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
iwb21327 (July 22, 2013)
Misleading impressions… Glenn Rogers goes back to the Internet… Glenn Rogers’s ETF updates… A wine lover’s stock… Gordon Pape’s updates: ArcelorMittal, Southern Company… Your Questions: Buy and Hold Portfolio, considering an annuity
iwb21326 (July 15, 2013)
Tragedy in Quebec… Riding the cycles… Costco: A great place to shop, and to invest… Flying high – again!… Gavin Graham updates Linamar… Gordon Pape updates Target Corp… Your Questions: BMO LifeStage Plan
iwb21325 (July 8, 2013)
New life for the insurers… The market overreacts – big time!.. Tom Slee’s preferred share updates… Mutual fund reform edges closer… Gordon Pape updates Shaw Communications, Brookfield Asset Management
iwb21324 (July 2, 2013)
Surprises, good and bad… Ryan Irvine finds pockets of strength… OSC acts on Zungui Haixi… Buy and Hold Portfolio… Members’ Corner: Buying glasses
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.