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
iwb22442 (December 2, 2024)
Trump’s tariffs… Trump and your money… The Week… Drilling for dollars… Gavin Graham updates Canadian Natural Resources, Cameco, First Quantum… Ryan Irvine updates VersaBank… Price increase
iwb22441 (November 25, 2024)
Opposite directions… The Week… Discount brands drive grocery sales… Adam Mayers updates Scotts Miracle-Gro… Is Trump good for small caps?… Ryan Irvine updates Aritzia, BioRem… Your Questions: Buying T-bills
iwb22440 (November 18, 2024)
CanTech stocks continue to shine… The Week… Where now for stocks?… History working against S&P… Shawn Allen updates Stantec, Berkshire Hathaway, Starbucks… Gordon Pape updates CGI Group… History offers key to success… Your Questions: Trump’s tariffs
iwb22439 (November 10, 2024)
Landslide!… What AI has to say… Richard Croft updates five ETFs… The Week… BCE changes direction… Pipeline companies hit 52-week highs… Glenn Rogers updates Bank of America, Next Era Energy
Recent Updates
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.
Take half profits
BMO Covered Call Canadian Banks ETF (TSX: ZWB)
ZWB is an ETF that holds the big six Canadian banks. The advisors sell covered calls against 40% to 50% of the underlying shares, allowing the remaining shares to rise or fall with the market.
Hold
BMO S&P/TSX Equal Weight Banks Index ETF (TSX: ZEB)
This is a pure, concentrated, play on Canadian banks. The fund holds positions only in the top six banks in this country, all more or less equally weighted.
Hold
Apple Inc. (NDQ: AAPL)
Apple is an international technology company headquartered in Cupertino, California. It is one of the largest companies in the world, by market capitalization.
Buy
Premium Income Corporation Class A Shares (TSX: PIC.A)
The capital shares are essentially a long-term call option on the big five Canadian banks. The return is generated through quarterly dividends rather than price appreciation in the shares.