Heartbleed
Recent Updates
Brookfield Corporation (TSX, NYSE: BN)
Brookfield Corporation is a Toronto-based conglomerate with interests in several areas including asset management, real estate, renewable energy, infrastructure, and insurance. The company currently has about $490 billion in assets.
Hold
American Express Company (NYSE: AXP)
American Express is a credit and charge card issuer. Most of its customers pay off their cards monthly and so the company is more of a payments processor than a source of lending.
Hold
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.