Newsletter: The Income Investor

Interest rates are heading down… Searching for income… Top Pick: Fiera Capital Corp…. Gavin Graham’s Updates: iShares S&P Global Water ETF, iShares Convertible Bond ETF, Supremex… Gordon Pape’s updates: Brookfield Infrastructure LP, Canoe EIT Income Fund, Emera Inc., BMO Financial Group… Your Questions: Investing inheritance… Housekeeping

New cash option… Gordon Pape’s ETF updates… Your Questions: Buying U.S. stocks, Selling U.S. stocks… Housekeeping

Fed move a game-changer… Top Pick: CI First Asset Canadian Buyback Index ETF… Grab these new preferreds while you can… Gavin Graham’s updates: Calian Group, Capital Power, Pason Systems… Gordon Pape’s updates: North West Company, Extendicare, Information Services

In this issue: Big gains for bonds Gordon Pape’s bond ETF updates Gordon Pape updates Algonquin, Enbridge Next regular issue: June 27 Printable PDF BIG GAINS FOR BONDS By Gordon Pape, Editor and Publisher Stocks have held up remarkedly well so far this …

Income Portfolio gains 10%… Trade war angst… Top Pick: Canadian Imperial Bank of Commerce… Richard Croft’s updates: BMO US Put Write ETF… Gordon Pape’s updates: Premium Brands, B&G Foods, Principal Financial Group… Your Questions: Tax efficiencies… Housekeeping

Brookfield partnerships pay off… Gordon Pape updates Pembina Pipeline… Your Questions: Sentry fund, U.S. term deposits

REITs rock… The Fed’s dovish game changer… Top Pick: AltaGas Canada… Gordon Pape’s ETF updates: BMO Low Volatility Canadian Equity ETF, Harvest Healthcare Leaders Income ETF, First Asset U.S. & Canada Lifeco Income ETF, First Asset Energy Giants Covered Call ETF, First Asset Tech Giants Covered Call ETF, Horizons Active Preferred Share ETF, Harvest Brand Leaders Plus Income ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Gavin Graham’s Updates: Power Financial, Sun Life Financial, Vodafone

Balanced Portfolio moves higher… Your Questions: Future of markets, Motive Financial… Members’ Corner: Model portfolios… Ryan Irvine’s workshops… Housekeeping

Setback for High-Yield Portfolio… Which bond index ETF to buy?… Top Pick: iShares Core Canadian Universe Bond Index ETF… Gordon Pape’s updates: Chartwell Retirement Residences REIT, Innergex Renewable Energy, Chemtrade Logistics Income Fund… Paul Bamford’s Updates: Canadian Utilities I Preferreds, Morguard REIT Convertible Debentures, Intact Financial Floating D Preferreds

Dividend stocks are not bonds… Gordon Pape updates Northview REIT, Algonquin Power… Gavin Graham updates AltaGas Ltd…. Members’ Corner: Model Portfolios

Small gain for RRIF portfolio… Past performance challenges… Top Pick: BMO Low Volatility Canadian Equity ETF… Gordon Pape’s Updates: True North Commercial REIT, BCE… Housekeeping

Why preferred shares tanked… Gavin Graham updates AGT Food and Ingredients… Your Questions: Buying bonds… Housekeeping

And the winners are… Comfort in Canadian banks’ strong capital ratios… Top Pick: Canoe EIT Income Fund… Gavin Graham’s updates: Bank of Nova Scotia, Canadian Western Bank, ZCL Composites… Gordon Pape’s updates: Inter Pipeline, Pembina Pipeline… Members’ Corner: Your views on options, model portfolios

Play defense… Analyzing REIT ETFs… Michael Corcoran updates Macquarrie Infrastructure… Gordon Pape updates Chemtrade

Utilities make a comeback… Navigating a rising rate environment… Top Pick: Granite REIT…Gordon Pape’s updates: Northview Apartment REIT, Summit Industrial Income REIT, Chorus Aviation… What’s your view?… Your Questions: Too much in RRSP?… Renew now

Earn almost 7% with this REIT… Gordon Pape updates BMO, CanWel Building Materials, Premium Brands… Your Questions: Convertible debentures, RRIF strategies

Mr. Bamford is an independent investment analyst with almost 20 years of experience in the industry.

Income Portfolio maintains 5% yield… Income strategies during market corrections… Richard Croft’s option strategies: Covered call writes on Pembina Pipelines, Scotiabank, CIBC… Richard Croft’s updates: Covered call writes on Facebook, Netflix, and BCE… This month’s Top Pick: iShares Floating Rate Index ETF… November updates: Pembina Pipeline, Keyera Corp., AltaGas… Beat the price increase

GIC rates edge higher… Gavin Graham updates ZCL Composites, Savaria Corp…. Gordon Pape’s updates: Enbridge, TransCanada Corp…. Your Questions: Purpose funds

Brookfield partnership offers high yield… Dividend stocks provide shelter in downturn… Gavin Graham’s updates: Allied Properties REIT, Boardwalk REIT, Dream Global REIT… Gordon Pape’s updates: BMO Financial Group, PrairieSky Royalty, Morneau Shepell, Norbord

LNG Canada boosts energy sector… Gordon Pape’s updates: BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, First Asset U.S. & Canada Lifeco Income ETF, CanWel Building Materials, Harvest Healthcare Leaders Income ETF… Your Questions: Balanced portfolio

Overhaul for Balanced Portfolio… REITs look good despite rising rates… Top Pick: Choice Properties REIT… Gavin Graham’s Updates: Canadian Western Bank… Gordon Pape’s Updates: Enbridge Income Fund Holdings… Ryan Irvine’s workshops

High-Yield Portfolio edges up… Gavin Graham updates Vodafone… Gordon Pape updates TransAlta Renewables… Your Questions: Capital gains tax

RRIF portfolio moves higher… The little-known risk in bond ETFs… Alternatives to ETFs… Sequence risk: The stealth challenge for retirees… Top Pick: Extendicare… Richard Croft’s updates: Covered call strategies on Agnico-Eagle Mines, Goldcorp, Advanced Micro Devices

Brookfield buys Enercare… Gordon Pape updates North West Company, Brookfield Infrastructure, Norbord, Pembina Pipeline… Your Questions: Cash dilemma and high-yield bond funds… Toronto Money Show

ETFs that deliver… Politics drives markets to over-react… This month’s Top Pick: Boralex Inc… Gavin Graham’s updates: Unilever, Diageo, Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Corp… Gordon Pape’s updates: Enercare, Information Services, Principal Financial Group, Student Transportation

REITs continue comeback… This month’s Top Pick: Summit Industrial Income REIT… Gordon Pape’s updates: Enbridge, Brookfield Infrastructure, Chorus Aviation… Your Questions: Yield curve

A healthcare income ETF… Investing in convertibles… Buy Morguard convertible… Paul Bamford’s preferred share updates: Bombardier, Canadian Utilities… Gavin Graham’s updates: Supremex, iShares J.P. Morgan Emerging Markets Bond ETF… Correction

Turning oil into income… Gordon Pape’s updates: TransCanada Corp., Inter Pipeline, Pembina Pipeline, Keyera Corp…. Your Questions: Inter vs. Pembina, PMIF a deadweight

Small loss for Income Portfolio… The “Holy Grail” of the telecom industry… This month’s Top Pick: Vodafone Group… Gavin Graham’s updates: Dorel Industries, Corus Entertainment… Gordon Pape’s updates: Enbridge, Enbridge Income Fund Holdings

A bright spot in the energy sector… This security yields 9%. What’s the problem?… Gordon Pape updates Innergex Renewable Energy… Your Questions: Where to keep cash, withholding tax, ZWA or ZWH?… Member’s Corner