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
iwb21515 (April 11, 2015)
TFSA doubling – the unanswered questions… TFSAs – who benefits?… Freedom 55 achieved… Shawn Allen’s updates: American Express, Costco Wholesale, Melcor Developments… Gordon Pape’s ETF updates: iShares Japan Fundamental Index ETF, iShares MSCI EAFE Index ETF, iShares MSCI Frontier 100 ETF, iShares Core S&P 500 ETF, iShares Core S&P/TSX Capped Composite Index ETF, iShares 1-5 Year Laddered Corporate Bond Index ETF, iShares Canadian Universe Bond Index ETF, iShares Convertible Bond Index ETF, iShares Core S&P U.S. Total Market ETF
iwb21514 (April 4, 2015)
Bull feeble but intact… All the news you don’t need to know… Michael Corcoran updates Exxon Mobil… Gordon Pape’s updates: Silver Wheaton, Long Run Exploration
iwb21513 (March 28, 2015)
Small gain for TFSA Portfolio… A pharma stock with growth potential… Ryan Irvine updates Boyd Group, Caldwell Partners… Your Questions: XUU volume, investing U.S. dollars, retirement portfolio… Members’ Corner: RRIF withdrawals
iwb21512 (March 22, 2015)
Seven years on… Low prices + low euro = Fiat… Glenn Rogers updates Douglas Dynamics, Realogy, Sirius Holdings… Action time for RRIFs… Gordon Pape’s updates: iShares S&P/TSX Canadian Dividend Aristocrats Index ETF, Stella-Jones, Alimentation Couche-Tard… Members’ Corner: Avoid stocks
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.
BMO India Equity Index ETF (TSX: ZID)
This ETF invests in a portfolio of large-cap companies that is designed to track the MSCI India Selection Index with a bias towards names in the underlying MSCI India Index that have higher ESG ratings relative to their peers. This makes it a socially responsible fund with screens that exclude companies that earn significant revenues from tobacco, alcohol, gambling, weapons, and nuclear power.