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CIBC.com
CIBC Private Wealth
CIBC Websites
Client Login
Johnston & Spencer Advisory Group
Home
About us
Our team
Client expectations
Our Process
Services
Our solutions
Portfolio partners
Market insights
Community
Contact us
Our Process
15 Market Square Suite 702 Saint John NB, E2L 1E8
(506) 634-1220
Email us
Email
Tel
Our process
Discovery
CIBC Wood Gundy has access to one of the largest research offerings, including CIBC Wholesale Banking and top-ranked third party firms such as JP Morgan, Credit Suisse and Value Line. In addition, CIBC Wood Gundy's Investment Strategy Group (ISG) is an independent in-house team of CFA-accredited specialists. CIBC's Analysts and Economists comprise one of the largest and most esteemed groups of any investment firm.
Have paid subscriptions to third party research and publications: A Swiss publication, The Manual of Ideas; Value Investor Insight; Morningstar Stock Investor; and Bloomberg Businessweek.
Scrutinize insider buying & selling and spinoffs.
Analyze quarterly hedge fund and super investor disclosures.
Evaluation and Due Diligence
For Investments
Do we understand the business?
Is management well regarded?
What is the competition?
What are the industry trends?
Is the company's credit rating investment grade?
Review historical valuations.
Are we paying a fair price?
What is the current macroeconomic environment?
Portfolio Construction
Assess risk tolerance & time horizon and invest according to Investment Policy Statement.
Monitoring and Updating
Monitor positions that our clients own by listening to quarterly calls, industry conference calls, and reading analyst reports.
Keep a watch List of companies (currently 110 companies), that we would like to own at the right price.