Benign markets…Mackenzie Income Trust…Centrefund Convertible Debenture (CFE.DB.C)…BPI Dividend Income Fund…IWB Income Portfolio update…Members’ Corner – Templeton notes, oil prices…Updates: Triax (TRH.UN), Mount Real(MRF), Trans-Canada Power LP (TPL.UN)…Customer service…Sending e-mail
Archives: Newsletters
The markets – outlook is mixed…Areas of strength…Areas of softness…Areas of stability…Areas of weakness…Defensive Asset Mix updated…Templeton Growth Fund Linked Notes…Members’ Corner – RESPs…Updates – Gold Reserve…New Member Page address…IWB on holiday next week…Renewal reminder
A balanced budget…The RESP carrot…Pengrowth tax treatment…Freehold taxes…Trading Portfolio Summary…New delivery system…IWB on web site
BCE Inc. (BCE)…IWB Income Portfolio review…New insights on Pelorus (PN)…Webscan – Carlson On-Line…Renaissance fill…Mount Real Corporation…Free mutual funds…Consumer Watch…Members’ Corner – Dogs of the Dow, RRSP overcontributions, switching mutual funds…No IWB next week
A good week…Sell NOVA (NVA)…Buy Renaissance Energy (RES)…Trimark’s Travails…Webscan revived…Sedar – an unknown treasure-trove…Members’ Corner – BPI Small Companies, Frozen…brokerage accounts…Updates – Westshore Terminals (WTE.UN), Global…Equity (GEQ), Centrefund…Debenture (CFE.DB.A)…Health matters
What now for the loonie?…Canada RRSP Bonds…Blue Chip Portfolio update…Members’ Corner – investing strategies, mutual…fund commissions…Free CDN Internet quotes…Update – Special Opportunities Fund…New Member Page address…Circulation problems – who to contact
In This Issue…Interesting times…Keeping it simple…What to do about NOVA…Target 10 Trust – discount brokers…Pelorus Navigation (PN)…Members’ Corner – Mutual Fund Direct…Updates – Livent (LIV), Triax Diversified Trust…(TRH.IR), Westshore…Terminals (WTE.IR)…
The gold rally – what does it mean?…Nova fill…Dogs of the Dow…Pelorus Navigation (PN)…Members’ Corner – Inco, Alcan, and RRSP transfers…January MFU – last chance
In This Issue…An unpromising year makes its debut…What to do with cash…IWB Trading Portfolio update…Members’ Corner – CIBC Choice Funds, Green Line…policies, tax deferred…income, the future of gold, defensive portfolio…Updates – Hurricane Hydrocarbons (HHL.A)…Electronic MFU set to launch…Special book offer
Tough times for investors…IWB Income Portfolio…Strategic Value Corp. (MSE: SVA)…Trimark alert…Tax Tip (1) – charitable donations…Tax Tip (2) – RRIFs…Tax Tip (3) – tax shelters…Members’ Corner – disappearing units, bidding…under the market,…dollar-cost averaging, Kyoto agreement, deferring…income…Updates – Gold Reserve (GLR), Freehold Royalty…Trust (FRU.UN), Global…Equity Corp. (GEQ)…Mutual Funds Update goes on-line…Renewal reminder…IWB takes a holiday
A new approach to our recommendations…Canadian Oil Sands Trust (CO.UN)…A new approach to tax shelters…Members’ Corner – currency exchange rates, balanced funds, RRSP contributions, compensating investment advisors…Dollar-cost averaging made easy…Updates – Tesma International Inc. (TSM.A)…Christmas gifts…New Member Page address…Thank you note
Our first anniversary…Lessons learned from year one…Blue Chip Portfolio update…Royalty income trusts…Labrador Iron Ore Income Fund (LIF.UN)…Income Portfolio summary…Short-term money…Updates – Hurricane Hydrocarbons (HHL.A)…Members’ Corner – going south…Christmas book offer extended…Mutual Fund Data Base update…Order-taking problem
Nervous markets…Defensive portfolio updated…Defensive mutual funds…Bank of Montreal Managed Futures CDS…Updates: Hurricane Hydrocarbons (HHL.A), Westshore Terminals (WTE.IR), Gold Reserve (GLR)…Mutual funds data base now on-line…Time to renew?
More Market Volatility…IWB Income Portfolio Launched…Guardian Monthly High Income Fund…Trimark Convertible GIC…Income Portfolio Summary…IWB Blue Chip Portfolio – BCE Inc. (BCE)…Members’ Corner – Manalta, The FundLetter…Updates – Gold Reserve (GLR), Research in Motion (RIM)…Christmas Book Offer…New Member Page Address…No IWB Next Week
The week that was – what now?…Investing in bonds…The best no-load bond funds…IWB Trading Portfolio – Club Monaco (CMI)…Pass-along copies – please don’t…New service for IWB members…1998 Guides arrive, special offer to close…Final seminars of 1997
Hong Kong plunges, bullion follows, New York staggers – what to do…Members’ Corner – foreign content rules, NAV figures for BPI Opps II, saving for a home…Updates – BPI Opps II Fund (BOI.IR), Freehold Royalty Trust (FRU.UN), Hurricane Hydrocarbons (HHL.A), Moore Corp. (MCL), Research in Motion (RIM.W), Tesma (TSM.A)
Black Monday remembered…Searching for value…Gold Reserve (GLR)…IWB Trading Portfolio summary…Trading Portfolio comments…Research in Motion…Special book offer – 1998 Mutual Fund and RRSP…Guides…Mutual Funds Update test…Upcoming seminars
Blue Chip Portfolio Review…Members’ Corner – Newsletter deductibility, PH&N minimums, RRSP…foreign content trap…Hot IPO – Research in Motion…Update – Hurricane Hydrocarbons (HHL.A)…This week’s seminars – Ottawa, Oakville, Mississauga…Mutual Funds Update test transmission…New book – The Canadian Mortgage Book…Apology – E-mail stacking up
The Interest Rate Paradox – What You Should Do…Canada Savings Bonds – How to Use Them…Pengrowth Instalment Receipts – Act Fast…Tax Shelters – EnerVest Flow-Through Shares…Updates: Hurricane (HHL.A), BPI Opps II (BOI.IR)…IPOs Revisited…Portfolios…MFU Test – Problems…Seminars This Week – Vancouver, Montreal, Toronto
The Royalty Income Trust Craze…Guardian Monthly High Income Fund…Trust Differences Explained – Royalty, Income, Unit…The Wealth Management Trust…World Strategic Yield Fund…Amalgamated Income Limited Partnership…Mutual Funds Update – E-Mail Edition…No IWB on Sept. 29
The Ides of Autumn…Protecting Your Portfolio…The Pick of the IPO Crop… – Manalta Coal Income Trust, Bell Canada…International, CPL REIT…Assessing the Tax Shelter Scene… – Multi-Fund Income Trust…Transmission Problems – One Member’s Solution…Symbol Correction – TRP…New Circulation E-Mail Address
Mutual fund sales to expatriate Canadians…IWB Trading Portfolio – Novicourt Inc. (NOV)…IWB Trading Portfolio – Summary…IWB Blue Chip Portfolio – Summary…Members’ Corner – RRSP contributions…Next seminar…Formatting change…Circulation matters
A pleasant surprise for the Triax fund…Tesma’s legal problems…What makes Phillips, Hager & North a great company…Members’ Corner: BPI Opps II Fund, mutual fund investment strategies, Nigerian scam…Seminar reminder
Responding to your requests…Future plans…IWB Trading Portfolio launched…Tesma International Inc. (TSE: TSM.A)…Member’s Corner – more on Nigeria…Updates – Hurricane Hydrocarbons (HHL.A), Pengrowth Energy Trust (PGF.UN)…Clarification – ITT Hartford Guaranteed Equity…Indexed Annuity…Seminars…New book – The Best of Pape’s Notes…New delivery system…Labour Day delivery schedule
What next for the Dow?…Teleglobe warning…BPI Special Opportunities II – Review…Guaranteed Equity Indexed Annuities…Scam of the week – letter from Nigeria…Members’ Corner: stock-indexed GICs, RRSP contributions, Green Line…Updates: Hurricane Hydrocarbons (HHL.A)
New delivery system begins…War on tax shelters and what to do about it…Teleglobe Inc. (TGO)…Blue Chip Portfolio summary…Updates: Triax High Yield Trust (TRH.IR), Global Equity (GEQ)
Are the ’90s a replay of the ’80s – including the crash?…A defensive asset mix….Little house on the prairie….U.S.-Canada tax treaty change affects snowbirds…Members’ Corner – Green Line and Templeton…Emerging Markets…Delivery system change
Greenspan’s market outlook – a Brave New World?…Insurance against falling stock prices – Bear…Notes…Hidden gems at Altamira…Blue Chip Portfolio – financial results…Two RRIF tax tips…Members’ Corner – Green Line woes
The Nevada Twins rally…Blue Chip Portfolio: TransCanada PipeLines (TPL)…Blue Chip Portfolio summary…Understanding water rights…Members’ Corner: Mortgages, Luscar, RRSP swaps…Update: Hurricane Hydrocarbons (HHL.A)
Is now the time to buy gold?…Franco-Nevada and Euro-Nevada – Hold/Buy…Francisco and Visionary – Sell…Bond supply drying up – what to do with fixed income funds….Martin’s tough stand on foreign content – what it means to your RRSP…”Pseudo-Canadian” funds – a report card on their progress…Member’s corner – RRSP swaps and Triax
Mid-year review of recommendations…BONDS AND DEBENTURES…MUTUAL FUNDS…STOCKS…TRUSTS
Beware of summer storms…Global Equity Corporation (GEQ)…Webscan – The Fund Library…New royalty trusts – Orion and PRT Forest…Regeneration…Members’ Corner – mortgage funds, Templeton…Smaller…Companies,… C.I. Canadian Growth, negotiating mortgage
rates…Special mid-year IWB next week
Marc Joseph leaves Templeton…New Blue Chip recommendation – TrizecHahn (TZH)…Blue Chip Portfolio summary…How to play the hot mortgage market…Members’ corner – RRSP overcontributions, IPOs,…back issues…Updates – Triax High Yield Trust (TRH.IR), Dynamic…Real Estate…Trust
More mutual funds information coming…Big shake-up at the Ivy funds…An attractive income limited partnership…Blue Chip Portfolio update…Encouraging financial results from Hurricane
More gold salting…Blue Chip Portfolio – Imperial Oil (IMO)…Blue Chip Portfolio summary…Members’ corner – Bre-X losses, Special…Opportunities, e-mail…Updates – Pengrowth (PGF.UN), Hurricane (HHL.A),…O’Donnell (ODM),…B.E.S.T. Discoveries…Tax surprise…Interest rate tip…Seminars…No IWB next week
In This Issue…The flight of the loonie…Blue Chip Portfolio – Moore Corp. (MCL)…Blue Chip Portfolio summary…Tax trap for owner-managers…Members’ Corner – what to do with old Bre-X shares…Updates: Special Opportunities, Freehold Royalty…Trust…(FRU.UN), O’Donnell…Upcoming seminar (May 21)
How to profit from gold…O’Donnell Investment Management…Blue Chip Portfolio review…Webscan – a new feature…Members’ Corner…Updates – Special Opportunities Fund, Visionary…Mining (VIN)
After Bre-X, what?…MDS Inc. (MHG.B) – a new Blue-Chip Portfolio…entry…Blue-Chip Portfolio Summary…A new source for DRIP information…O’Donnell goes public…The low-down on tax havens…More on Freehold (FRU.UN)…Members’ Corner – Dynamic Real Estate Trust…May seminars…Beating Canada Customs – legally
To invest or not to invest…Mutual fund limited partnerships…Dynamic Real Estate Trust…Euro-Nevada (EN)…Update – Hurricane (HHL.A)…Update – Freehold (FRU.UN)
IWB Blue Chip Portfolio – Brascan Ltd. (BL.A)…Members’ Corner – Luscar (LUS.IR)…Updates – Templeton (TEM.UN), Hurricane (HHL.A),…Visionary…(VIN), Francisco (FGX)…New Royalty Trusts…Upcoming Seminars…Delivery Matters…E-mail Problems…No IWB Next Week
IWB Blue Chip Portfolio – Brascan Ltd. (BL.A)… Members’ Corner – Luscar (LUS.IR)… Updates – Templeton (TEM.UN), Hurricane (HHL.A), Visionary (VIN), Francisco (FGX)… New Royalty Trusts… Upcoming Seminars… Delivery Matters… E-mail Problems
The Bre-X Fiasco…Stock market jitters…Interest Rates and Bond Funds…Updates – Westshore, Freehold, Livent
Templeton Global Smaller Companies Fund (buy)…Blue-chip portfolio…The Canadian dollar…Global Target 15 Trust (Update)…Triax High-Yield Trust (Update)…More on RESPs…Delivery problems…Test issue
E*TRADE Canada…FRANCISCO GOLD CORP. AND FRIENDS…GLOBAL TARGET 15 TRUST…BPI CANADIAN OPPORTUNITIES II FUND – UPDATE…RESP FOLOWUP…Delivery Times…IWB Takes A Holiday
IWB READERS…QUICK UPDATES
DOW 7000 MARK…HURRICANE REVISITED…PENGROWTH GAS INCOME FUND…THE BUDGET
STORY…LABOUR-SPONSORED FUNDS…MARTIN SAVES CPP
FINANCIAL WORLD…THE BUDGET…BASIC U.S. REIT DIES…SEARCHING FOR VALUE…BITS AND PIECES
APOLOGIES…ALTAMIRA – THE INSIDE STORY…BPI CANADIAN OPPORTUNITIES II FUND…CANADA RRSP BONDS…BITS AND PIECES
RRSP SCRAMBLE…TRIAX HIGH-YIELD TRUST…FIRST PREMIUM U.S. INCOME TRUST…THE MONEYLETTER…BITS AND PIECES