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
iwb22604 (January 26, 2026)
Where now for gold?… The Week… Gavin Graham’s gold updates… The TACO trade resurfaces… Masters of Finance: Greg Abel
iwb22603 (January 19, 2026)
Home-Grown Defence… The Week… Comings and goings… Be wary of single stock ETFs… Gordon Pape updates EQB Inc., Home Depot… The January Barometer… Your Questions: Investing in SHLD, Asset allocation… Members’ Corner: Telecom woes
iwb22602 (January 11, 2026)
Dangerous profits… The Week… Finding value in pricy markets… Ryan Irvine updates VersaBank, Polaris Infrastructure, XCEL… Gordon Pape updates Maple Leaf Foods, Thomson Reuters
iwb22601 (January 5, 2026)
The Trump Market… The Week… Shawn Allen looks back and ahead… Shawn Allen updates Costco, lululemon, Toll Brothers… The winners of 2025… Stocks to own in 2026… Your Questions: Copper investing
Recent Updates
Franco-Nevada Corporation (TSX, NYSE: FNV)
Franco-Nevada is the largest and one of the longest established gold and precious metals royalties and streaming companies with a market capitalization of $65 billion and a portfolio of over 120 royalties and streams. At the end of September 2025, 85% of its revenues came from precious metals assets (72% gold, 11% silver, and 2% platinum group metals) and 88% was from the Americas.
Buy
Agnico Eagle Mines (TSX, NYSE: AEM)
Agnico Eagle is a senior Canadian gold mining company that operates eleven mines located in mining friendly jurisdictions in developed countries. Eight are in Canada, including the country’s largest (Malartic) and second largest (Detour Lake) and both are amongst the ten largest gold mines in the world.
Buy
Pan American Silver Corp. (TSX, NDQ: PAAS)
Vancouver-headquartered Pan American Silver owns and operates 10 silver and gold mines in Mexico, Peru, Canada, Chile, and Brazil. It took over MAG Silver in September 2025, whose principal asset was a 44% stake in the Juanicipio silver mine in Mexico.
Buy
Equinox Gold Corp. (TSX, NYSE: EQX)
Equinox describes itself as a growth focused gold miner operating entirely in the Americas. Following the agreement to sell its Brazilian operations for $1.016 billion in December 2025, Equinox operates five producing gold mines of which two are in each of Canada and the US and one in Nicaragua.
Buy
Alamos Gold Inc. (TSX: AGI)
Production in 2025 was 545,400 oz, slightly lower than the 567,000 oz. in 2024. This was due to weather-related downtime in the fourth quarter at its northern Ontario based Young Davidson and Island Gold mines. About 90% of its production comes from these mines and the recently (mid 2024) acquired Magino mine adjacent to the Island Gold mine. The remainder comes from its long established Mulatos mine in Mexico.