Newsletter: The Income Investor
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Posted February 13, 2025BCE disappoints again… Quality stocks with 6%+ yields… Top Pick: LyondellBasell Industries… Adam Mayers updates Corby Spirit and Wine… Your Questions: Brookfield Infrastructure
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Posted January 30, 2025Hedged, unhedged, US dollars – an investor’s guide… The elephant in the room… Richard Croft updates Power Corp., CIBC… This month’s Top Pick: AT&T… A good time for pipeline stocks… Gordon Pape updates iShares 0-5 Years TIPS Bond Index ETF, Emera Inc…. Your Questions: Preferred shares
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Posted January 15, 2025The Trump defence… Hydro One is a portfolio anchor… A good year for dividends
Top Income Stocks of 2024
Posted December 29, 2024The best income stocks should offer a triple advantage.
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Posted December 18, 2024Top income stocks of 2024… An eventful year for Canadian banks… Gavin Graham updates Scotiabank, National Bank, Definity Financial Group, Guardian Group, Capital Power… Gordon Pape updates Gibson Energy, Keyera, Pembina Pipeline… Correction… Price increase…Your Questions: Adding more fixed income, XSTP return
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Posted December 5, 2024Disney back on track… Top Pick: The Walt Disney Co…. Adam Mayers’s updates… Gavin Graham updates AltaGas, Boralex… Your Questions: Atlantica sale… Price increase
Atlantica sale
Posted November 29, 2024Q – I just read that Atlantica Sustainable Infrastructure is being bought out in December with a final dividend possibly coming. Do you have any more details and any advice as whether to sell or wait? And a good replacement for US dividends? – Michael …
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Posted November 28, 2024Balanced Portfolio gains on rate cuts… Wall Street feels the Trump effect… Gavin Graham picks Finning International… Gavin Graham updates Canadian Natural Resources, Suncor Energy, Peyto Exploration and Development… Long US Treasury bonds may be timely… Shawn Allen’s bond recommendations
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Posted November 13, 2024Utilities trend higher, but…… Singles beat homers… This month’s Top Pick: Metro Inc…. Gordon Pape updates Enbridge… Your Questions: Preferred shares
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Posted October 24, 2024High Yield Portfolio gains 20%… The Bull is alive!… Gavin Graham updates Unilever, Diageo, Corby Spirit and Wine, Brookfield Corp.
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Posted October 10, 2024A REIT that captures AI growth… Top Pick: Digital Realty Trust… Adam Mayers updates TC Energy… Gavin Graham updates C.K. Hutchinson… Your Questions: Searching for safety and yield… Member’s Corner: Automotive Properties REIT
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Posted September 26, 2024Uneven recovery… Rate reversal rallies REITs… Top Pick: Killam Apartment REIT… Gavin Graham’s REIT updates: Allied Properties, Artis, Automotive Properties, Granite, Minto Apartment… Your Questions: Retirement asset allocation, Northwest Healthcare Properties
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Posted September 12, 2024Utilities rebound as rates fall… Gordon Pape updates Algonquin Power and Utilities… Gavin Graham updates Sun Life Financial, Savaria Corp…. Your Questions: Royal Bank preferred
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Posted August 29, 2024Big gain for RRIF portfolio… Falling rates buoy utilities, REITs, and pipelines… Top Pick: Northland Power Inc…. Gavin Graham updates National Bank, Bank of Nova Scotia… Perpetual preferreds revisited… Shawn Allen updates perpetual preferreds of Canadian Utilities, Fortis, Royal Bank, Great-West Life, Power Financial, Intact Financial, Emera
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Posted August 15, 2024Signs of life in bond markets… Cash flow from weight loss drugs…Top Pick: Evolve Global Healthcare Enhanced Yield Fund… Gordon Pape updates North West Company
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Posted July 25, 2024Rate resets revisited… Shawn Allen’s preferred share updates… A tale of two gold funds… The risk/reward dilemma… Richard Croft updates Power Corp., CIBC, Manulife… Gordon Pape updates Enbridge, Fortis
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Posted July 11, 2024Immigration boosts stock returns… This month’s Top Pick: InterRent REIT… Gordon Pape updates Russel Metals, iShares 0-5 Years TIPS Bond Index ETF, Harvest Brand Leaders Plus Income ETF
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Posted June 27, 2024A mixed first half… Forget bank deposits, buy the shares… National Bank buys CWB… Gavin Graham updates AltaGas, Ecora Resources, Lundin Mining, Sucor Energy… Top PHN fund reopens
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Posted June 13, 2024A rock and a hard place… Infrastructure ETFs offer hidden value… Top Picks: iShares Global Infrastructure Index ETF, BMO Global Infrastructure Index ETF… Adam Mayers updates TC Energy… Gordon Pape updates Innergex
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Posted May 30, 2024US utility stocks surge… Gordon Pape’s Top Pick: Southern Company… Gordon Pape updates Emera Inc., Duke Energy… Copper-bottomed certainty… Gavin Graham’s Top Pick: BHP Billiton… Gavin Graham updates Intact Financial, Leon’s Furniture, Pason Systems
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Posted May 15, 2024AI may rescue green energy… Corby’s high dividend worth a toast… Adam Mayers updates BMO Aggregate Bond Index ETF… Gordon Pape updates Enbridge… Members’ Corner: Bond funds
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Posted April 25, 2024Hydro One transmits steady growth… Debunking covered call myths… Richard Croft updates Power Corp., CIBC… Balanced Portfolio rebounds… Gordon Pape updates Medical Properties Trust, Russel Metals… Your Questions: Transferring to a TFSA
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Posted April 11, 2024Cash from energy… TC Energy spinoff coming soon… Adam Mayers updates TC Energy… Gordon Pape updates Firm Capital… Gavin Graham updates Boralex
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Posted March 28, 2024High Yield Portfolio rebounds… Central banks signal rate cuts ahead… Top Pick: Canadian Tire… Gavin Graham updates Saputo, Stella-Jones, Canadian Natural Resources… Your questions: Managing a small RRIF
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Posted March 14, 2024Bonds still lagging… Choosing the right dividend fund… This month’s Top Pick: iShares S&P/TSX Canadian Dividend Aristocrats Index ETF… Gordon Pape updates Algonquin Power and Utilities, Pembina Pipeline Corp.
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Posted February 29, 2024RRIF portfolio recovers… Active vs. passive… Gavin Graham updates Canadian National Railway, Calian Group… Gordon Pape updates Brookfield Renewables… Your Questions: Portfolio size
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Posted February 15, 2024Fairfax under fire… BCE cuts leave Trudeau steaming… Gavin Graham updates The Keg, Johnson & Johnson
Wants US cash flow
Posted January 26, 2024Where can I invest to generate some US dollars in dividends?
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Posted January 25, 2024Should you invest in Yield Shares ETFs?… Richard Croft updates Manulife Financial… Gordon Pape updates Enbridge, Firm Capital, Mullen Group, Innergex Renewable Energy… Gavin Graham updates Definity Financial, Peyto Development and Exploration, Capital Power… Your Questions: Wants US cash flow