Newsletter: The Income Investor
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Posted November 6, 2015Fight looms over fund fees… November updates: Sienna Senior Living, Amica Mature Lifestyles, Evertz Technologies. The North West Company… Your Questions: Enbridge Income share issue
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Posted October 22, 2015High-yield bonds worth a look… Oilpatch merger momentum builds steam… Gavin Graham’s updates: Suncor, Canadian Oil Sands… This month’s Top Pick: Encana Corp… October updates: Valero Energy… Gordon Pape’s fund updates: PH&N High Yield Bond, CI Cambridge High Income, CI Signature High Income, CI Signature Dividend, TD Mortgage … Your questions: Adviser says sell Inter Pipeline
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Posted October 8, 2015In this issue: A stock for tough times October updates: RioCan REIT, Unilever, Inter Pipeline Next issue: October 22 A STOCK FOR TOUGH TIMES By Gordon Pape, Editor and Publisher These are not easy times for income investors. As of the close of trading …
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Posted September 24, 2015In this issue: High-Yield Portfolio loses ground Havens in the storm This month’s Top Pick: Bank of Montreal September updates: Bank of Nova Scotia, Canadian Western Bank, Johnson & Johnson, TransAlta Renewables, Freehold Royalties, Fortis J preferreds …
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Posted September 11, 2015In this issue: The investor’s dilemma RRIF withdrawals reduced September updates: iShares Canadian Short Term Bond Index ETF, BMO U.S. Dividend ETF, The Keg Royalties Income Fund, Pizza Pizza Royalty Trust, Leon’s Furniture Your Questions: iShares ETF …
The rigged bond market
Posted September 3, 2015It’s time to set a clear timetable for the full implementation of an open bond trading system in Canada.
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Posted August 27, 2015Coping with the plunge… RRIF setback… Commodity stock outlook… This month’s Top Pick: Valero Energy Corp…. Updates: Potash Corp. of Saskatchewan, Suncor Energy, Boston Pizza Royalties Income Fund, ConocoPhillips… News & Notes: Upcoming seminar, bond market update
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Posted August 14, 2015In this issue: The rigged bond market August updates: FLY Leasing, Alaris Royalty, TAL International Group, Phillips, Hager & North Total Return Bond Fund, Baytex Energy Next issue: August 27 THE RIGGED BOND MARKET By Gordon Pape, Editor and Publisher …
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Posted July 23, 2015Think global… Judging leverage… Interest rate worries hit REITs and financials… This month’s Top Pick: BMO International Dividend ETF… Updates: Allied Properties REIT, Boardwalk REIT, Canadian REIT, Dream Global REIT, Genworth MIC, Intact Financial, Power Financial, Sun Life Financial, Brookfield Renewable Energy Partners
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Posted July 10, 2015Dropdowns are working for investors… Top Pick: Enbridge Income Fund Holdings… July updates: Pure Industrial REIT, Northern Properties REIT, Milestone Apartments REIT, Calloway REIT
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Posted June 25, 2015We still don’t understand TFSAs… Motoring ahead… This month’s Top Picks: Uni-Select, Macquarie Infrastructure… Updates: AGT Food & Ingredients, Capital Power, ConocoPhillips
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Posted June 11, 2015In this issue: Interest-sensitive stocks under pressure June updates: RioCan REIT, Labrador Iron Ore, Sienna Senior Living, Freehold Royalties, Premium Brands Next issue: June 25 INTEREST-SENSITIVE STOCKS UNDER PRESSURE By Gordon Pape, Editor and Publi …
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Posted May 29, 2015Rate hikes coming – be ready… Judging dividends… Energy stocks offer good value… This month’s Top Pick: Suncor Energy… May updates: Brookfield Infrastructure LP, Brookfield Asset Management, Cineplex Inc.
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Posted May 15, 2015TFSAs for income… May updates: Corus Entertainment, TransAlta Renewables, Firm Capital, B&G Foods
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Posted April 30, 2015Balanced Portfolio gains 7%… Two REIT numbers you need to know… Top Pick: Cogeco Inc… April updates: Calloway REIT, Alaris Royalty Corp., iShares S&P Global Water Index ETF… Your Questions: Wants more REITs
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Posted April 9, 2015Keyera bucks the trend… April updates: Ag Growth International, BCE Series AC preferreds, DH Corporation, Sherritt Corporation… Members’ Corner: Congrats to Shawn Allen
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Posted March 26, 2015Divergent courses… Oil shock hits High-Yield Portfolio… This month’s Top Picks: Canadian Western Bank, Labrador Iron Ore Royalty Corp…. Updates: Diageo, Unilever, iShares Canadian Short Term Bond Index ETF
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Posted March 12, 2015Preferreds fizzle… March updates: Canadian Oil Sands, iShares Canadian Short-Term Bond Index ETF, Scotiabank Series 17 preferreds, BCE Series 5 preferreds, Canaccord reset preferreds, iShares S&P/TSX Dividend Aristocrats Index ETF
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Posted February 26, 2015RRIF Portfolio continues strong… Cycling is good for you… Why energy companies are cutting dividends… This month’s Top Picks: Dorel Industries, ConocoPhillips… February updates: Ensco Plc
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Posted February 12, 2015REITs shine… February updates: Freehold Royalties, RioCan REIT, iShares 1-5 Year Laddered Corporate Bond ETF, iShares Canadian Universe Bond Index ETF, iShares Canadian Corporate Bond Index ETF… Your Questions: Indexed GICs, Oaken Financial, New wesbite
Shawn Allen
Posted February 7, 2015Mr. Allen has many years of active business experience and a superior track record picking stocks. He is a CFA Charter holder, is a licensed professional engineer, has a professional accounting designation (CMA), holds a Masters degree in Business Administration, and has completed the Canadian Securities Course (Honors).
Gavin Graham
Posted February 6, 2015Mr. Graham is a regular market commentator who appears frequently in The Globe and Mail and National Post. Mr. Graham managed investments for many years in the U.K., the U.S. and Hong Kong prior to joining BuildingWealth.
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Posted January 29, 2015Game changer… Shawn Allen on bonds vs. stocks… This month’s Top Pick: AGT Food and Ingredients… January updates: AltaGas, Bank of Nova Scotia
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Posted January 15, 2015Watch the Fed in 2015… The best of 2014… January updates: TransAlta Renewables, Milestone Apartments REIT, The Northwest Company, Norbord Inc.
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Posted December 18, 2014Oil plunge hits dividends… Canadian interest rates in 2015… December’s Top Pick: Canadian Pacific 6.25% Guaranteed Notes… >Gavin Graham’s updates: Canadian Oil Sands, Talisman Energy… December updates: National Bank Financial, Freehold Royalties, Keyera Corp., Inter Pipeline, Pembina Pipeline… Tom Slee, Deanne Gage move on
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Posted December 4, 2014Finding U.S. cash flow… Top Pick: Canaccord Series A preferreds… December updates: Baytex Energy, H&R REIT… Your Questions: Oaken Financial… Housekeeping
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Posted November 27, 2014High Yield Portfolio averages 14%… Pitfalls of preferred shares… Inflation protection… November’s Top Pick: Brookfield Asset Management… November updates: Brookfield Renewable Energy Partners, Alaris Royalty, B&G Foods… Housekeeping
Get used to low rates
Posted November 22, 2014Anyone hoping for a return to higher interest rates in the near future is going to be disappointed. That day has been postponed again, perhaps until 2016.
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Posted November 13, 2014Blow wind, blow!… November updates: Genworth MIC, Intact Financial, Sun Life Financial, PHN High Yield Bond Fund… Housekeeping
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Posted October 30, 2014Get used to low rates… Balanced portfolio update… After the sell-off… October’s Top Pick: Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares… October updates: Bombardier’s 6.25% Series 4 Preferred Shares, Firm Capital Mortgage Investment Corp., Information Services Corp.
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Posted October 9, 2014Why buy bonds?… October updates: FLY Leasing, RioCan REIT, Pure Industrial REIT, Northern Property REIT
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Posted September 25, 2014Investing in expensive markets… September’s Top Pick: Milestone Apartments REIT… Gavin Graham’s Updates: Diageo, Unilever, Johnson & Johnson, Ag Growth International, Capital Power Corp., DH Corporation… September updates: Premium Brands Holding Corporation 5.5% Convertible Unsecured, Brookfield Energy Partners, B&G Foods, TransCanada Corp.
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Posted September 11, 2014Outside the box… September updates: Leisureworld, Ensco PLC, Brookfield Infrastructure LP, Brookfield Energy Partners… Your Questions Answered: RRIF transfer
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Posted August 28, 2014RRIF portfolio on track… Stay away from the bond market… Dividend growth as important as yield… August’s Top Pick: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB… August updates: Tim Hortons, Premium Brands Holding Corp., TransCanada Corp.
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Posted August 14, 2014Rising dividends… August updates: Baytex Energy, Alaris Royalty, Norbord Inc.
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Posted July 31, 2014The new normal… REITS are a special breed… Go West… July Top Picks: iShares J.P. Morgan Emerging Markets Bond ETF, Amica Mature Lifestyles, Talisman Energy… July updates: Canexus Corp., Freehold Royalties, Just Energy Group… Housekeeping
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Posted July 10, 2014A new income pick… July updates: FLY Leasing, Morneau Shepell, Pure Industrial REIT, Student Transportation Inc.