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
iwb21443 (December 8, 2014)
Five big questions for 2015… Stay with American stocks in 2015… Tom Slee’s 2015 stock picks… Tom Slee’s updates: Long Run Exploration, Enbridge… Your Questions: Tax-free RRSP withdrawals… Tom Slee retires
iwb21442 (December 1, 2014)
Cheap oil – but for how long?… Drugs can be good for you… Gavin Graham updates Loews Corp. Leucadia National… Glentel takeover a big win… Gordon Pape updates BCE Inc., CGI Group… Members’ Corner: Market timing and other fads… Your Questions: RRSP transfers
iwb21441 (November 23, 2014)
A so-so summer… A taste of fine wine… Glenn Rogers updates Bank of America, Citigroup, Generac… Digging for dollars… More updates: Brookfield Asset Management, Fortis Inc., Aecon Group
iwb21440 (November 8, 2014)
The oil price war… Bull market still intact… Tom Slee’s updates: TransForce, Aecon Group, ShawCor, Alimentation Couche-Tard… Gordon Pape’s updates: AT&T, Suncor Energy, Constellation Software, Stryker Corp…. Your Questions: Adviser compensation
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.