Newsletter: The Income Investor
tiiMar17
Posted March 24, 2017High-yield portfolio gains again… Convertibles bonds: a lower-risk investment… This month’s Top Picks: iShares Convertible Bond Index ETF, Ag Growth 5% Convertible 2020 Debenture… Gavin Graham’s convertible updates: Chemtrade DB.A, H&R REIT DB.D, Rogers Sugar DB.D, Firm Capital DB.A, Premium Brands DB.C… Gordon Pape’s March updates: Enercare, Intertape Polymer Group… Your questions: Spending it all before you go
tii1705
Posted March 18, 2017The bond dilemma… Gavin Graham’s updates: CN Rail, Cogeco Inc… Gordon Pape’s updates: Norbord Inc., Algonquin Power & Utilities
tii1704
Posted February 23, 2017Good gain for RRIF Portfolio… Richard Croft new Associate Publisher… Enhanced Income Portfolio… Top Pick: First Asset Tech Giants Covered Call ETF… Gavin Graham’s updates: Ag Growth International, Cineplex, Unilever
tii1703
Posted February 10, 2017RRSPs – think long-term… Gavin Graham’s updates: Diageo, Unilever, Johnson and Johnson… Gordon Pape updates Brookfield Energy Partners
tii1702
Posted January 27, 2017What’s the catch?… Milestone taken out… Who’s the boss?… Top Pick: AirBoss of America… January updates: Pason Systems, Canadian Western Bank, Algonquin Power, Northview Apartment REIT, CIBC Global Bond Fund, Fidelity Global Bond Fund, PH&N Total Return Bond Fund, PH&N High Yield Bond Fund, PH&N Short Term Bond and Mortgage Fund, TD Short Term Bond Fund
tii1701
Posted January 13, 2017Dogs offer good yield… January updates: Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF, SPDR S&P Dividend ETF, iShares S&P/TSX Dividend Aristocrats Index ETF… Your Questions: Bond funds
tii1624
Posted December 16, 2016Income Portfolio posts solid gain… Achieving liftoff… Top Pick: Savaria Corp…. Gavin Graham’s Updates: Capital Power… Gordon Pape’s Updates: Evertz Technologies, Norbord Corp…. Your questions: Preferred share ETFs, floating rate preferreds, TFSA question
tii1623
Posted December 2, 2016The best of 2016… Gordon Pape?s updates: Chorus Aviation, Milestone Apartments REIT… Gavin Graham updates AGT Food and Ingredients… Your Questions: Green energy stocks… Membership fees
tii1622
Posted November 24, 2016Trump and inflation… Top Pick: Principal Financial Group… Gavin Graham’s updates: Capital Power, Corus Entertainment, Medical Facilities, Uni-Select… Gordon Pape’s updates: B&G Foods, Canadian Utilities Second Preferred shares, Bombardier Series 4 Preferred Share, Enbridge Income Fund Holdings
The Trump Bump
Posted November 18, 2016Stick to your investment plan, collect your dividends, and keep your cool.
tii1621
Posted November 17, 2016Trump’s win creates a new dynamic… Gordon Pape’s updates: Pattern Energy, Exchange Income… Your Questions: Credit-rated tenants, buying mutual funds, GIC rates
tii1620
Posted October 28, 2016Balanced Portfolio still strong… Pipeline to growth… This month’s Top Pick: Veresen Inc… Gavin Graham’s updates: Genworth MIC, Corby Spirit and Wine… Gordon Pape’s REIT updates: Chartwell Retirement Residences, Crombie, H&R, Pure Industrial, SmartREIT
tii1619
Posted October 13, 2016A new REIT for our list… Gordon Pape’s updates: Alaris Royalty, Northwest Company, Enbridge… Gavin Graham’s updates: Brookfield Asset Management, Ag Growth International
tii1618
Posted September 29, 2016Two top monthly income funds… Another gain for High-Yield Portfolio… Money in the tank… This month’s top pick: ZCL Composites… September updates: Diageo, Unilever, AltaGas, DH Corp.
tii1617
Posted September 15, 2016A preferred ETF to consider … Gordon Pape’s updates: BMO Financial Group, Enercare, Firm Capital MIC, Information Services, Inter Pipeline
tii1616
Posted August 25, 2016REITs are losing steam RRIF Portfolio rebounds Where to find income This month’s top pick: Pattern Energy Gavin Graham’s updates: Bank of Nova Scotia, Potash Corp.
tii1615
Posted August 11, 2016A rough year for preferreds… Preferred share updates: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB, Enbridge Series A Preferred Shares, Enbridge Series R Preferred Shares, Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares, Fortis Inc. Preferred Shares Series F… More updates: Norbord Inc., Brookfield Infrastructure LP
tii1614
Posted July 28, 2016Best of times, worst of times… Bond yields plunge after Brexit… This month’s top pick: Algonquin Power & Utilities… Gavin Graham’s updates: iShares S&P Global Water Index ETF, Intact Financial, Sun Life Financial… Gordon Pape’s updates: Emera Inc., Bank of Nova Scotia 5.6% Series 17 Preferreds, BCE Inc. Cumulative Redeemable First Preferred Shares, Series 5, BCE First Preferred Shares Series AC, Bombardier Series 4 Preferred Shares
tii1613
Posted July 14, 2016Rates continue to slide… Top Pick: Innergex Renewable Energy… Gordon Pape’s updates: B&G Foods, RioCan REIT
tii1620
Posted June 23, 2016A good year so far… This month’s Top Pick: Medical Facilities Corp…. Gordon Pape’s updates: Alaris Royalties, Evertz Technologies, Exchange Income, Intertape Polymer, Morneau Shepell… Gavin Graham’s updates: Capital Power, Leon?s Furniture, Boston Pizza, Pizza Pizza, The Keg
tii1611
Posted June 8, 2016Take another look at funds… June updates: Cogeco Inc., Dorel Industries, BMO Financial Group
tii1610
Posted May 26, 2016Income portfolio rebounds… Green stocks for cash flow… Mid-cap stocks look attractive… This month’s Top Pick: Chorus Aviation… May Updates: Cineplex, Genworth MIC, Uni-Source, Talisman Energy, Enbridge Income Fund Holdings
tii1609
Posted May 13, 2016REIT recovery continues… May updates: Baytex Energy, Freehold Royalties, Talisman Energy
tii1608
Posted April 21, 2016Balanced Portfolio bounces back… Use options to add yield… “I Am Canadian,” 10 years on… This month’s Top Pick: Corby Spirit and Wine… Gavin Graham’s updates: Ag Growth International, AltaGas…
tii1607
Posted April 7, 2016What’s the worst thing?… A good first quarter… April updates: PHN High Yield Bond Fund, Bombardier Series 4 preferreds, TransCanada Corp., BCE Inc., Crombie REIT… Your Questions: Preferred shares
tii1606
Posted March 24, 2016Big gain for high yield portfolio… Are dividends under threat?… This month’s Top Pick: Enercare… March Updates: Corus Entertainment, Pembina Pipeline, Student Transportation, FLY Leasing, AGT Food & Ingredients
tii1605
Posted March 10, 2016Boring but profitable… March updates: Brookfield Infrastructure LP, Brookfield Energy Partners, TransAlta Renewables…Your Questions: U.S. bond funds
tii1604
Posted February 25, 2016RRIF portfolio update… Drilling for dividends… This month’s Top Pick: Pason Systems… February Updates: ConocoPhillips, Enlink Midstream, Valero Energy, Macquarie Infrastructure Fund, Potash Corp. of Saskatchewan… Your questions: preferred shares.
tii1603
Posted February 12, 2016In this issue: Searching for certainty February updates: Northview REIT, RBC Canadian Equity Income Fund, BMO Financial Group. Your Questions: New tax bracket, Diversiflex Plus Next regular issue: February 25 View this newsletter on our website to down …
tii1602
Posted January 28, 2016Not everything is down… This month’s Top Picks: Fortis Inc., BMO Equal Weight Utilities Index ETF… Gordon Pape’s January Updates: Keyera Corp. correction, Premium Brands common stock, Premium Brands convertible debentures, B&G Foods, Milestone Apartments REIT, Chemtrade Logistics Income Fund… Falling prices lead to deals… Gavin Graham’s January Updates: Suncor Energy, Canadian Oil Sands, Corus Entertainment
tii1601
Posted January 15, 2016A safe haven REIT… January updates: Firm Capital MIC, Information Services Corp., Keyera Corp… Your Questions: Model portfolios, RRSP growing pains, bond recommendations
tii1524
Posted December 17, 2015In this issue: TFSA roll back Pipeline pressure yields opportunity This month’s Top Pick: EnLink Midstream LLC Banks stay strong despite headwinds December Updates: Bank of Nova Scotia, Canadian Western Bank, Boardwalk REIT, Enbridge Income Fund Your c …
tii1523
Posted December 3, 2015TFSA portfolio shows small gain… December update: Morneau Shepell … Your Questions: Where do dividends go, investing strategy
tii1522
Posted November 19, 2015Setback for Balanced Portfolio…This month’s Top Pick: Exchange Income Corp… Are today’s low bond yields the worst in history?… Are short-sellers always correct?… Gavin Graham’s updates: DH Corp., Corus Entertainment… Gordon Pape’s updates: Alaris Royalty Corp.