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
iwb22523 (June 23, 2025)
Risk and opportunity… The Week… Covered calls vs. long-only… Richard Croft updates VanEck Vectors Oil Services ETF, Vanguard Real Estate Index Fund ETF, Vanguard Russell 1000 Growth ETF, Vanguard Russell 1000 Value ETF… Glenn Rogers updates Vanguard Extended Duration Treasury Index Fund… Setback for Buy and Hold Portfolio
iwb22522 (June 16, 2025)
Too expensive? Maybe not… The Week… Israeli attack boosts defence stocks… Safe havens in troubled times… Dividend funds doing well… Powering the future… Glenn Rogers updates Global X Lithium and Battery Tech ETF, Van Eck Vectors Gaming ETF
iwb22521 (June 9, 2025)
Bonds struggle… The Week… “Picks and shovels” investing… Ryan Irvine updates Orbit Garant… Ryan Irvine picks Propel Holdings… Gordon Pape updates Walmart, Home Depot… Your Questions: What to do with MUB
iwb22520 (June 2, 2025)
Tariffs under fire… The Week… Oil’s time to shine?… Gavin Graham updates Chevron, Canadian Natural Resources… Takeover bid for InterRent… Masters of Finance: Jesse Livermore… Your Questions: Low-risk bond ETFs
Recent Updates
Stryker Corp. (NYSE: SYK)
Stryker is based in Kalamazoo, Michigan. It is one of the world’s largest manufacturers of prosthetic replacement joints. But that’s not all it does. It’s a leading medical technology company, with advanced products such as arms for robotic assisted surgery. The company employs more than 53,000 people and owns 12,000 patents.
The company has three main product lines. The orthopedics segment provides hip and knee implants. The medical surgical segment sells surgical equipment, including robots and other navigational aids, as well as emergency medical equipment and disposable products. The neurotechnology segment provides products for brain and skull surgery.
Hold
Alphabet Inc. (NDQ: GOOGL)
The firm implemented a major restructuring in 2015 that created Alphabet as a holding company for Google (which includes Android, Chrome, and YouTube), Nest (home automation), Calico (anti-aging research), Fiber (high-speed Internet), Google Ventures (new company investments), Sidewalk Labs (city infrastructure), and Waymo (driverless cars). Other services include Google Maps, Google Play, AI, and cloud computing.
Hold
iShares Russell 2000 ETF
IWM is an ETF designed to track the investment results of the Russell 2000 Index. The underlying index measures the performance of the small-capitalization sector of the U.S. equity market.
Take half profits
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.
Hold
Purpose Bitcoin ETF (TSX: BTCC)
This was the world’s first Bitcoin ETF. It holds actual Bitcoins – not Bitcoin futures contracts – and the coins are held in cold storage. BTCC is denominated in Canadian dollars and is eligible for registered accounts (RRSPs, TFSAs, RESPs).