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
iwb22241 (November 14, 2022)
One step forward… Hidden assets power long-term growth… Adam Mayers updates Nutrien, Sun Life Financial… Gordon Pape updates Pfizer, Suncor Energy, Brookfield Asset Management, TC Energy… Gavin Graham updates Fairfax Financial… Your Questions: Stocks in a TFSA; Buy XBB?
iwb22240 (November 7, 2022)
Total confusion… Playing defence… Gavin Graham recommends a defence ETF… Gavin Graham’s updates: First Quantum, Canadian Natural Resources, Intact Financial, iA Financial Group… Gordon Pape’s updates three low-volatility ETFs
iwb22239 (October 31, 2022)
Murphy’s law and NFI… A change in momentum?… Richard Croft updates BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, First Trust Dow Jones Internet Index Fund… Big tech hammered… Your Questions: AT&T… Last call – Keystone’s fall events
iwb22238 (October 24, 2022)
The commodities gamble… The bear’s not finished… Ambition is the mother of success… Shawn Allen updates CN Rail, lululemon, Costco Wholesale, Aecon Group… Gordon Pape updates Canadian Utilities, EQB Inc…. Ryan Irvine’s fall events
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.