Newsletter: The Income Investor

Income stocks rally… 2014: The year of redemptions… June’s Top Picks: Fortis Inc. Preferred Shares Series F, iShares S&P/TSX Equity Income ETF… Gavin Graham’s Updates: AltaGas Ltd., Canadian Oil Sands, Potash Corp. of Saskatchewan… Gordon Pape’s Updates: Keyera Corp… Housekeeping

Bonds surprise… June updates: Province of Ontario 1.9% Bonds, Corus Entertainment 7.25% Notes, The Northwest Company, The Keg Royalties Income Fund, Leon’s Furniture, Firm Capital MIC, Information Services Corp…. Housekeeping

Strong returns from High-Yield Portfolio… Steer clear of 50-year bonds… Gavin Graham’s Updates: Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Trust, Cineplex Inc., Corus Entertainment… More May updates: BCE Inc., Leisureworld Senior Care Corp., Pembina Pipeline Corp.

Managing risk… May updates: Pure Industrial REIT, Inter Pipeline, Norbord Inc., Brookfield Infrastructure LP

Tim Hortons issue undermines bond lobby… April’s Top Pick: B&G Foods… Gavin Graham’s Updates: Allied Properties REIT, Broadwalk REIT, Canadian REIT, Dundee International REIT, Intact Financial, Cargojet… More April Updates: TransCanada Corp., TAL International Group, Just Energy Group, National Bank

Betting on demographics… April updates: Peel Region Municipal Debentures, Baytex Energy… Your Questions: RRIF portfolio, Confused about CBO… Members’ Corner: Tax-filing problems… RRSP Book

Balanced portfolio beats target… Convertible debentures and market risk… Gavin Graham’s Updates: Bank of Nova Scotia, Sun Life Financial, Power Financial, Genworth MIC, Davis + Henderson, AG Growth International… Tom Slee’s Updates: Chemtrade Logistics Income Fund 5.75% Convertible Unsecured Subordinated Debentures, H&R REIT 5.9% Convertible Debentures

It’s the bumps that count… March updates: First Capital Realty, Johnson & Johnson, Information Services Corp, Morneau Shepell, Freehold Royalties

RRIF rebound… Third World money capping our interest rates… February’s Top Pick: Enbridge Inc… February Updates: Enerplus Corp, RioCan REIT, Keyera Corp., Bombardier 6.25% Series 4 Preferreds, Diageo plc, Unilever, Canadian National Railway

Bonds to the rescue… February updates: Firm Capital, Brookfield Renewable Energy Partners, Brookfield Infrastructure LP, Baytex Energy… New RRSP book

Searching for greenbacks… Interest rates likely to inch up in 2014… Time to buy interest-sensitive stocks?… January’s Top Pick: Capital Power Corporation… January Updates: FLY Leasing, TAL International, Canexus Corp., Bank of Nova Scotia 5.6% Series 17 Preferreds, Canadian General Investments 4.65% Class A Series 2 Preferreds… Your Questions: Convertible debentures and interest rates

An income strategy for 2014… January updates: Rogers 5.75% convertible debentures, iShares 1-5 Years Laddered Corporate Bond Index Fund, iShares DEX All Corporate Bond Index Fund, iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund, iShares S&P/TSX Capped REIT Index Fund, RioCan REIT, H&R REIT… Emerging and Frontier Markets newsletter

The best of 2013…REITs losing their lustre…December’s Top Pick: Tim Horton’s…December Updates: Brookfield Renewable Energy Partners, Morneau Shepell, Calloway REIT, Crombie REIT, Cineplex Galaxy, Corus Entertainment…Your Questions: What about ZPR?, Convertibles as bonds

The impact of tapering… Tax alert… December Updates: RBC Canadian Equity Fund, Inter Pipeline, Brookfield Infrastructure LP, Cambridge High Income Fund… 2014 prices

Profits in Saskatchewan… Global interest rate pressures… November’s Top Pick: Premium Brands Holding Convertible Unsecured Subordinated Debentures… Gavin Graham’s Updates: Diageo plc, Johnson & Johnson, Sherritt, Liquor Stores, The Keg Royalties Income Fund… November Updates: Manitoba Telecom Services, CI Signature High Income Fund, Franklin Bissett Canadian High Income Fund, Templeton Global Balanced Fund

Back to Baytex… November Updates: iShares Dividend Aristocrats Fund, Peel Region 6.65% debentures, North West Company, Norbord Inc… Your Questions: Tax implications of Dundee REIT

High yield portfolio does well…The Fed’s credibility is in tatters… October’s Top Pick: Ensco plc… October Updates: Dundee International REIT, Canadian Pacific Railway Notes, iShares Diversified Monthly Income Fund, City of Hamilton 4.95% Debentures… Your Questions: Confused about rates

A new growth stock… October updates: Blue Ribbon Income Fund, Student Transportation Inc., TransCanada Corp., Sentry Global Balanced Income Fund Series X… Your Questions: Thoughts on Innergest Series C… Your Comments: For U.S. readers… Money Show reminder

Balanced portfolio slips… Preferred shares take a beating… World Money Show… Septembers Top Picks: Cargojet, Bombardier Series 4 Preferred Shares… September Updates: Sherritt International, Fortis Inc. Preferred Shares Series F, Pembina Pipeline Corp., Freehold Royalties Ltd.

The changing face of risk… September updates: Keyera Corp., iShares S&P/TSX Canadian Preferred Fund, iShares S&P/TSX Capped REIT Index Fund, iShares Mortgage Real Estate Capped ETF, Canexus Corp.

RRIF Portfolio update…Addressing investment complexities…The Fed?s mixed signals cause doubt…August?s Top Pick: Potash Corp. of Saskatchewan…August Updates: Northern Property REIT, Brookfield Renewable Energy, Firm Capital, Diageo

The REIT dilemma…Gordon Pape’s REIT updates: H&R, RioCan, Pure Industrial…Gavin Graham’s updates: Unilever, Canadian Oil Sands…Your Questions: Annuity or REIT?

Adapting to interest rates …The deal with corporate REITs…July?s Top Pick: iShares S&P Global Water Index Fund…July Updates: Enerplus Corp., Bissett Canadian High Dividend Fund, BMO Monthly Dividend Fund, CI Signature Dividend Fund, Phillips, Hager & North High Yield Bond Fund, Phillips, Hager & North Short Term Bond and Mortgage Fund, Phillips, Hager & North Total Return Bond Fund, RBC Canadian Equity Income Fund, Chemtrade Logistics Income Fund…Your Questions Answered: PIMCO Monthly Income Fund, Enervest Diversified Income Trust

A new growth pick…July updates: First Capital Realty, Morneau Sheppell Inc., North West Company…Your Questions: Worried about REITs

GIC time?…Bond market bulls running out of steam…Getting ?a pizza? the action…June’s Top Pick: BCE First Preferred Shares, Series AC …June Updates: iShares DEX All Corporate Bond Index Fund, iShares 1-5 Year Laddered Corporate Bond Index Fund, iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund

Changing times…June updates: Firm Capital, Brookfield Infrastructure LP, Inter Pipeline…Your questions answered: Big 8 split preferreds

Corporate bond redemptions: an increasing problem…The ABCs of REIT investing…May’s Top Pick: Norbord Inc….May updates

Think total return…May updates: Crombie REIT, Calloway REIT, CenturyLink, TAL International Group

High yield = high risk…Factor personal stress in your portfolio…Financials having a much better year…April?s Top Pick: Cambridge High Income Fund

DPS fund changing gears…April updates: Laurentian Bank preferreds, Chemtrade convertibles, Blue Ribbon Income Fund, iShares DEX All-Corporate Bond Index Fund…Your Questions: AltaGas payout…Your Comments: Preferred share ladder…Associate editor appointed

Brookfield policies questioned …Tread carefully with convertible debentures…A good year for equity income…March’s Top Pick: Rogers Sugar convertibles…March updates: Enerplus Corp, TAL International

Balanced Portfolio on track…March updates: National Bank, Manitoba Telecom, Brookfield Infrastructure LP…Your Comments: Diversified Preferred Share Trust

A RRIF portfolio …Markets start year on a high note…Interest rates could rise sooner than expected…This month’s Top Pick: Canexus Corp….February updates: CenturyLink, Atlantic Power, Just Energy

balancing the twin objectives of income and safety

Bullish on REITs …Yellow Media debenture holders shafted…REITs and real returns…January’s Top Pick: CenturyLink…January updates: Reitmans, Brookfield Renewable Energy, Student Transportation…Your Comments: Preferred share information…Housekeeping