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
iwb21539 (November 1, 2015)
Water, water – but not everywhere… Healthcare collapse a buying opportunity?… Infrastructure focus should help utilities/pipelines… Gavin Graham updates AltaGas, Capstone Infrastructure… Gordon Pape’s updates: TransForce, Shaw Communications… Your Questions: TFSA rollovers, CDIC coverage
iwb21538 (October 24, 2015)
The Liberals and your money… A towering stock pick… Glenn Rogers updates Yum Brands, Freeport McMoRan, Agrium, CBRE Clarion Global Real Estate Fund… Gordon Pape’s updates: New Flyer Industries, Wells Fargo, Alphabet Inc.. SPDR S&P Dividend Income ETF, iShares S&P/TSX Canadian Dividend Aristocrats Index ETF
iwb21537 (October 18, 2015)
Defensive portfolio does its job… Buying shares with “stink bids”… Shawn Allen updates American Express, Costco… Gordon Pape’s updates: Student Transportation, Trinidad Drilling, Andrew Peller, UnitedHealth Group, Wal-Mart… Your Questions: Enbridge shares
iwb21536 (October 4, 2015)
Why invest?… Slow growth ahead… Ryan Irvine updates Merus Labs, Enghouse Systems, Athabasca Minerals, Exco Technologies… A September to forget… Gordon Pape’s fund updates… Your Questions: Bond investing, U.S. dollar
Recent Updates
VersaBank (TSX, NDQ: VBNK)
VersaBank sources its funding through a network of deposit brokers as well as from insolvency industry professionals via a customized banking software solution, and from holdbacks retained through its receivable purchase program. The bank purchases loan and lease receivables from non-bank financial services companies and originates and services real estate development and commercial loans.
In addition to its core digital banking operations, VersaBank has established cybersecurity services and banking and financial technology development operations through its wholly owned subsidiary DRT Cyber Inc. (which owns Digital Meteor).
Chevron Corp (NYSE: CVX)
Chevron was formed by the merger of Chevron and Texaco in the 1980s. It is the second largest private oil and gas company in the US and the third largest by market capitalization in the world after ExxonMobil and Saudi giant Aramco.
Walmart (NDQ: WMT)
Walmart is the world’s largest bricks and mortar retailer with more than 10,900 stores in 19 countries, plus an expanding e-commerce operation. It employs 2.1 million people, serves about 280 million customers weekly, and had revenue in the latest fiscal year of $713 billion.
In our first issue this year, we chose Walmart as one of our recommended stocks to own in 2026. The shares are up about 13.8% year-to-date, well ahead of any of the indexes. We have gained 465% since the original recommendation, not including dividends. Note that the stock trades on Nasdaq, having moved from the NYSE.
Groupe Dynamite Inc.
The company caters to the needs of Gen Z and millennials through its brands Garage and Dynamite. The company operates approximately 300 stores in North America, of which more than 70% are under the Garage brand, and plans to enter the UK in 2026, where it projects 10 stores by 2028.
The stock has been on a very strong upward trajectory, jumping almost 500% in the past year since it was recommended.
Global X Lithium and Battery Technology ETF (NYSE: LIT)
LIT invests in the full lithium cycle, from mining and refining the metal, through battery production. It has a broad sector breakdown that includes materials, information technology, industrials, consumer discretionary, and financials. It is a bet on the migration to electric vehicles, which has slowed in recent months.