Newsletter: The Income Investor
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Posted November 24, 2021REIT ETFs show mixed returns… Diversified REITs make a comeback… Top Pick: Artis REIT… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: BMO Low Volatility Canadian Equity ETF, CI U.S. & Canada Lifeco Income ETF… Gavin Graham’s Updates: Diageo, Unilver, Stella-Jones, Pizza Pizza Royalty Corp., The Keg Royalties Income Fund
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Posted November 11, 2021Dividend ban lifted… This month’s Top Pick: Russel Metals… Gordon Pape’s updates: iShares Core Balanced ETF Portfolio, Horizons Enhanced Income Gold Producers ETF, CI First Asset Gold+ Giants Covered Call ETF, BCE
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Posted October 28, 2021Where to find dividend growth The purpose of income portfolios is income… Top Pick: Freehold Royalties Ltd… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: Procter & Gamble Co., Fortis Inc… Gavin Graham’s Updates: Fairfax Financial Holdings Ltd., Savaria Corp., Boralex Inc…. Ryan Irvine’s Fall Webinars: How to Position your Stock Portfolio for 2022 and Beyond
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Posted October 14, 2021Balanced Portfolio continues to gain… This month’s Top Pick: Gibson Energy… Your Questions: Canadian General Investments
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Posted September 30, 2021High Yield Portfolio posts gain… REITs for income and value… Top Pick: Automotive Properties REIT… Gordon Pape’s Updates: Harvest Healthcare Income Leaders ETF, Horizons Active Cdn Dividend ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, Brompton Flaherty & Crumrine Investment Grade Preferred ETF… Gavin Graham’s Updates: Suncor Energy
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Posted September 16, 2021Not all bond ETFs are losers… Gavin Graham updates Johnson & Johnson, Intact Financial, Cineplex… Correction: Slate REIT
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Posted August 27, 2021RRIF Portfolio doing well… REIT Roundup… Gavin Graham’s REIT updates: Choice, Crombie, SmartCentres, Plaza, Slate, Allied, Minto… Gordon Pape’s update: Pembina Pipeline… Your questions: US investing
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Posted August 12, 2021Bank ETFs… This month’s Top Pick: RBNK… Gordon Pape updates Pembina Pipeline, Harvest Brand Leaders Plus Income ETF, CI First Asset Tech Giants Covered Call ETF… Your Questions: Firm Capital… Members’ Corner: Reaching for yield
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Posted July 29, 2021Small company, big profit… In praise of dividends… This month’s Top Picks: Manulife, Power Corp…. Richard Croft’s updates: CIBC… Gavin Graham’s updates: Brookfield Asset Management, Capital Power, Leon’s Furniture… Gordon Pape’s updates: The Northwest Company, Coca-Cola, Fortis
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Posted July 8, 2021Reaching for yield… Gordon Pape updates Keyera Corp., TC Energy, Innergex Renewable Energy… Your Questions: Bank ETFs
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Posted June 24, 2021Pipeline battles… A case for preferred shares… Finding the right preferred… This month’s Top Pick: Westcoast Energy preferred W.PR.M… Paul Bamford’s updates: Canadian Utilities preferred CU.PR.I… Gordon Pape’s updates: NorthWest Healthcare Properties REIT, Dream Industrial REIT… Members’ Corner: Convertible Bond ETFs… Ryan Irvine’s summer webinars
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Posted June 10, 2021Return to normality… Gavin Graham updates Scotiabank, Canadian Western Bank… Gordon Pape updates BMO Covered Call Dow Jones ETF… Correction: Pizza Pizza
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Posted May 27, 2021Green energy hits bear market… There’s value in streaming… This month’s Top Pick: Anglo Pacific Group… Gavin Graham’s updates: AirBoss of America, Boralex, Corby Spirits and Wines, Fiera Capital, Pizza Pizza Royalty Corp…. Gordon Pape’s ETF updates: Horizons HEP, CI First Asset CGXF, Vanguard VBU, Horizons HALRoyalty Corp…. Members’ Corner: Foreign dividends
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Posted May 13, 2021Limiting risk… Top Pick: Canadian Utilities… Gordon Pape updates BCE, Pembina Pipeline, Enbridge… Members’ Corner: Thanks to Paul Bamford
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Posted April 29, 2021Balanced Portfolio gains ground… A fixed-income proxy for conservative investors… Gordon Pape’s updates: Procter & Gamble, CI U.S. & Canada Lifeco Income ETF, BMO Emerging Markets Bond Hedged to CAD Index ETF, Harvest Healthcare Leaders Income ETF… Your Questions: Tax-efficient retirement; Tax advantages of REITs; Closed-end funds
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Posted April 9, 2021Brookfield ups the ante… Gordon Pape updates Algonquin Power & Utilities, Principal Financial Group, B&G Foods…. Digital tax credit… Your Questions: The future of bond funds… Members’ Corner: Climate change… Ryan Irvine’s spring webinars
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Posted March 26, 2021In this issue: Big gain for High-Yield Portfolio Minimum rate reset prefs still a good deal Top Pick: Enbridge minimum rate reset preferred Series 19 Gordon Pape’s ETF updates: iShares Core Balanced (XBAL), Brompton, Flaherty & Crumrine Preferred ( …
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Posted March 11, 2021Rising rates hit utilities… Gordon Pape updates TC Energy, BMO Group, Pembina Pipeline, TransAlta Renewables… Your Questions: Calculating yield; Too much in one fund?; Bond market crash
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Posted February 25, 2021In this issue: RRIF portfolio bounces back Investing through bubbles, booms, and busts This month’s Top Pick: CT REIT Gavin Graham’s updates: Diageo, Unilever, Calian Group, Fairfax Financial Gordon Pape’s updates: iShares U.S. Treasury Bond ETF Next u …
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Posted February 11, 2021Brookfield twins pay off… Dividend hikes… Gordon Pape updates BCE… Your Questions: Withdrawing RRIF assets; Solving a mystery; Taxing bond ETFs; Wife’s RRSP
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Posted January 28, 2021Firm Capital defies pessimists… This month’s Top Pick: Procter & Gamble… Seeds of division… Richard Croft’s covered call recommendations… Richard Croft’s updates: CIBC… Gordon Pape’s updates: Dream Industrial REIT… Paul Bamford’s updates: Granite REIT, Morguard REIT… Your Questions: Transferring funds to an RRSP
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Posted January 14, 2021In this issue: Industrial REITs are hot Brookfield to the rescue Gordon Pape updates Morneau Shepell, B&G Foods, Enbridge Your Questions: Loss on GOVT Next regular issue: January 28 Download the PDF INDUSTRIAL REITS ARE HOT By Gordon Pape, Editor a …
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Posted December 17, 2020Overlooked high-yielders… Supporting structures… Top Pick: Stella-Jones… Gavin Graham’s updates: Pason Systems, Richards Packaging Income Fund… Gordon Pape’s updates: BMO Financial Group, Horizons Active Cdn Divided ETF, CI First Asset Canadian Buyback Index ETF, Canoe EIT Income Fund, BMO… Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Your Questions: BEP split… Last chance to beat the price increase
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Posted December 3, 2020REITs in recovery… Gordon Pape updates Fortis, Emera, Innergex… Your Questions: Dividend payments; What about SRET?… Price increase
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Posted November 26, 2020Big payouts – but for how long?… New traditions… This month’s Top Pick: iShares Core Balanced ETF Portfolio… Gordon Pape’s updates: PrairieSky Royalty, Inter Pipeline, Energy Giants Covered Call ETF, Harvest Healthcare Leaders Income ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF… Gavin Graham’s update: Boralex… Your Questions: RRIF with no money… Beat the price increase!
U.S. preferreds offer stability and good yields
Posted November 23, 2020A good choice is the Brompton Flaherty and Crumrine Investment Grade Preferred ETF
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Posted November 12, 2020Focus on quality… This month’s Top Pick: U.S. Preferred ETF… Updates: Brookfield Renewable Partners… Your Questions: Wants opinion on VRIF… Correction: BMO yield
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Posted October 29, 2020Second wave hits stocks… Balanced portfolio bounces back… Making sense of retail REITs… Gordon Pape’s updates: TC Energy, Algonquin Power & Utilities… Gavin Graham’s update: Sagen MI Canada… Your Questions: U.S. bonds
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Posted October 15, 2020Low rates are here to stay… Choose yield over price… Top Pick: NorthWest Healthcare Properties REIT… Gordon Pape’s updates: Enbridge, Fortis, Information Services
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Posted September 24, 2020High-Yield Portfolio rebounds… Are negative rates coming?… Gavin Graham’s updates: Fiera Capital, Canadian Western Bank, Capital Power, Leon’s Furniture… Gordon Pape’s updates: The Northwest Company, Keyera Corp.
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Posted September 10, 2020ETFs for uncertain times… Gordon Pape updates Fidelity U.S. Monthly High Income Fund, Sentry U.S. Monthly Income Fund, Cambridge Global High Income Fund… Gavin Graham updates Cogeco
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Posted August 27, 2020The T.I.N.A. syndrome… Richard Croft’s updates: BMO US Put Write ETF… Pandemic hits RRIF Portfolio… Gordon Pape’s updates: Summit Industrial Income REIT, Firm Capital MIC, Emera, CI First Asset Gold+ Giants Covered Call ETF, Horizons Enhanced Income Gold Producers ETF… Your Questions: GIC rates
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Posted August 13, 2020A game-changer for preferreds… This month’s Top Pick: RY.PR.S… Gordon Pape’s updates: iShares S&P/TSX Capped REIT Index ETF… Members’ Corner: Brookfield Renewables