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
iwb22506 (February 10, 2025)
Trump-proofing your portfolio… The Week… Gordon Pape updates Celestica… Palantir – High growth at a high price… Glenn Rogers updates Cheniere Energy, Devon Energy, Next Era Energy, RTX Corp., C3.AI Inc…. Your Questions: Investing in USD… Correction
iwb22505 (February 3, 2025)
Why tariffs will fail… The unexpected black swan… The Week… The downside of a tariff bailout… Richard Croft updates Goldman Sachs, BMO S&P/TSX Equal Weight Banks Index ETF, BMO Covered Call Canadian Banks ETF, Premium Income Corporation Class A… Gordon Pape updates Apple… Your Questions: Reviewing bond portfolio; US dollar high interest account; Reader wants one RRIF; Did she get good advice?
iwb22504 (January 27, 2025)
What does he want?… The Week… Where now for the TSX?… Trump and small caps… Ryan Irvine updates Dynacor, XPEL, Envela… Your Questions: Sell long bonds?
iwb22503 (January 20, 2025)
Energy stocks hang tough… The Week… Nvidia, Microsoft are AI powerhouses… Adam Mayers updates CAE, Sun Life Financial… Gordon Pape updates Pfizer, EQB Inc, UnitedHealth Group Inc…. Gavin Graham updates National Grid…. Financial Factoids: Satoshi Nakamoto
Recent Updates
Goldman Sachs (NYSE: GS)
Goldman Sachs is a global leader in investment banking and trading. Founded in 1869, the company is based in New York and maintains offices in all the world’s major financial centres.
Take half profits
BMO Covered Call Canadian Banks ETF (TSX: ZWB)
ZWB is an ETF that holds the big six Canadian banks. The advisors sell covered calls against 40% to 50% of the underlying shares, allowing the remaining shares to rise or fall with the market.
Hold
BMO S&P/TSX Equal Weight Banks Index ETF (TSX: ZEB)
This is a pure, concentrated, play on Canadian banks. The fund holds positions only in the top six banks in this country, all more or less equally weighted.
Hold
Apple Inc. (NDQ: AAPL)
Apple is an international technology company headquartered in Cupertino, California. It is one of the largest companies in the world, by market capitalization.
Buy
Premium Income Corporation Class A Shares (TSX: PIC.A)
The capital shares are essentially a long-term call option on the big five Canadian banks. The return is generated through quarterly dividends rather than price appreciation in the shares.