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
iwb22434 (September 30, 2024)
Global Portfolio riding high… The Week… Diversify out of China… Glenn Rogers updates Moderna, GE Healthcare Technologies, Ford, e.l.f. Beauty… Dividend stocks rise as rates fall… Ryan Irvine updates Dynacor, Enghouse Systems
iwb22433 (September 23, 2024)
From trickle to flood… The new winners and losers… The Week… Fast food giants battle weakening economy… Adam Mayers updates Novo Nordisk, Corby Spirit and Wine… Gordon Pape updates BCE, Rogers Communications, Telus… Financial Factoids: The Witch of Wall Street
iwb22432 (September 9, 2024)
Golden days… Gavin Graham recommends Alamos Gold… The Week… Gavin Graham updates Agnico Eagle Mines, Franco-Nevada, Pan American Silver, Equinox Gold… Another gain for RRSP Portfolio
iwb22431 (September 3, 2024)
Discount retailers thrive… The Week… What really happened on Aug. 5?… Richard Croft updates BMO Covered Call Canadian Banks ETF, BMO S&P/TSX Equal Weight Banks Index ETF, Global X U.S. Infrastructure Development ETF, iShares MSCI Emerging Markets ETF, iShares S&P 500 Growth ETF, iShares S&P 500 Value ETF… Webinar reminder
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.